Who Owns W. R. Berkley Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in W. R. Berkley Corp.

Who crossed 5% of WRB →

Managers holding

as of 2026-09-30

Reported value

$11.9M

summed across filings

Shares held

175.5K

Added vs trimmed

5 / 9

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Mn Services Vermogensbeheer B.V.COM62.7K shheld	62.7K	$4.2M	held
Applied Capital LLC/FLCOM29.2K shadded	29.2K	$2M	added
Farther Finance Advisors, LLCStock22.9K shadded	22.9K	$1.5M	added
GAMMA Investing LLCCommon Stock14.7K shadded	14.7K	$989.6K	added
Wedmont Private CapitalCOM10.1K shadded	10.1K	$731K	added
Investment Partners Asset Management, Inc.COM6.8K shheld	6.8K	$455.9K	held
Lincoln Capital LLCCOM5.7K shheld	5.7K	$387.4K	held
Monument Capital ManagementCOM5.1K shadded	5.1K	$344.5K	added
Cadent Capital Advisors, LLCCOM4.4K shheld	4.4K	$296.3K	held
Apella Capital, LLCCOM3.9K shtrimmed	3.9K	$274.7K	trimmed
Valeo Financial Advisors, LLCStock3.3K shtrimmed	3.3K	$225K	trimmed
STEPH & COCOM3.3K shtrimmed	3.3K	$224.8K	trimmed
EASTERN BANKCOM1.4K shheld	1.4K	$91.3K	held
Davis Capital ManagementStock680 shtrimmed	680	$45.9K	trimmed
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock438 shtrimmed	438	$29.6K	trimmed
ARMSTRONG ADVISORY GROUP, INCCOM336 shtrimmed	336	$22.7K	trimmed
CoreCap Advisors, LLCStock289 shtrimmed	289	$19.5K	trimmed
Trust CoStock109 shtrimmed	109	$7.4K	trimmed
Rosenberg Matthew HamiltonStock102 shheld	102	$6.9K	held
GK Wealth Management LLCCOM80 sh—	80	$5.4K	—
ELEVATION WEALTH PARTNERS, LLCCOM60 shheld	60	$4.1K	held
Marquette Asset Management, LLCCOM29 shheld	29	$2K	held
Wealth Enhancement Trust Services, Inc.COM25 shtrimmed	25	$1.7K	trimmed

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on WRB

Company overviewEverything on WRB in one place, with the price.SEC filingsWhat WRB's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat WRB's own officers and directors buy and sell.Executive payWhat WRB awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold WRB, and how big a bet.LobbyingWhat WRB spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on WRB's account, and who they worked for.Workplace safetyWhat OSHA found at WRB's sites.

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