WRB — Berkley W R Corp Institutional Holders · Q3 2026

Name: Who Owns WRB? 32 Institutions Hold $76.3M (Q3 2026)
Creator: ko.io

Who owns Berkley W R Corp (WRB)? 32 institutions reported holding $76.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($63.9M), Mn Services Vermogensbeheer B.V. ($4.2M), Applied Capital LLC/FL ($2.0M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$63.9M	946,290	Trimmed
2	Mn Services Vermogensbeheer B.V.	$4.2M	62,668	Hold
3	Applied Capital LLC/FL	$2.0M	29,159	Added
4	Farther Finance Advisors, LLC	$1.5M	22,880	Added
5	GAMMA Investing LLC	$989,596	14,652	Added
6	Wedmont Private Capital	$731,019	10,146	Added
7	Investment Partners Asset Management, Inc.	$455,895	6,750	Hold
8	Lincoln Capital LLC	$387,421	5,692	Hold
9	Monument Capital Management	$344,522	5,101	Added
10	CX Institutional	$307,000	4,552	Added
11	Cadent Capital Advisors, LLC	$296,298	4,387	Hold
12	Apella Capital, LLC	$274,678	3,939	Trimmed
13	Valeo Financial Advisors, LLC	$225,020	3,332	Trimmed
14	STEPH & CO	$224,773	3,328	Trimmed
15	Versant Capital Management, Inc	$120,289	1,781	Added
16	EASTERN BANK	$91,314	1,352	Hold
17	Davis Capital Management	$45,927	680	Trimmed
18	Sarver Vrooman Wealth Advisors	$43,833	649	Hold
19	Coastline Trust Co	$42,010	622	Hold
20	MassMutual Private Wealth & Trust, FSB	$29,583	438	Trimmed
21	ARMSTRONG ADVISORY GROUP, INC	$22,708	336	Trimmed
22	CoreCap Advisors, LLC	$19,519	289	Trimmed
23	Trust Co	$7,362	109	Trimmed
24	Rosenberg Matthew Hamilton	$6,861	102	Hold
25	GK Wealth Management LLC	$5,372	80	New

Source: SEC Form 13F filings · as of 2026-09-30