# BERKLEY W R CORP (WRB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WRB/

- Reporting holders: 27
- Reported value: $71.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $63.9M | 946,290 | 1.1% | 32 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $2.0M | 29,159 | 0.8% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 22,880 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $989.6K | 14,652 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $731.0K | 10,146 | 0.0% | 16 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $455.9K | 6,750 | 0.2% | 12 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $387.4K | 5,692 | 0.1% | 6 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $344.5K | 5,101 | 0.1% | 2 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $296.3K | 4,387 | 0.1% | 24 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $274.7K | 3,939 | 0.0% | 5 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $225.0K | 3,332 | 0.0% | 10 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $224.8K | 3,328 | 0.1% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $120.3K | 1,781 | 0.0% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $91.3K | 1,352 | 0.0% | 9 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $45.9K | 680 | 0.0% | 13 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $43.8K | 649 | 0.0% | 7 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $42.0K | 622 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $29.6K | 438 | 0.0% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $22.7K | 336 | 0.0% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $19.5K | 289 | 0.0% | 9 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $7.4K | 109 | 0.0% | 32 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $6.9K | 102 | 0.0% | 17 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $5.4K | 80 | 0.0% | 1 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $4.2K | 62,668 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $4.1K | 60 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $71.8M |
| Q2 2026 | 952 | $21.3B |
| Q1 2026 | 923 | $18.8B |
| Q4 2025 | 952 | $20.1B |
| Q3 2025 | 929 | $19.3B |
| Q2 2025 | 922 | $18.9B |
| Q1 2025 | 916 | $18.7B |
| Q4 2024 | 873 | $15.3B |
| Q3 2024 | 801 | $15.2B |
| Q2 2024 | 756 | $14.3B |
| Q1 2024 | 771 | $18.5B |
| Q4 2023 | 727 | $13.8B |