Public record / Tickers / WRB

WRB — BERKLEY W R CORP

Both disclosure regimes on one name: who in Congress filed about WRB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
30
all PTR rows naming WRB
Members · 12m
2
1 buys · 12 sells · by trade date
Latest PTR
07-02
filed 2026-07-02
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

MacArthur, Thomas · $15.0K–$50.0K

Sale · traded 2018-12-07 → filed 2019-01-11. Ranked over every WRB row by the provable lower bound, never a point estimate.

2 members · 1 buys / 12 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

20 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 20 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WRB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WRB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 06-05 +27d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-29 +10d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-19 +20d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-14 +25d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-13 +26d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 30 ↗

Members active in WRB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WRB in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-3110−$150K to −$10.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

2 members in the window · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+351,330 sh
2026-05-15Gotham Asset Management 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of WRB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MITSUI SUMITOMO INSURANCE CO LTD$3.9B1
2BlackRock, Inc.$1.5B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$978M1
5STATE STREET CORP$955M1
6MORGAN STANLEY$690M1
7KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$515M1
8Invesco Ltd.$335M1
9FIRST TRUST ADVISORS LP$263M1
10WELLS FARGO & COMPANY/MN$251M1
11DIMENSIONAL FUND ADVISORS LP$250M1
12UBS Group AG$217M1
13BANK OF AMERICA CORP /DE/$193M1
14NORTHERN TRUST CORP$179M1
15Janus Henderson Group Ltd.$163M1
161832 Asset Management L.P.$152M1
17ROYAL LONDON ASSET MANAGEMENT LTD$151M1
18Polar Capital Holdings Plc$151M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$144M1
20PRINCIPAL FINANCIAL GROUP INC$127M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$126M1
22Legal & General Group Plc$124M1
23AQR CAPITAL MANAGEMENT LLC$122M1
24VANGUARD FIDUCIARY TRUST CO$110M1
25CITADEL ADVISORS LLC$92.4M1
26FMR LLC$92.1M1
27CHILTON INVESTMENT CO INC.$92.0M1
28ROYAL BANK OF CANADA$86.0M1
29EULAV Asset Management$81.6M1
30BARCLAYS PLC$81.3M1
31DEUTSCHE BANK AG\$75.9M1
32ANCHOR CAPITAL ADVISORS LLC$75.2M1
33JONES FINANCIAL COMPANIES LLLP$74.3M1
34HSBC HOLDINGS PLC$73.2M1
35RAYMOND JAMES FINANCIAL INC$72.9M1
36JANE STREET GROUP, LLC$67.2M1
37ENVESTNET ASSET MANAGEMENT INC$59.4M1
38PARNASSUS INVESTMENTS, LLC$53.4M1
39ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$53.2M1
40PFA Pension, Forsikringsaktieselskab$52.4M1
41Cerity Partners LLC$51.4M1
42Swiss National Bank$48.1M1
43Amundi$47.8M1
44CITIGROUP INC$46.9M1
45STIFEL FINANCIAL CORP$44.2M1
46CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$43.7M1
47BloombergSen Inc.$43.6M1
48Vanguard Global Advisers, LLC$43.0M1
49Mraz, Amerine & Associates, Inc.$41.8M1
50Mitsubishi UFJ Asset Management Co., Ltd.$41.3M1
51TRUIST FINANCIAL CORP$37.9M1
52Nuveen, LLC$34.7M1
53BRANDES INVESTMENT PARTNERS, LP$34.0M1
54Maren Capital LLC$33.4M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.3M1
56MANUFACTURERS LIFE INSURANCE COMPANY, THE$33.1M1
57VICTORY CAPITAL MANAGEMENT INC$31.3M1
58MILLENNIUM MANAGEMENT LLC$30.4M1
59TUDOR INVESTMENT CORP ET AL$28.3M1
60VANGUARD ASSET MANAGEMENT, Ltd$26.9M1
61FRANKLIN RESOURCES INC$26.1M1
62Russell Investments Group, Ltd.$25.8M1
63America First Investment Advisors, LLC$25.2M1
64Aware Super Pty Ltd as trustee of Aware Super$24.2M1
65APG Asset Management N.V.$23.1M1
66ZACKS INVESTMENT MANAGEMENT$21.8M1
67FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$20.6M1
68BANK OF NOVA SCOTIA$20.6M1
69ALLIANCEBERNSTEIN L.P.$20.5M1
70CWM, LLC$18.6M1
71Rockefeller Capital Management L.P.$18.5M1
72TWO SIGMA INVESTMENTS, LP$18.1M1
73BARLOW WEALTH PARTNERS, LLC$18.1M1
74Quantinno Capital Management LP$17.4M1
75PhiloSmith Capital Corp$17.3M1
76STOREBRAND ASSET MANAGEMENT AS$17.1M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.8M1
78AVIVA PLC$16.5M1
79BANK OF MONTREAL /CAN/$16.4M1
80Illinois Municipal Retirement Fund$16.3M1
81LPL Financial LLC$16.2M1
82GILDER GAGNON HOWE & CO LLC$15.9M1
83Universal- Beteiligungs- und Servicegesellschaft mbH$15.5M1
84HUTCHINSON CAPITAL MANAGEMENT/CA$15.4M1
85STATE OF WISCONSIN INVESTMENT BOARD$15.0M1
86Townsend & Associates, Inc$14.4M1
87Korea Investment CORP$14.2M1
88Curi Capital, LLC$14.1M1
89D. E. Shaw & Co., Inc.$13.3M1
90MERCER GLOBAL ADVISORS INC /ADV$13.0M1
91STANSBERRY ASSET MANAGEMENT, LLC$12.8M1
92BNP Paribas Asset Management Holding S.A.$12.8M1
93AMERICAN CENTURY COMPANIES INC$12.2M1
94Aberdeen Group plc$12.0M1
95SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$12.0M1
96GHP Investment Advisors, Inc.$11.9M1
97SEI INVESTMENTS CO$11.5M1
98Pictet Asset Management Holding SA$11.4M1
99Trexquant Investment LP$11.2M1
100STEPHENS INC /AR/$11.2M1
101Gotham Asset Management, LLC$11.1M1
102NATIONAL BANK OF CANADA /FI/$10.5M1
103Qube Research & Technologies Ltd$10.2M1
104Financial Strategies Group, Inc.$9.9M1
105TD ASSET MANAGEMENT INC$9.9M1
106Chevy Chase Trust Holdings, LLC$9.7M1
107PRUDENTIAL FINANCIAL INC$9.5M1
108FRONTIER CAPITAL MANAGEMENT CO LLC$9.2M1
109Prana Capital Management, LP$9.2M1
110ASSETMARK, INC$8.8M1
111EAGLE ROCK INVESTMENT COMPANY, LLC$8.7M1
112MEANS INVESTMENT CO., INC.$8.4M1
113Connor, Clark & Lunn Investment Management Ltd.$8.3M1
114EAGLE CAPITAL MANAGEMENT LLC$8.2M1
115Vanguard Investments Australia, Ltd.$8.2M1
116Tredje AP-fonden$7.9M1
117Resona Asset Management Co.,Ltd.$7.9M1
118SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.7M1
119Creative Planning$7.7M1
120Corient Private Wealth LLC$7.7M1
121Asset Management One Co., Ltd.$7.6M1
122MATTERN CAPITAL MANAGEMENT, LLC$7.5M1
123TORONTO DOMINION BANK$7.5M1
124Verdence Capital Advisors LLC$7.4M1
125CIBC Bancorp USA Inc.$7.3M1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.3M1
127BENJAMIN EDWARDS INC$7.1M1
128Titiun Yejiel$7.0M1
129Lansforsakringar Fondforvaltning AB (publ)$6.9M1
130Dakota Wealth Management$6.7M1
1317G CAPITAL MANAGEMENT, LLC$6.6M1
132Ensign Peak Advisors, Inc$6.6M1
133BURNEY CO/$6.5M1
134Vest Financial, LLC$6.5M1
135NOMURA ASSET MANAGEMENT CO LTD$6.2M1
136Vident Advisory, LLC$5.9M1
137Vestmark Advisory Solutions, Inc.$5.7M1
138Greenline Partners, LLC$5.7M1
139PUBLIC SECTOR PENSION INVESTMENT BOARD$5.6M1
140CIBC Asset Management Inc$5.6M1
141OSAIC HOLDINGS, INC.$5.5M1
142MACKENZIE FINANCIAL CORP$5.5M1
143Dai-ichi Life Insurance Company, Ltd$5.4M1
144Czech National Bank$5.4M1
145State of New Jersey Common Pension Fund D$5.4M1
146STATE OF MICHIGAN RETIREMENT SYSTEM$5.4M1
147Cetera Investment Advisers$5.3M1
148FIFTH THIRD BANCORP$5.2M1
149COMMONWEALTH EQUITY SERVICES, LLC$5.2M1
150Davidson Capital Management Inc.$5.1M1
151NewEdge Wealth, LLC$5.0M1
152Atria Investments, Inc$5.0M1
153MUFG Securities EMEA plc$5.0M1
154Rafferty Asset Management, LLC$4.8M1
155BAXTER BROS INC$4.8M1
156MONTAG A & ASSOCIATES INC$4.7M1
157Tidal Investments LLC$4.7M1
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.6M1
159Schonfeld Strategic Advisors LLC$4.5M1
160Kestra Advisory Services, LLC$4.5M1
161Elevate Capital Advisors, LLC$4.5M1
162Arizona State Retirement System$4.4M1
163&PARTNERS$4.4M1
164Pathstone Holdings, LLC$4.4M1
165NEW VERNON INVESTMENT MANAGEMENT LLC$4.2M1
166Man Group plc$4.2M1
167Retirement Systems of Alabama$4.2M1
168HighTower Advisors, LLC$4.2M1
169Waverly Advisors, LLC$4.2M1
170INTECH INVESTMENT MANAGEMENT LLC$4.1M1
171Zurcher Kantonalbank (Zurich Cantonalbank)$4.1M1
172Swiss Life Asset Management Ltd$4.1M1
173ExodusPoint Capital Management, LP$4.0M1
174MARKEL GROUP INC.$4.0M1
175ProShare Advisors LLC$4.0M1
176VOYA INVESTMENT MANAGEMENT LLC$4.0M1
177SEB Asset Management AB$3.9M1
178Mirae Asset Global Investments Co., Ltd.$3.8M1
179Daiwa Securities Group Inc.$3.8M1
180O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.7M1
181INTREPID CAPITAL MANAGEMENT INC$3.7M1
182Asset Management Group, Inc.$3.6M1
183KLCM Advisors, Inc.$3.6M1
184Squarepoint Ops LLC$3.6M1
185Fairman Group, LLC$3.5M1
186USS Investment Management Ltd$3.5M1
187SteelPeak Wealth, LLC$3.5M1
188IFM Investors Pty Ltd$3.5M1
189Henshaw Capital LLC$3.5M1
190GRIFFIN ASSET MANAGEMENT, INC.$3.4M1
191CREDIT AGRICOLE S A$3.4M1
192Robeco Institutional Asset Management B.V.$3.3M1
193Illumine Investment Management, LLC$3.3M1
194STANCE CAPITAL LLC$3.3M1
195XPONANCE LLC$3.2M1
196Thrive Capital Management, LLC$3.2M1
197Caldwell Trust Co$3.1M1
198Sound View Wealth Advisors Group, LLC$3.1M1
199NEOS Investment Management LLC$3.1M1
200MML INVESTORS SERVICES, LLC$3.1M1
201CIBC WORLD MARKET INC.$2.9M1
202Ameritas Investment Partners, Inc.$2.9M1
203NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.9M1
204Vanguard Personalized Indexing Management, LLC$2.7M1
205YOUSIF CAPITAL MANAGEMENT, LLC$2.7M1
206Focus Partners Wealth$2.7M1
207Callan Family Office, LLC$2.7M1
208Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.6M1
209HENNESSY ADVISORS INC$2.6M1
210MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.6M1
211QRG CAPITAL MANAGEMENT, INC.$2.5M1
212LOS ANGELES CAPITAL MANAGEMENT LLC$2.5M1
213Insight Inv LLC$2.5M1
214Utah Retirement Systems$2.4M1
215UniSuper Management Pty Ltd$2.4M1
216Sumitomo Mitsui DS Asset Management Company, Ltd$2.4M1
217TWINBEECH CAPITAL LP$2.4M1
218WORLDQUANT MILLENNIUM ADVISORS LLC$2.4M1
219TD Waterhouse Canada Inc.$2.4M1
220Bank Julius Baer & Co. Ltd, Zurich$2.3M1
221OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
222Avanza Fonder AB$2.3M1
223Ethic Inc.$2.3M1
224BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.3M1
225Elo Mutual Pension Insurance Co$2.2M1
226Faithward Advisors, LLC$2.2M1
227Agate Pass Investment Management, LLC$2.2M1
228Y-Intercept (Hong Kong) Ltd$2.2M1
229PANAGORA ASSET MANAGEMENT INC$2.2M1
230NISSAY ASSET MANAGEMENT CORP /JAPAN$2.2M1
231Steward Partners Investment Advisory, LLC$2.1M1
232MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.1M1
233OP Asset Management Ltd$2.0M1
234Alamar Capital Management, LLC$2.0M1
235Prospera Financial Services Inc$2.0M1
236NORDEA INVESTMENT MANAGEMENT AB$2.0M1
237AXQ CAPITAL, LP$1.9M1
238Applied Capital LLC/FL$1.9M1
239Lido Advisors, LLC$1.9M1
240CI INVESTMENTS INC.$1.9M1
241National Pension Service$1.9M1
242Virtus Investment Advisers, LLC$1.9M1
243Belpointe Asset Management LLC$1.8M1
244MACQUARIE GROUP LTD$1.8M1
245SCOTIA CAPITAL INC.$1.8M1
246Beacon Pointe Advisors, LLC$1.8M1
247Nicholson Wealth Management Group, LLC$1.8M1
248Mariner, LLC$1.8M1
249MIRABELLA FINANCIAL SERVICES LLP$1.7M1
250Empowered Funds, LLC$1.7M1
251SCHRODER INVESTMENT MANAGEMENT GROUP$1.7M1
252Eurizon Capital SGR S.p.A.$1.7M1
253Qsemble Capital Management, LP$1.7M1
254EP Wealth Advisors, LLC$1.7M1
255Sierra Legacy Group$1.7M1
256MGO ONE SEVEN LLC$1.6M1
257Donoghue Forlines LLC$1.6M1
258Crossmark Global Holdings, Inc.$1.6M1
259PARSONS CAPITAL MANAGEMENT INC/RI$1.6M1
260Elgethun Capital Management$1.6M1
261PERSONAL CFO SOLUTIONS, LLC$1.6M1
262Empire Financial Management Company, LLC$1.6M1
263EXCHANGE TRADED CONCEPTS, LLC$1.6M1
264SKBA CAPITAL MANAGEMENT LLC$1.5M1
265Elm3 Financial Group, LLC$1.5M1
266DIVERSIFY WEALTH MANAGEMENT, LLC$1.5M1
267Bleakley Financial Group, LLC$1.5M1
268Bannerstone Capital Management, LLC$1.5M1
269MITCHELL & PAHL PRIVATE WEALTH, LLC$1.4M1
270Pullen Investment Management, LLC$1.4M1
271Inspire Investing, LLC$1.4M1
272WELLINGTON MANAGEMENT GROUP LLP$1.4M1
273D.A. DAVIDSON & CO.$1.4M1
274Summit Trail Advisors, LLC$1.4M1
275Sage Capital Advisors,llc$1.4M1
276Stegent Equity Advisors, Inc.$1.4M1
277DC Investments Management, LLC$1.3M1
278DAVENPORT & Co LLC$1.3M1
279Private Advisor Group, LLC$1.3M1
280HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.2M1
281JSF Financial, LLC$1.2M1
282Independent Advisor Alliance$1.2M1
283Federation des caisses Desjardins du Quebec$1.2M1
284Wealthfront Advisers LLC$1.2M1
285Investment Planning Advisors, Inc.$1.2M1
286Norinchukin Bank, The$1.2M1
287Almanack Investment Partners, LLC.$1.2M1
288HM PAYSON & CO$1.2M1
289Orion Porfolio Solutions, LLC$1.2M1
290TEMA ETFS LLC$1.2M1
291MIZUHO SECURITIES USA LLC$1.2M1
292Andra AP-fonden$1.2M1
293Investment Management Corp of Ontario$1.2M1
294National Philanthropic Trust$1.2M1
295Allianz Asset Management GmbH$1.1M1
296Inspire Advisors, LLC$1.1M1
297Candriam S.C.A.$1.1M1
298BROWN, LISLE/CUMMINGS, INC.$1.1M1
299NorthCoast Asset Management LLC$1.1M1
300Sepio Capital, LP$1.1M1
301GATEWAY INVESTMENT ADVISERS LLC$1.1M1
302Granite Bay Wealth Management, LLC$1.1M1
303Advisory Alpha, LLC$1.1M1
304M&T BANK CORP$1.0M1
305Aurdan Capital Management, LLC$1.0M1
306Savant Capital, LLC$1.0M1
307US BANCORP \DE\$1.0M1
308Ballentine Partners, LLC$1.0M1
309Quadrature Capital Ltd$994K1
310Tower Research Capital LLC (TRC)$991K1
311Weiss Asset Management LP$985K1
312NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$975K1
313Vise Technologies, Inc.$974K1
314Aptus Capital Advisors, LLC$962K1
315COMMERCE BANK$940K1
316BALYASNY ASSET MANAGEMENT L.P.$902K1
317Metis Global Partners, LLC$899K1
318OMERS ADMINISTRATION Corp$899K1
319ING GROEP NV$897K1
320BELLEVUE ASSET MANAGEMENT, LLC$895K1
321Compass Wealth Management LLC$884K1
322Allspring Global Investments Holdings, LLC$883K1
323Concurrent Investment Advisors, LLC$879K1
324KORNITZER CAPITAL MANAGEMENT INC /KS$869K1
325CAISSE DES DEPOTS ET CONSIGNATIONS$868K1
326Ashton Thomas Private Wealth, LLC$868K1
327DF DENT & CO INC$864K1
328TOKIO MARINE ASSET MANAGEMENT CO LTD$860K1
329NOMURA HOLDINGS INC$843K1
330HB Wealth Management, LLC$836K1
331ELEVATION POINT WEALTH PARTNERS, LLC$821K1
332Swedbank AB$820K1
333BLAIR WILLIAM & CO/IL$798K1
334OCCUDO QUANTITATIVE STRATEGIES LP$793K1
335ABN AMRO INVESTMENT SOLUTIONS$778K1
336Baird Financial Group, Inc.$774K1
337Maryland State Retirement & Pension System$774K1
338Impact Capital Partners LLC$773K1
339J.M. Arbour, LLC$761K1
340Net Worth Advisory Group$758K1
341NCM Capital Management, LLC$746K1
342Equitable Holdings, Inc.$746K1
343Trueblood Wealth Management, LLC$726K1
344Osmosis Investment Management UK Ltd$722K1
345Empower Advisory Group, LLC$716K1
346UMB Bank, n.a.$697K1
347Brevan Howard Capital Management LP$694K1
348Murphy Pohlad Asset Management LLC$693K1
349Aprio Wealth Management, LLC$692K1
350LVW Advisors, LLC$690K1
351Empirical Asset Management, LLC$688K1
352OSSIAM$686K1
353Coastal Bridge Advisors, LLC$681K1
354Empirical Finance, LLC$668K1
355SeaBridge Investment Advisors LLC$666K1
356Merit Financial Group, LLC$665K1
357KEB ASSET MANAGEMENT, LLC$661K1
358Rydar Equities, Inc.$661K1
359Brooklyn Investment Group$658K1
360Sequoia Financial Advisors, LLC$639K1
361Woodline Partners LP$638K1
362Apollon Wealth Management, LLC$636K1
363TECTONIC ADVISORS LLC$635K1
364NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$632K1
365Voleon Capital Management LP$627K1
366KING LUTHER CAPITAL MANAGEMENT CORP$625K1
367OneDigital Investment Advisors LLC$623K1
368L2 Asset Management, LLC$616K1
369EVERPAR ADVISORS LLC$615K1
370Envestnet Portfolio Solutions, Inc.$611K1
371SILVER OAK SECURITIES, INCORPORATED$610K1
372ASR Vermogensbeheer N.V.$604K1
373Jump Financial, LLC$592K1
374NewEdge Advisors, LLC$589K1
375Carmel Capital Partners, LLC$588K1
376Hilltop Holdings Inc.$582K1
377Siemens Fonds Invest GmbH$579K1
378MOODY LYNN LIEBERSON & WALKER, LLC$571K1
379WEALTH ALLIANCE, LLC$570K1
380Wedmont Private Capital$570K1
381RITHOLTZ WEALTH MANAGEMENT$569K1
382Resonant Capital Advisors, LLC$565K1
383BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$565K1
384North Dakota State Investment Board$556K1
385OXFORD ASSET MANAGEMENT LLP$551K1
386EVOLVE PRIVATE WEALTH, LLC$551K1
387HBK Sorce Advisory LLC$545K1
388COLDSTREAM CAPITAL MANAGEMENT INC$540K1
389DORVAL Corp$535K1
390SECURIAN ASSET MANAGEMENT, INC$534K1
391London & Capital Asset Management Ltd$531K1
392UNITED CAPITAL FINANCIAL ADVISORS, LLC$530K1
393Avior Wealth Management, LLC$518K1
394Storgate, LLC$507K1
395Banque Transatlantique SA$499K1
396Aurelius Family Office LLC$498K1
397IHT Wealth Management, LLC$486K1
398RWA WEALTH PARTNERS, LLC$481K1
399Advisors Capital Management, LLC$479K1
400INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$478K1
401Laird Norton Wetherby Trust Company, LLC$474K1
402Procyon Advisors, LLC$466K1
403Canada Post Corp Registered Pension Plan$464K1
404Caprock Group, LLC$459K1
405GLENMEDE TRUST CO NA$458K1
406Wealth Advisors of Iowa, LLC$458K1
407Clear Harbor Asset Management, LLC$456K1
408SAGESPRING WEALTH PARTNERS, LLC$453K1
409AE Wealth Management LLC$452K1
410Meiji Yasuda Asset Management Co Ltd.$451K1
411Investment Partners Asset Management, Inc.$447K1
412Dynamic Advisor Solutions LLC$447K1
413PRINCIPAL SECURITIES, INC.$444K1
414CRAWFORD INVESTMENT COUNSEL INC$440K1
415Diligent Investors, LLC$425K1
416QUADRANT CAPITAL GROUP LLC$425K1
417MATHER GROUP, LLC.$423K1
418LEVEL FOUR ADVISORY SERVICES, LLC$420K1
419OSTERWEIS CAPITAL MANAGEMENT INC$420K1
420Arax Advisory Partners$419K1
421NAPLES GLOBAL ADVISORS, LLC$417K1
422Carnegie Investment Counsel$414K1
423Baron Wealth Management LLC$412K1
424Wealth Quarterback LLC$408K1
425WESTCO ADVISORY SERVICES INC /ADV$407K1
426GREENLEAF TRUST$406K1
427Claro Advisors Inc.$402K1
428Cassaday & Co Wealth Management LLC$401K1
429Thrive Wealth Management, LLC$401K1
430BROWN ADVISORY INC$399K1
431Visionary Wealth Advisors$398K1
432Heritage Family Offices, LLP$391K1
433World Investment Advisors$389K1
434ATTICUS WEALTH MANAGEMENT, LLC$388K1
435Bryn Mawr Trust Advisors, LLC$384K1
436ROMANO BROTHERS AND COMPANY$382K1
437CenterBook Partners LP$379K1
438Lincoln Capital LLC$377K1
439Geneos Wealth Management Inc.$374K1
440SIGNATUREFD, LLC$373K1
441Westerkirk Capital Inc.$371K1
442Pekin Hardy Strauss, Inc.$370K1
443Sun Financial Inc$368K1
444Snowden Capital Advisors LLC$366K1
445Wealthspire Advisors, LLC$365K1
446FIRETHORN WEALTH PARTNERS, LLC$364K1
447SummitTX Capital, L.P.$364K1
448STRATEGY ASSET MANAGERS LLC$355K1
449YHB Investment Advisors, Inc.$354K1
450Concentric Capital Strategies, LP$353K1
451Vontobel Holding Ltd.$352K1
452Huntleigh Advisors, Inc.$351K1
453BEACON FINANCIAL GROUP$349K1
454TruNorth Capital Management, LLC$347K1
455BEESE FULMER INVESTMENT MANAGEMENT, INC.$340K1
456Gallacher Capital Management LLC$340K1
457Odyssean, LLC$338K1
458Perpetual Ltd$338K1
459Cushing Capital Partners, LLC$331K1
460GENESIS PRIVATE WEALTH, LLC$324K1
461Assenagon Asset Management S.A.$317K1
462Compound Planning, Inc.$316K1
463MANCHESTER FINANCIAL INC$316K1
464FOX RUN MANAGEMENT, L.L.C.$312K1
465Impact Partnership Wealth, LLC$312K1
466SPIREPOINT PRIVATE CLIENT, LLC$311K1
467MISSION WEALTH MANAGEMENT, LP$308K1
468BCS Private Wealth Management, Inc.$307K1
469Simplicity Wealth,LLC$305K1
470PRUDENTIAL PLC$304K1
471FIDELIS CAPITAL PARTNERS, LLC$304K1
472IFC Advisors LLC$304K1
473Delta Investment Management, LLC$304K1
474Checchi Capital Advisers, LLC$300K1
475Cornerstone Wealth Management, LLC$299K1
476Engineers Gate Manager LP$295K1
477BANK OF NOVA SCOTIA TRUST CO$294K1
478Cadent Capital Advisors, LLC$291K1
479Apella Capital, LLC$290K1
480DAYMARK WEALTH PARTNERS, LLC$290K1
481COMPASS CAPITAL CORP /MA/ /ADV$289K1
482OPPENHEIMER & CO INC$285K1
483111 Capital$282K1
484MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$282K1
485S-Bank Fund Management Ltd$280K1
486Meeder Advisory Services, Inc.$279K1
487FLORIDA FINANCIAL ADVISORS, LLC$277K1
488CHOREO, LLC$274K1
489Abacus Planning Group, Inc.$273K1
490KEYBANK NATIONAL ASSOCIATION/OH$272K1
491CALDWELL SUTTER CAPITAL, INC.$272K1
492GUGGENHEIM CAPITAL LLC$272K1
493GTS SECURITIES LLC$270K1
494EntryPoint Capital, LLC$269K1
495Advyzon Investment Management, LLC$267K1
496MONETA GROUP INVESTMENT ADVISORS LLC$263K1
497Legacy Capital Wealth Partners, LLC$257K1
498BIP Wealth, LLC$250K1
499FIRST CITIZENS BANK & TRUST CO$247K1
500Transamerica Financial Advisors, LLC$247K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 12 sell
Congress net ($ bound)−$179K to $3.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WRB

RETAINED WINDOW · ACTIVE HITS

Zero hits on WRB in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WRB · financials and macro

Financials — as filed PLANNED

WRB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WRB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing