Who holds WRBticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BERKLEY W R CORP · COM · quarter ended 2026-03-31 · 6 members disclosed WRB ↗

685

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$16.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

251

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of WRB ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MITSUI SUMITOMO INSURANCE CO LTD	$3.9B	58,780,450	+8,253,939	add
2	BlackRock, Inc.	$1.5B	23,280,608	−1,779,881	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	18,925,841	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$978M	14,750,233	—	no prior
5	STATE STREET CORP	$955M	14,405,410	−511,023	trim
6	MORGAN STANLEY	$690M	10,412,465	+614,107	add
7	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$515M	7,772,213	−936,968	trim
8	Invesco Ltd.	$335M	5,051,765	+138,428	add
9	FIRST TRUST ADVISORS LP	$263M	3,972,929	+377,742	add
10	WELLS FARGO & COMPANY/MN	$251M	3,789,666	−200,643	trim
11	DIMENSIONAL FUND ADVISORS LP	$250M	3,768,180	+129,801	add
12	UBS Group AG	$217M	3,267,776	−238,091	trim
13	BANK OF AMERICA CORP /DE/	$193M	2,904,522	+550,560	add
14	NORTHERN TRUST CORP	$179M	2,705,395	−182,875	trim
15	Janus Henderson Group Ltd.	$163M	2,457,890	−1,099,917	trim
16	1832 Asset Management L.P.	$152M	2,293,921	−29,736	trim
17	ROYAL LONDON ASSET MANAGEMENT LTD	$151M	2,284,583	−505,791	trim
18	Polar Capital Holdings Plc	$151M	2,275,000	−170,000	trim
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$144M	2,175,492	−44,410	trim
20	PRINCIPAL FINANCIAL GROUP INC	$127M	1,918,380	−789,472	trim
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$126M	1,901,305	+24,342	add
22	Legal & General Group Plc	$124M	1,871,044	−189,787	trim
23	AQR CAPITAL MANAGEMENT LLC	$122M	1,848,105	+119,064	add
24	VANGUARD FIDUCIARY TRUST CO	$110M	1,658,869	—	no prior
25	CITADEL ADVISORS LLC	$92.4M	1,394,141	+1,281,891	add
26	FMR LLC	$92.1M	1,389,362	+119,829	add
27	CHILTON INVESTMENT CO INC.	$92.0M	1,388,792	−249,535	trim
28	ROYAL BANK OF CANADA	$86.0M	1,296,875	−270,150	trim
29	EULAV Asset Management	$81.6M	1,230,464	−65,000	trim
30	BARCLAYS PLC	$81.3M	1,227,343	+181,674	add
31	DEUTSCHE BANK AG\	$75.9M	1,144,757	+277,573	add
32	ANCHOR CAPITAL ADVISORS LLC	$75.2M	1,133,890	+7,539	add
33	JONES FINANCIAL COMPANIES LLLP	$74.3M	1,147,307	+1,139,805	add
34	HSBC HOLDINGS PLC	$73.2M	1,103,332	−2,368,584	trim
35	RAYMOND JAMES FINANCIAL INC	$72.9M	1,100,375	−91,685	trim
36	JANE STREET GROUP, LLC	$67.2M	1,014,135	+997,088	add
37	ENVESTNET ASSET MANAGEMENT INC	$59.4M	896,168	−21,442	trim
38	PARNASSUS INVESTMENTS, LLC	$53.4M	806,103	+12,405	add
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$53.2M	803,150	−235,727	trim
40	PFA Pension, Forsikringsaktieselskab	$52.4M	791,287	+791,287	new
41	Cerity Partners LLC	$51.4M	775,409	+27,678	add
42	Swiss National Bank	$48.1M	724,962	−106,500	trim
43	Amundi	$47.8M	721,040	−82,961	trim
44	CITIGROUP INC	$46.9M	707,114	+170,740	add
45	STIFEL FINANCIAL CORP	$44.2M	666,729	−36,287	trim
46	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$43.7M	658,590	−26,563	trim
47	BloombergSen Inc.	$43.6M	657,260	−22,660	trim
48	Vanguard Global Advisers, LLC	$43.0M	648,408	—	no prior
49	Mraz, Amerine & Associates, Inc.	$41.8M	630,593	−2,692	trim
50	Mitsubishi UFJ Asset Management Co., Ltd.	$41.3M	622,556	−11,688	trim
51	TRUIST FINANCIAL CORP	$37.9M	572,234	−112,727	trim
52	Nuveen, LLC	$34.7M	523,817	−76,822	trim
53	BRANDES INVESTMENT PARTNERS, LP	$34.0M	513,217	−304,775	trim
54	Maren Capital LLC	$33.4M	504,611	−31,859	trim
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$33.3M	502,561	−270,746	trim
56	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.1M	499,839	+19,470	add
57	VICTORY CAPITAL MANAGEMENT INC	$31.3M	472,302	−69,614	trim
58	MILLENNIUM MANAGEMENT LLC	$30.4M	459,227	+423,988	add
59	TUDOR INVESTMENT CORP ET AL	$28.3M	426,345	+351,330	add
60	VANGUARD ASSET MANAGEMENT, Ltd	$26.9M	405,822	—	no prior
61	FRANKLIN RESOURCES INC	$26.1M	393,082	+125,988	add
62	Russell Investments Group, Ltd.	$25.8M	388,706	−58,948	trim
63	America First Investment Advisors, LLC	$25.2M	380,335	+948	add
64	Aware Super Pty Ltd as trustee of Aware Super	$24.2M	364,949	—	no prior
65	APG Asset Management N.V.	$23.1M	402,127	−45,091	trim
66	ZACKS INVESTMENT MANAGEMENT	$21.8M	328,412	−8,411	trim
67	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$20.6M	311,018	+116,225	add
68	BANK OF NOVA SCOTIA	$20.6M	310,476	−33,327	trim
69	ALLIANCEBERNSTEIN L.P.	$20.5M	292,875	−34,489	trim
70	CWM, LLC	$18.6M	280,114	−13,977	trim
71	Rockefeller Capital Management L.P.	$18.5M	278,500	−3,766	trim
72	TWO SIGMA INVESTMENTS, LP	$18.1M	272,989	+246,436	add
73	BARLOW WEALTH PARTNERS, LLC	$18.1M	270,284	+627	add
74	Quantinno Capital Management LP	$17.4M	263,179	+20,107	add
75	PhiloSmith Capital Corp	$17.3M	260,381	0	no change
76	STOREBRAND ASSET MANAGEMENT AS	$17.1M	258,261	—	no prior
77	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$16.8M	253,463	−13,651	trim
78	AVIVA PLC	$16.5M	249,409	−1,524	trim
79	BANK OF MONTREAL /CAN/	$16.4M	247,229	−12,717	trim
80	Illinois Municipal Retirement Fund	$16.3M	245,499	−5,177	trim
81	LPL Financial LLC	$16.2M	244,510	−53,899	trim
82	GILDER GAGNON HOWE & CO LLC	$15.9M	240,239	−1,525	trim
83	Universal- Beteiligungs- und Servicegesellschaft mbH	$15.5M	226,233	−27,168	trim
84	HUTCHINSON CAPITAL MANAGEMENT/CA	$15.4M	232,906	−2,072	trim
85	STATE OF WISCONSIN INVESTMENT BOARD	$15.0M	225,725	−20,840	trim
86	Townsend & Associates, Inc	$14.4M	214,024	+7,216	add
87	Korea Investment CORP	$14.2M	214,675	+100,879	add
88	Curi Capital, LLC	$14.1M	212,241	−59	trim
89	D. E. Shaw & Co., Inc.	$13.3M	200,813	+200,813	new
90	MERCER GLOBAL ADVISORS INC /ADV	$13.0M	196,070	+3,204	add
91	STANSBERRY ASSET MANAGEMENT, LLC	$12.8M	193,328	−107,815	trim
92	BNP Paribas Asset Management Holding S.A.	$12.8M	192,096	−287,001	trim
93	AMERICAN CENTURY COMPANIES INC	$12.2M	183,583	−184,727	trim
94	Aberdeen Group plc	$12.0M	181,035	−1,830	trim
95	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$12.0M	180,699	+131,258	add
96	GHP Investment Advisors, Inc.	$11.9M	179,058	+66	add
97	SEI INVESTMENTS CO	$11.5M	173,565	−39,611	trim
98	Pictet Asset Management Holding SA	$11.4M	171,834	−34,954	trim
99	Trexquant Investment LP	$11.2M	169,329	+70,859	add
100	STEPHENS INC /AR/	$11.2M	169,325	−104,690	trim
101	Gotham Asset Management, LLC	$11.1M	167,126	−113,999	trim
102	NATIONAL BANK OF CANADA /FI/	$10.5M	159,032	−43,528	trim
103	Qube Research & Technologies Ltd	$10.2M	154,049	+154,049	new
104	Financial Strategies Group, Inc.	$9.9M	149,793	+20,747	add
105	TD ASSET MANAGEMENT INC	$9.9M	149,301	−38,768	trim
106	Chevy Chase Trust Holdings, LLC	$9.7M	146,986	−5,716	trim
107	PRUDENTIAL FINANCIAL INC	$9.5M	143,131	−5,632	trim
108	FRONTIER CAPITAL MANAGEMENT CO LLC	$9.2M	139,425	−4,916	trim
109	Prana Capital Management, LP	$9.2M	138,955	+85,654	add
110	ASSETMARK, INC	$8.8M	132,231	+11,894	add
111	EAGLE ROCK INVESTMENT COMPANY, LLC	$8.7M	130,511	+11,635	add
112	MEANS INVESTMENT CO., INC.	$8.4M	126,308	−157	trim
113	Connor, Clark & Lunn Investment Management Ltd.	$8.3M	125,648	+81,371	add
114	EAGLE CAPITAL MANAGEMENT LLC	$8.2M	123,547	0	no change
115	Vanguard Investments Australia, Ltd.	$8.2M	123,245	—	no prior
116	Tredje AP-fonden	$7.9M	119,735	+90,595	add
117	Resona Asset Management Co.,Ltd.	$7.9M	118,494	−19,641	trim
118	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.7M	116,526	+86,001	add
119	Creative Planning	$7.7M	116,000	+7,004	add
120	Corient Private Wealth LLC	$7.7M	115,918	−170,000	trim
121	Asset Management One Co., Ltd.	$7.6M	114,342	−22,673	trim
122	MATTERN CAPITAL MANAGEMENT, LLC	$7.5M	112,872	+6,013	add
123	TORONTO DOMINION BANK	$7.5M	112,545	−20,004	trim
124	Verdence Capital Advisors LLC	$7.4M	111,732	+2,205	add
125	CIBC Bancorp USA Inc.	$7.3M	110,416	—	no prior
126	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.3M	110,855	−57,594	trim
127	BENJAMIN EDWARDS INC	$7.1M	106,884	−5,444	trim
128	Titiun Yejiel	$7.0M	106,321	—	no prior
129	Lansforsakringar Fondforvaltning AB (publ)	$6.9M	103,954	−2,073	trim
130	Dakota Wealth Management	$6.7M	101,504	+2,754	add
131	7G CAPITAL MANAGEMENT, LLC	$6.6M	100,000	0	no change
132	Ensign Peak Advisors, Inc	$6.6M	99,126	−24,219	trim
133	BURNEY CO/	$6.5M	98,804	−16,446	trim
134	Vest Financial, LLC	$6.5M	98,794	+11,911	add
135	NOMURA ASSET MANAGEMENT CO LTD	$6.2M	94,253	−7,346	trim
136	Vident Advisory, LLC	$5.9M	89,062	+20,233	add
137	Vestmark Advisory Solutions, Inc.	$5.7M	85,567	−11,053	trim
138	Greenline Partners, LLC	$5.7M	85,514	+31,182	add
139	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.6M	84,741	−9,421	trim
140	CIBC Asset Management Inc	$5.6M	84,722	+2,315	add
141	OSAIC HOLDINGS, INC.	$5.5M	83,068	−23,409	trim
142	MACKENZIE FINANCIAL CORP	$5.5M	82,420	+6,303	add
143	Dai-ichi Life Insurance Company, Ltd	$5.4M	81,828	−8,265	trim
144	Czech National Bank	$5.4M	81,146	+1,984	add
145	State of New Jersey Common Pension Fund D	$5.4M	81,144	−17,021	trim
146	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.4M	80,919	−800	trim
147	Cetera Investment Advisers	$5.3M	79,272	+1,258	add
148	FIFTH THIRD BANCORP	$5.2M	79,006	+70,910	add
149	COMMONWEALTH EQUITY SERVICES, LLC	$5.2M	78,887	−2,233	trim
150	Davidson Capital Management Inc.	$5.1M	77,019	+76,844	add
151	NewEdge Wealth, LLC	$5.0M	76,058	−14,094	trim
152	Atria Investments, Inc	$5.0M	75,951	−2,317	trim
153	MUFG Securities EMEA plc	$5.0M	75,815	+63,517	add
154	Rafferty Asset Management, LLC	$4.8M	72,439	−19,150	trim
155	BAXTER BROS INC	$4.8M	72,214	−5,015	trim
156	MONTAG A & ASSOCIATES INC	$4.7M	71,648	−5,001	trim
157	Tidal Investments LLC	$4.7M	71,615	+51,649	add
158	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.6M	69,406	−426	trim
159	Schonfeld Strategic Advisors LLC	$4.5M	68,643	+68,643	new
160	Kestra Advisory Services, LLC	$4.5M	67,753	−681	trim
161	Elevate Capital Advisors, LLC	$4.5M	67,373	+17,949	add
162	Arizona State Retirement System	$4.4M	67,110	−16,071	trim
163	&PARTNERS	$4.4M	66,198	+2,247	add
164	Pathstone Holdings, LLC	$4.4M	65,818	−1,639	trim
165	NEW VERNON INVESTMENT MANAGEMENT LLC	$4.2M	64,046	+64,046	new
166	Man Group plc	$4.2M	63,710	−39,260	trim
167	Retirement Systems of Alabama	$4.2M	63,272	−594	trim
168	HighTower Advisors, LLC	$4.2M	63,095	−62,640	trim
169	Waverly Advisors, LLC	$4.2M	62,715	+57,557	add
170	INTECH INVESTMENT MANAGEMENT LLC	$4.1M	62,340	−16,696	trim
171	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.1M	62,280	+62,280	new
172	Swiss Life Asset Management Ltd	$4.1M	61,207	−45,265	trim
173	ExodusPoint Capital Management, LP	$4.0M	60,832	−237,531	trim
174	MARKEL GROUP INC.	$4.0M	60,750	0	no change
175	ProShare Advisors LLC	$4.0M	60,499	−3,564	trim
176	VOYA INVESTMENT MANAGEMENT LLC	$4.0M	60,152	−7,621	trim
177	SEB Asset Management AB	$3.9M	59,523	—	no prior
178	Mirae Asset Global Investments Co., Ltd.	$3.8M	57,576	+7,455	add
179	Daiwa Securities Group Inc.	$3.8M	56,913	−3,745	trim
180	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.7M	55,788	−24,060	trim
181	INTREPID CAPITAL MANAGEMENT INC	$3.7M	55,496	+55,496	new
182	Asset Management Group, Inc.	$3.6M	54,992	−775	trim
183	KLCM Advisors, Inc.	$3.6M	54,523	0	no change
184	Squarepoint Ops LLC	$3.6M	53,642	−85,545	trim
185	Fairman Group, LLC	$3.5M	53,124	0	no change
186	USS Investment Management Ltd	$3.5M	52,990	+6,545	add
187	SteelPeak Wealth, LLC	$3.5M	52,609	−2,058	trim
188	IFM Investors Pty Ltd	$3.5M	52,277	−5,617	trim
189	Henshaw Capital LLC	$3.5M	52,249	—	no prior
190	GRIFFIN ASSET MANAGEMENT, INC.	$3.4M	51,725	0	no change
191	CREDIT AGRICOLE S A	$3.4M	51,278	−13,267	trim
192	Robeco Institutional Asset Management B.V.	$3.3M	50,524	−3,884	trim
193	Illumine Investment Management, LLC	$3.3M	50,254	−301	trim
194	STANCE CAPITAL LLC	$3.3M	49,215	+16,996	add
195	XPONANCE LLC	$3.2M	48,868	−1,896	trim
196	Thrive Capital Management, LLC	$3.2M	48,586	+62	add
197	Caldwell Trust Co	$3.1M	47,276	0	no change
198	Sound View Wealth Advisors Group, LLC	$3.1M	46,754	−23	trim
199	NEOS Investment Management LLC	$3.1M	46,458	−13,160	trim
200	MML INVESTORS SERVICES, LLC	$3.1M	46,205	+3,459	add
201	CIBC WORLD MARKET INC.	$2.9M	44,486	+8,966	add
202	Ameritas Investment Partners, Inc.	$2.9M	44,380	+406	add
203	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.9M	44,271	+670	add
204	Vanguard Personalized Indexing Management, LLC	$2.7M	40,955	+948	add
205	YOUSIF CAPITAL MANAGEMENT, LLC	$2.7M	40,927	−1,201	trim
206	Focus Partners Wealth	$2.7M	40,837	−31,423	trim
207	Callan Family Office, LLC	$2.7M	40,802	−12,466	trim
208	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$2.6M	39,846	+2,478	add
209	HENNESSY ADVISORS INC	$2.6M	39,500	+39,500	new
210	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.6M	38,489	+1,995	add
211	QRG CAPITAL MANAGEMENT, INC.	$2.5M	38,254	+724	add
212	LOS ANGELES CAPITAL MANAGEMENT LLC	$2.5M	38,048	+33,349	add
213	Insight Inv LLC	$2.5M	37,068	+2,450	add
214	Utah Retirement Systems	$2.4M	36,553	−11,649	trim
215	UniSuper Management Pty Ltd	$2.4M	36,266	−1,328	trim
216	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.4M	36,198	−145	trim
217	TWINBEECH CAPITAL LP	$2.4M	36,100	+36,100	new
218	WORLDQUANT MILLENNIUM ADVISORS LLC	$2.4M	35,945	+35,945	new
219	TD Waterhouse Canada Inc.	$2.4M	36,516	+33,491	add
220	Bank Julius Baer & Co. Ltd, Zurich	$2.3M	34,298	−10,000	trim
221	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.3M	34,200	+34,200	new
222	Avanza Fonder AB	$2.3M	34,117	0	no change
223	Ethic Inc.	$2.3M	34,095	−12,079	trim
224	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.3M	34,044	−19,723	trim
225	Elo Mutual Pension Insurance Co	$2.2M	33,567	−22,776	trim
226	Faithward Advisors, LLC	$2.2M	33,487	+392	add
227	Agate Pass Investment Management, LLC	$2.2M	33,247	−1,851	trim
228	Y-Intercept (Hong Kong) Ltd	$2.2M	33,001	+11,808	add
229	PANAGORA ASSET MANAGEMENT INC	$2.2M	32,794	−5,502	trim
230	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.2M	32,521	−6,398	trim
231	Steward Partners Investment Advisory, LLC	$2.1M	32,294	+75	add
232	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.1M	31,692	−545	trim
233	OP Asset Management Ltd	$2.0M	30,853	—	no prior
234	Alamar Capital Management, LLC	$2.0M	30,575	—	no prior
235	Prospera Financial Services Inc	$2.0M	30,349	+5,499	add
236	NORDEA INVESTMENT MANAGEMENT AB	$2.0M	29,566	−1,900	trim
237	AXQ CAPITAL, LP	$1.9M	29,345	+29,345	new
238	Applied Capital LLC/FL	$1.9M	29,068	−607	trim
239	Lido Advisors, LLC	$1.9M	29,044	+231	add
240	CI INVESTMENTS INC.	$1.9M	28,655	+6,283	add
241	National Pension Service	$1.9M	28,415	+28,415	new
242	Virtus Investment Advisers, LLC	$1.9M	28,228	+1,960	add
243	Belpointe Asset Management LLC	$1.8M	27,312	−615	trim
244	MACQUARIE GROUP LTD	$1.8M	27,173	−11,667	trim
245	SCOTIA CAPITAL INC.	$1.8M	27,157	−10,645	trim
246	Beacon Pointe Advisors, LLC	$1.8M	26,845	+664	add
247	Nicholson Wealth Management Group, LLC	$1.8M	26,841	+2,332	add
248	Mariner, LLC	$1.8M	26,480	−90,487	trim
249	MIRABELLA FINANCIAL SERVICES LLP	$1.7M	26,200	+17,092	add
250	Empowered Funds, LLC	$1.7M	25,841	+25,841	new
251	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.7M	25,812	−73,009	trim
252	Eurizon Capital SGR S.p.A.	$1.7M	25,654	−19,228	trim
253	Qsemble Capital Management, LP	$1.7M	25,648	+25,648	new
254	EP Wealth Advisors, LLC	$1.7M	25,135	−2,276	trim
255	Sierra Legacy Group	$1.7M	24,925	+15	add
256	MGO ONE SEVEN LLC	$1.6M	24,858	−4,627	trim
257	Donoghue Forlines LLC	$1.6M	24,541	−9,860	trim
258	Crossmark Global Holdings, Inc.	$1.6M	24,436	—	no prior
259	PARSONS CAPITAL MANAGEMENT INC/RI	$1.6M	24,342	+39	add
260	Elgethun Capital Management	$1.6M	24,071	+2	add
261	PERSONAL CFO SOLUTIONS, LLC	$1.6M	23,802	+364	add
262	Empire Financial Management Company, LLC	$1.6M	23,604	+1,446	add
263	EXCHANGE TRADED CONCEPTS, LLC	$1.6M	23,489	+9,906	add
264	SKBA CAPITAL MANAGEMENT LLC	$1.5M	23,376	+50	add
265	Elm3 Financial Group, LLC	$1.5M	23,280	−956	trim
266	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.5M	22,394	+4,976	add
267	Bleakley Financial Group, LLC	$1.5M	22,589	−589	trim
268	Bannerstone Capital Management, LLC	$1.5M	22,483	—	no prior
269	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.4M	21,599	+1	add
270	Pullen Investment Management, LLC	$1.4M	21,400	−442	trim
271	Inspire Investing, LLC	$1.4M	21,211	+16,553	add
272	WELLINGTON MANAGEMENT GROUP LLP	$1.4M	21,127	+21,127	new
273	D.A. DAVIDSON & CO.	$1.4M	21,114	−465	trim
274	Summit Trail Advisors, LLC	$1.4M	20,622	+8,234	add
275	Sage Capital Advisors,llc	$1.4M	20,518	+4	add
276	Stegent Equity Advisors, Inc.	$1.4M	20,432	−2,246	trim
277	DC Investments Management, LLC	$1.3M	19,958	+19,958	new
278	DAVENPORT & Co LLC	$1.3M	19,855	+684	add
279	Private Advisor Group, LLC	$1.3M	19,142	−845	trim
280	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.2M	18,721	+6,853	add
281	JSF Financial, LLC	$1.2M	18,525	+1,314	add
282	Independent Advisor Alliance	$1.2M	18,509	−16,227	trim
283	Federation des caisses Desjardins du Quebec	$1.2M	18,480	−2,642	trim
284	Wealthfront Advisers LLC	$1.2M	18,431	−1,345	trim
285	Investment Planning Advisors, Inc.	$1.2M	18,402	−5	trim
286	Norinchukin Bank, The	$1.2M	18,201	−25	trim
287	Almanack Investment Partners, LLC.	$1.2M	18,145	0	no change
288	HM PAYSON & CO	$1.2M	18,104	0	no change
289	Orion Porfolio Solutions, LLC	$1.2M	18,094	−6,595	trim
290	TEMA ETFS LLC	$1.2M	18,025	−1,738	trim
291	MIZUHO SECURITIES USA LLC	$1.2M	18,013	−3,847	trim
292	Andra AP-fonden	$1.2M	17,907	−158,593	trim
293	Investment Management Corp of Ontario	$1.2M	17,704	−2,800	trim
294	National Philanthropic Trust	$1.2M	17,539	—	no prior
295	Allianz Asset Management GmbH	$1.1M	17,243	+3,112	add
296	Inspire Advisors, LLC	$1.1M	16,890	+2,526	add
297	Candriam S.C.A.	$1.1M	16,814	−9,521	trim
298	BROWN, LISLE/CUMMINGS, INC.	$1.1M	16,780	0	no change
299	NorthCoast Asset Management LLC	$1.1M	16,715	+11	add
300	Sepio Capital, LP	$1.1M	16,542	+2,026	add
301	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	16,537	−75,117	trim
302	Granite Bay Wealth Management, LLC	$1.1M	16,210	−5,000	trim
303	Advisory Alpha, LLC	$1.1M	15,959	+3,502	add
304	M&T BANK CORP	$1.0M	15,689	−1,001	trim
305	Aurdan Capital Management, LLC	$1.0M	15,678	−3,517	trim
306	Savant Capital, LLC	$1.0M	15,370	−612	trim
307	US BANCORP \DE\	$1.0M	15,195	−1,882	trim
308	Ballentine Partners, LLC	$1.0M	15,125	−439	trim
309	Quadrature Capital Ltd	$994K	15,003	+15,003	new
310	Tower Research Capital LLC (TRC)	$991K	14,956	+7,795	add
311	Weiss Asset Management LP	$985K	14,858	−488	trim
312	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$975K	14,712	+1,311	add
313	Vise Technologies, Inc.	$974K	13,885	0	no change
314	Aptus Capital Advisors, LLC	$962K	14,509	−1,318	trim
315	COMMERCE BANK	$940K	14,177	+2,371	add
316	BALYASNY ASSET MANAGEMENT L.P.	$902K	13,607	−4,764	trim
317	Metis Global Partners, LLC	$899K	13,570	−1,844	trim
318	OMERS ADMINISTRATION Corp	$899K	13,569	+2,520	add
319	ING GROEP NV	$897K	13,532	+13,532	new
320	BELLEVUE ASSET MANAGEMENT, LLC	$895K	13,500	−9	trim
321	Compass Wealth Management LLC	$884K	13,331	0	no change
322	Allspring Global Investments Holdings, LLC	$883K	13,526	+100	add
323	Concurrent Investment Advisors, LLC	$879K	13,261	−1,493	trim
324	KORNITZER CAPITAL MANAGEMENT INC /KS	$869K	13,115	−350	trim
325	CAISSE DES DEPOTS ET CONSIGNATIONS	$868K	13,103	0	no change
326	Ashton Thomas Private Wealth, LLC	$868K	13,096	+751	add
327	DF DENT & CO INC	$864K	13,040	0	no change
328	TOKIO MARINE ASSET MANAGEMENT CO LTD	$860K	12,977	0	no change
329	NOMURA HOLDINGS INC	$843K	12,718	+1,019	add
330	HB Wealth Management, LLC	$836K	12,618	+896	add
331	ELEVATION POINT WEALTH PARTNERS, LLC	$821K	12,382	+1,662	add
332	Swedbank AB	$820K	12,376	0	no change
333	BLAIR WILLIAM & CO/IL	$798K	12,043	+872	add
334	OCCUDO QUANTITATIVE STRATEGIES LP	$793K	11,863	−14,022	trim
335	ABN AMRO INVESTMENT SOLUTIONS	$778K	11,734	−839	trim
336	Baird Financial Group, Inc.	$774K	11,677	+11,677	new
337	Maryland State Retirement & Pension System	$774K	11,676	−3,083	trim
338	Impact Capital Partners LLC	$773K	11,666	−1,367	trim
339	J.M. Arbour, LLC	$761K	11,482	+340	add
340	Net Worth Advisory Group	$758K	11,438	−1,102	trim
341	NCM Capital Management, LLC	$746K	11,259	0	no change
342	Equitable Holdings, Inc.	$746K	10,704	−241	trim
343	Trueblood Wealth Management, LLC	$726K	10,961	−126	trim
344	Osmosis Investment Management UK Ltd	$722K	10,893	−39,251	trim
345	Empower Advisory Group, LLC	$716K	10,799	−9,758	trim
346	UMB Bank, n.a.	$697K	10,520	−481	trim
347	Brevan Howard Capital Management LP	$694K	10,473	−14,004	trim
348	Murphy Pohlad Asset Management LLC	$693K	10,462	0	no change
349	Aprio Wealth Management, LLC	$692K	10,437	−198	trim
350	LVW Advisors, LLC	$690K	10,407	−1,290	trim
351	Empirical Asset Management, LLC	$688K	10,373	−593	trim
352	OSSIAM	$686K	10,348	+1,796	add
353	Coastal Bridge Advisors, LLC	$681K	10,281	+4	add
354	Empirical Finance, LLC	$668K	10,076	−11	trim
355	SeaBridge Investment Advisors LLC	$666K	10,045	−27,364	trim
356	Merit Financial Group, LLC	$665K	10,037	−4,615	trim
357	KEB ASSET MANAGEMENT, LLC	$661K	9,974	−6	trim
358	Rydar Equities, Inc.	$661K	9,965	+162	add
359	Brooklyn Investment Group	$658K	9,925	+1,000	add
360	Sequoia Financial Advisors, LLC	$639K	9,644	+343	add
361	Woodline Partners LP	$638K	9,628	+4,078	add
362	Apollon Wealth Management, LLC	$636K	9,598	−4,696	trim
363	TECTONIC ADVISORS LLC	$635K	9,587	−89	trim
364	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$632K	9,535	−58	trim
365	Voleon Capital Management LP	$627K	9,456	+9,456	new
366	KING LUTHER CAPITAL MANAGEMENT CORP	$625K	9,426	0	no change
367	OneDigital Investment Advisors LLC	$623K	9,392	−1,170	trim
368	L2 Asset Management, LLC	$616K	9,287	−514	trim
369	EVERPAR ADVISORS LLC	$615K	9,274	−163	trim
370	Envestnet Portfolio Solutions, Inc.	$611K	9,224	−2,184	trim
371	SILVER OAK SECURITIES, INCORPORATED	$610K	9,199	+461	add
372	ASR Vermogensbeheer N.V.	$604K	9,115	+200	add
373	Jump Financial, LLC	$592K	8,926	−6,184	trim
374	NewEdge Advisors, LLC	$589K	8,883	+8,883	new
375	Carmel Capital Partners, LLC	$588K	8,877	+1,563	add
376	Hilltop Holdings Inc.	$582K	8,779	+8,779	new
377	Siemens Fonds Invest GmbH	$579K	8,732	−1,186	trim
378	MOODY LYNN LIEBERSON & WALKER, LLC	$571K	8,616	−2,694	trim
379	WEALTH ALLIANCE, LLC	$570K	8,599	+103	add
380	Wedmont Private Capital	$570K	8,477	−210	trim
381	RITHOLTZ WEALTH MANAGEMENT	$569K	8,581	+237	add
382	Resonant Capital Advisors, LLC	$565K	8,525	−10,553	trim
383	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$565K	8,519	−43,822	trim
384	North Dakota State Investment Board	$556K	8,387	−1,556	trim
385	OXFORD ASSET MANAGEMENT LLP	$551K	8,310	+8,310	new
386	EVOLVE PRIVATE WEALTH, LLC	$551K	8,307	−328	trim
387	HBK Sorce Advisory LLC	$545K	8,303	−174	trim
388	COLDSTREAM CAPITAL MANAGEMENT INC	$540K	8,150	−22,425	trim
389	DORVAL Corp	$535K	8,065	+10	add
390	SECURIAN ASSET MANAGEMENT, INC	$534K	8,063	−100	trim
391	London & Capital Asset Management Ltd	$531K	8,000	−8,700	trim
392	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$530K	7,996	+1,204	add
393	Avior Wealth Management, LLC	$518K	7,816	+15	add
394	Storgate, LLC	$507K	7,648	−1,590	trim
395	Banque Transatlantique SA	$499K	7,534	+7,534	new
396	Aurelius Family Office LLC	$498K	7,519	0	no change
397	IHT Wealth Management, LLC	$486K	7,329	−466	trim
398	RWA WEALTH PARTNERS, LLC	$481K	7,260	−24	trim
399	Advisors Capital Management, LLC	$479K	7,226	−44	trim
400	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$478K	7,320	−638	trim
401	Laird Norton Wetherby Trust Company, LLC	$474K	7,149	+1,498	add
402	Procyon Advisors, LLC	$466K	7,027	−1,135	trim
403	Canada Post Corp Registered Pension Plan	$464K	7,005	0	no change
404	Caprock Group, LLC	$459K	6,923	+6,923	new
405	GLENMEDE TRUST CO NA	$458K	6,916	−325	trim
406	Wealth Advisors of Iowa, LLC	$458K	6,912	+30	add
407	Clear Harbor Asset Management, LLC	$456K	6,876	+25	add
408	SAGESPRING WEALTH PARTNERS, LLC	$453K	6,836	−406	trim
409	AE Wealth Management LLC	$452K	6,825	−197	trim
410	Meiji Yasuda Asset Management Co Ltd.	$451K	6,804	−418	trim
411	Investment Partners Asset Management, Inc.	$447K	6,750	0	no change
412	Dynamic Advisor Solutions LLC	$447K	6,744	+1,030	add
413	PRINCIPAL SECURITIES, INC.	$444K	6,700	+429	add
414	CRAWFORD INVESTMENT COUNSEL INC	$440K	6,635	−3	trim
415	Diligent Investors, LLC	$425K	6,411	0	no change
416	QUADRANT CAPITAL GROUP LLC	$425K	6,405	−458	trim
417	MATHER GROUP, LLC.	$423K	6,377	−301	trim
418	LEVEL FOUR ADVISORY SERVICES, LLC	$420K	6,336	−764	trim
419	OSTERWEIS CAPITAL MANAGEMENT INC	$420K	6,331	0	no change
420	Arax Advisory Partners	$419K	6,322	−1,969	trim
421	NAPLES GLOBAL ADVISORS, LLC	$417K	6,288	0	no change
422	Carnegie Investment Counsel	$414K	6,239	+502	add
423	Baron Wealth Management LLC	$412K	6,220	0	no change
424	Wealth Quarterback LLC	$408K	6,153	+148	add
425	WESTCO ADVISORY SERVICES INC /ADV	$407K	6,137	—	no prior
426	GREENLEAF TRUST	$406K	6,125	−176	trim
427	Claro Advisors Inc.	$402K	6,071	+6,071	new
428	Cassaday & Co Wealth Management LLC	$401K	6,057	+206	add
429	Thrive Wealth Management, LLC	$401K	6,050	−420	trim
430	BROWN ADVISORY INC	$399K	6,020	−4,924	trim
431	Visionary Wealth Advisors	$398K	6,007	0	no change
432	Heritage Family Offices, LLP	$391K	5,900	−2,375	trim
433	World Investment Advisors	$389K	5,867	−863	trim
434	ATTICUS WEALTH MANAGEMENT, LLC	$388K	5,858	+147	add
435	Bryn Mawr Trust Advisors, LLC	$384K	5,792	−807	trim
436	ROMANO BROTHERS AND COMPANY	$382K	5,770	0	no change
437	CenterBook Partners LP	$379K	5,722	+5,722	new
438	Lincoln Capital LLC	$377K	5,692	0	no change
439	Geneos Wealth Management Inc.	$374K	5,647	+3,453	add
440	SIGNATUREFD, LLC	$373K	5,634	+281	add
441	Westerkirk Capital Inc.	$371K	5,600	0	no change
442	Pekin Hardy Strauss, Inc.	$370K	5,575	0	no change
443	Sun Financial Inc	$368K	5,570	−304	trim
444	Snowden Capital Advisors LLC	$366K	5,527	−827	trim
445	Wealthspire Advisors, LLC	$365K	5,509	−1,115	trim
446	FIRETHORN WEALTH PARTNERS, LLC	$364K	5,497	−13	trim
447	SummitTX Capital, L.P.	$364K	5,489	−8,773	trim
448	STRATEGY ASSET MANAGERS LLC	$355K	5,352	−6,887	trim
449	YHB Investment Advisors, Inc.	$354K	5,346	−2,915	trim
450	Concentric Capital Strategies, LP	$353K	5,327	+5,327	new
451	Vontobel Holding Ltd.	$352K	5,314	+591	add
452	Huntleigh Advisors, Inc.	$351K	5,299	+913	add
453	BEACON FINANCIAL GROUP	$349K	5,261	—	no prior
454	TruNorth Capital Management, LLC	$347K	5,240	0	no change
455	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$340K	5,130	+5,130	new
456	Gallacher Capital Management LLC	$340K	5,128	+5,128	new
457	Odyssean, LLC	$338K	5,098	+5,098	new
458	Perpetual Ltd	$338K	5,095	0	no change
459	Cushing Capital Partners, LLC	$331K	4,996	−6,839	trim
460	GENESIS PRIVATE WEALTH, LLC	$324K	4,884	−50	trim
461	Assenagon Asset Management S.A.	$317K	4,778	−2,560	trim
462	Compound Planning, Inc.	$316K	4,764	−303	trim
463	MANCHESTER FINANCIAL INC	$316K	4,763	−2,059	trim
464	FOX RUN MANAGEMENT, L.L.C.	$312K	4,714	+177	add
465	Impact Partnership Wealth, LLC	$312K	4,708	−10,424	trim
466	SPIREPOINT PRIVATE CLIENT, LLC	$311K	4,690	−324	trim
467	MISSION WEALTH MANAGEMENT, LP	$308K	4,641	−10	trim
468	BCS Private Wealth Management, Inc.	$307K	4,639	+4,639	new
469	Simplicity Wealth,LLC	$305K	4,604	+251	add
470	PRUDENTIAL PLC	$304K	4,591	0	no change
471	FIDELIS CAPITAL PARTNERS, LLC	$304K	4,591	−209	trim
472	IFC Advisors LLC	$304K	4,587	−43	trim
473	Delta Investment Management, LLC	$304K	4,581	+22	add
474	Checchi Capital Advisers, LLC	$300K	4,520	+867	add
475	Cornerstone Wealth Management, LLC	$299K	4,506	0	no change
476	Engineers Gate Manager LP	$295K	4,458	+4,458	new
477	BANK OF NOVA SCOTIA TRUST CO	$294K	4,437	0	no change
478	Cadent Capital Advisors, LLC	$291K	4,387	−114	trim
479	Apella Capital, LLC	$290K	4,337	+225	add
480	DAYMARK WEALTH PARTNERS, LLC	$290K	4,372	−612	trim
481	COMPASS CAPITAL CORP /MA/ /ADV	$289K	4,346	+6	add
482	OPPENHEIMER & CO INC	$285K	4,300	+4,300	new
483	111 Capital	$282K	4,253	+4,253	new
484	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$282K	4,252	0	no change
485	S-Bank Fund Management Ltd	$280K	4,229	−157	trim
486	Meeder Advisory Services, Inc.	$279K	4,217	−1,144	trim
487	FLORIDA FINANCIAL ADVISORS, LLC	$277K	4,183	+1,020	add
488	CHOREO, LLC	$274K	4,136	−750	trim
489	Abacus Planning Group, Inc.	$273K	4,124	−183	trim
490	KEYBANK NATIONAL ASSOCIATION/OH	$272K	4,109	+246	add
491	CALDWELL SUTTER CAPITAL, INC.	$272K	4,100	+400	add
492	GUGGENHEIM CAPITAL LLC	$272K	4,097	−1,310	trim
493	GTS SECURITIES LLC	$270K	4,069	+515	add
494	EntryPoint Capital, LLC	$269K	4,053	0	no change
495	Advyzon Investment Management, LLC	$267K	4,028	+422	add
496	MONETA GROUP INVESTMENT ADVISORS LLC	$263K	3,966	−122	trim
497	Legacy Capital Wealth Partners, LLC	$257K	3,880	−1,623	trim
498	BIP Wealth, LLC	$250K	3,775	−35	trim
499	FIRST CITIZENS BANK & TRUST CO	$247K	3,732	−190	trim
500	Transamerica Financial Advisors, LLC	$247K	3,729	+971	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WRB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $28.3M held
Trimming: 1 Gotham Asset Management $11.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BERKLEY W R CORP

Merged timeline of congressional filings and notable-manager moves on WRB
Date	Who	Change	Size
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Sale	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	add	+351,330 sh
2026-05-15	Gotham Asset Management 13F	trim	−113,999 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed WRB — the congressional view ↗