WR BerkleyWRB

13F holders, Q4 2024 (December 31)
876holders +77
80new positions
39sold out
10famous investors
$58.51avg. 13F price*

At the end of Q4 2024, 876 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 77 from Q3 2024. 80 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.4B) and Morgan Stanley ($1.1B). 10 famous investors held it, including Bruce Berkowitz (1.3% of Fairholme Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
WR Berkley Corp.
Filed as
BERKLEY W R CORP (Q4 2024)
Sector
Finance
CUSIP
084423102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 771Q1 2024Q2 2024: 757Q2 2024Q3 2024: 799Q3 2024Q4 2024: 876Q4 2024Q1 2025: 916Q1 2025Q2 2025: 923Q2 2025Q3 2025: 934Q3 2025Q4 2025: 952Q4 2025Q1 2026: 926Q1 2026Q2 2026: 953Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions80$170.3M
Exits39$38.5M

All 13F filers, Q3 2024 → Q4 2024: 13,173,792 shares bought and 14,937,511 shares sold, net −1,763,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 876 holders

Vanguard Group Inc. 0.04% Add +1.5% 36,436,473 $2.1B
BlackRock, Inc. 0.03% Add +4.3% 24,360,966 $1.4B
Morgan Stanley 0.08% Reduce -8.3% 18,365,243 $1.1B
State Street Corp. 0.03% Reduce -0.1% 15,109,980 $884.2M
Kayne Anderson Rudnick Investment Management LLC 1.58% Add +1.0% 11,722,476 $686.0M
Janus Henderson Group PLC 0.30% Reduce -12.1% 9,957,020 $582.7M
Geode Capital Management, LLC 0.03% Add +1.4% 7,694,703 $449.2M
JPMorgan Chase & Co. 0.03% Reduce -3.7% 7,093,271 $415.1M
Manufacturers Life Insurance Company, The 0.25% Add +15.2% 4,787,361 $280.2M
Norges Bank 0.04% Reduce -5.5% 4,657,926 $272.6M
Invesco Ltd. 0.05% Add +5.4% 4,553,016 $266.4M
Principal Financial Group Inc. 0.13% Add +12.2% 4,121,968 $241.2M
Northern Trust Corp. 0.03% Add +20.6% 3,279,690 $191.9M
Dimensional Fund Advisors LP 0.04% Add +2.5% 3,119,322 $182.5M
Bank of America Corp. 0.02% Reduce -6.0% 2,949,573 $172.6M
Polar Capital Holdings Plc 0.96% No change 2,925,000 $171.2M
Wells Fargo & Company 0.04% Add +3.8% 2,869,705 $167.9M
1832 Asset Management L.P. 0.30% Reduce -2.0% 2,833,983 $165.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +22.4% 2,487,097 $145.5M
Goldman Sachs Group Inc. 0.02% Add +45.3% 2,148,107 $125.7M
Bank of New York Mellon Corp 0.02% Reduce -15.3% 1,947,045 $113.9M
Legal & General Group Plc 0.03% Reduce -3.2% 1,914,604 $112.0M
Charles Schwab Investment Management Inc. 0.02% Add +2.9% 1,796,835 $105.2M
Royal Bank of Canada 0.02% Add +5.8% 1,773,732 $103.8M
UBS Group AG 0.02% Reduce -28.6% 1,704,964 $99.8M
Madison Asset Management, LLC 1.11% Add +8.3% 1,682,258 $98.4M
Madison Investment Advisors, LLC 1.11% — 1,682,258 $98.4M
Chilton Investment Co. Inc. 2.37% Add +11.4% 1,578,321 $92.4M
Raymond James Financial Inc. 0.03% — 1,532,660 $89.7M
Envestnet Asset Management Inc. 0.03% Add +14.6% 1,519,791 $88.9M
Truist Financial Corp. 0.13% Add +15.2% 1,469,331 $86.0M
Amundi 0.03% Add +43.1% 1,477,932 $85.9M
California Public Employees Retirement System 0.06% Reduce -3.2% 1,435,630 $84.0M
HSBC Holdings PLC 0.05% Add +3.2% 1,421,032 $83.1M
EULAV Asset Management 2.00% Reduce -9.2% 1,420,464 $83.1M
Confluence Investment Management LLC 1.08% Reduce -2.0% 1,336,426 $78.2M
AQR Capital Management 0.10% Add +17.2% 1,301,692 $76.2M
Anchor Capital Advisors LLC 2.16% Reduce -4.6% 1,295,793 $75.8M
Coho Partners, Ltd. 3.04% New 1,128,378 $66.0M
Dundas Partners LLP 4.61% No change 1,123,310 $65.7M
Brandes Investment Partners, LP 0.72% Add +3.6% 1,103,658 $64.6M
Deutsche Bank AG 0.03% Add +29.7% 1,096,783 $64.2M
Barclays PLC 0.03% Reduce -26.9% 1,074,435 $62.9M
Parnassus Investments, LLC 0.14% Reduce -6.5% 1,060,467 $62.1M
Maren Capital LLC 4.49% Add +3.3% 1,005,195 $58.8M
Boston Financial Mangement LLC 1.74% Reduce -0.7% 981,162 $57.4M
Victory Capital Management Inc. 0.05% Reduce -10.5% 914,448 $53.5M
Millennium Management 0.05% Add +0.2% 906,070 $53.0M
Stifel Financial Corp. 0.05% Add +15.9% 889,563 $52.1M
Swiss National Bank 0.03% Reduce -5.6% 860,062 $50.3M
Natixis Advisors, LLC 0.09% Add +7.8% 835,963 $48.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Reduce -12.6% 816,398 $47.8M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -8.1% 812,263 $47.5M
BloombergSen Inc. 3.87% No change 762,399 $44.6M
First Trust Advisors LP 0.04% Reduce -81.3% 746,012 $43.7M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.1% 738,051 $43.2M
Teacher Retirement System of Texas 0.15% Add +46.2% 711,741 $41.7M
American Century Companies Inc. 0.02% Add +21.0% 681,137 $39.9M
APG Asset Management N.V. 0.11% Reduce -40.4% 677,150 $38.3M
Mraz, Amerine & Associates, Inc. 6.68% Reduce -1.6% 640,573 $37.5M
BNP Paribas Financial Markets 0.03% Reduce -5.0% 628,670 $36.8M
Nuveen Asset Management, LLC 0.01% Reduce -0.1% 625,584 $36.6M
TD Asset Management Inc 0.03% Add +12.7% 612,008 $35.8M
Rhumbline Advisers 0.03% Reduce -3.1% 584,951 $34.2M
National Pension Service 0.03% Reduce -5.6% 558,737 $32.7M
Aware Super Pty Ltd as trustee of Aware Super 0.51% — 543,015 $31.8M
Wellington Management Group LLP 0.01% Reduce -31.1% 519,022 $30.4M
Jacobs Levy Equity Management, Inc. 0.11% Add +49.1% 516,303 $30.2M
Russell Investments Group, Ltd. 0.04% Add +0.9% 471,245 $27.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +5.2% 469,712 $27.2M
Caisse de depot et placement du Quebec 0.06% Reduce -69.7% 456,403 $26.7M
Schroder Investment Management Group 0.02% Add +42.4% 440,273 $25.8M
T. Rowe Price Associates Inc. 0.00% Add +0.1% 427,680 $25.0M
Public Employees Retirement Association of Colorado 0.10% No change 424,591 $24.8M
Danske Bank A/S 0.07% Reduce -51.4% 421,878 $24.7M
California State Teachers Retirement System 0.03% Reduce -4.1% 413,013 $24.2M
Stansberry Asset Management, LLC 3.35% Add +0.1% 412,803 $24.2M
America First Investment Advisors, LLC 5.26% Reduce -3.0% 411,245 $24.1M
New York State Common Retirement Fund 0.03% Reduce -6.6% 403,013 $23.6M
National Bank of Canada 0.03% Add +61.6% 399,854 $23.4M
Wallington Asset Management, LLC 3.38% Add +0.2% 399,782 $23.4M
Tudor Investment Corporation 0.24% Add +41.3% 391,635 $22.9M
Citadel Advisors 0.02% New 367,376 $21.5M
State Board of Administration of Florida Retirement System 0.04% No change 364,043 $21.3M
Allianz Asset Management GmbH 0.03% Add +3.8% 363,104 $21.2M
Alliancebernstein L.P. 0.01% Reduce -6.9% 357,468 $20.9M
Bank of Montreal 0.01% Add +7.0% 346,444 $20.3M
Cerity Partners LLC 0.04% Add +1.5% 341,000 $19.9M
LPL Financial LLC 0.01% Add +2.9% 335,549 $19.6M
CHURCHILL MANAGEMENT Corp 0.21% Add +0.4% 335,277 $19.6M
Cwm, LLC 0.08% Reduce -2.3% 327,497 $19.2M
Zacks Investment Management 0.17% Reduce -7.7% 308,295 $18.0M
Townsend & Associates, Inc 1.76% Add +1.6% 289,926 $17.2M
PhiloSmith Capital Corp 4.82% Reduce -12.0% 290,381 $17.0M
Stephens Inc. 0.23% Reduce -0.5% 280,370 $16.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -17.6% 271,292 $15.9M
Citigroup Inc. 0.02% Reduce -10.9% 270,492 $15.8M
Pictet Asset Management Holding SA 0.02% Add +55.3% 267,013 $15.6M
Sei Investments Co. 0.02% Reduce -2.8% 262,813 $15.4M
Royce & Associates LP 0.14% No change 262,082 $15.3M
Fairholme Capital Management 1.29% No change 261,450 $15.3M
Barlow Wealth Partners, LLC 1.94% Add +6.1% 255,219 $15.3M
New York State Teachers Retirement System 0.03% Reduce -10.4% 254,213 $14.9M
Susquehanna Fundamental Investments, LLC 0.25% — 250,818 $14.7M
Rockefeller Capital Management L.P. 0.04% Reduce -1.6% 248,161 $14.5M
Gilder Gagnon Howe & Co. LLC 0.15% Reduce -0.1% 244,935 $14.3M
Hutchinson Capital Management 2.70% Reduce -0.3% 244,459 $14.3M
Torray Investment Partners LLC 2.05% No change 243,713 $14.3M
Heartland Advisors Inc. 0.77% Reduce -9.5% 242,136 $14.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 240,217 $14.1M
Jane Street Group, LLC 0.02% Reduce -33.1% 239,858 $14.0M
Royal London Asset Management Ltd. 0.03% Add +0.2% 239,392 $14.0M
Janney Montgomery Scott LLC 0.04% Reduce -3.9% 231,273 $13.5M
Speece Thorson Capital Group Inc. 2.64% Reduce -0.6% 228,759 $13.4M
Isthmus Partners, LLC 1.61% Reduce -1.1% 226,184 $13.2M
Intech Investment Management LLC 0.13% Reduce -5.6% 221,608 $13.0M
CANADA LIFE ASSURANCE Co 0.02% Reduce -19.1% 221,133 $12.9M
Bank of Nova Scotia 0.02% Add +366.3% 217,535 $12.7M
Loomis Sayles & Co. L P 0.02% Add +1.5% 214,926 $12.6M
Worldquant Millennium Advisors LLC 0.08% Reduce -9.5% 213,878 $12.5M
Korea Investment CORP 0.03% Reduce -18.6% 210,978 $12.3M
State of Wisconsin Investment Board 0.03% Reduce -19.0% 210,250 $12.3M
Ensign Peak Advisors, Inc 0.02% Reduce -7.3% 205,930 $12.1M
Corient Private Wealth LP 0.02% Reduce -9.6% 205,028 $12.0M
Brandywine Global Investment Management, LLC 0.09% Reduce -7.3% 204,003 $11.9M
Weiss Asset Management LP 0.37% New 203,512 $11.9M
Qube Research & Technologies Ltd 0.02% Add +5.8% 199,740 $11.7M
Treasurer of the State of North Carolina 0.04% Reduce -1.6% 197,006 $11.5M
Andra AP-fonden 0.18% Reduce -0.1% 194,000 $11.4M
Silvercrest Asset Management Group LLC 0.07% Add +3733.1% 188,934 $11.1M
State of Tennessee, Department of Treasury 0.04% Add +27.6% 188,159 $11.0M
Nisa Investment Advisors, LLC 0.04% Reduce -19.0% 180,201 $10.5M
GHP Investment Advisors, Inc. 0.49% Add +1.9% 179,414 $10.5M
Natixis 0.07% Add +1722.3% 173,631 $10.2M
Toronto Dominion Bank 0.02% Add +58.6% 161,526 $9.5M
Prudential Financial Inc. 0.01% Reduce -17.9% 160,754 $9.4M
Hancock Whitney Corp. 0.29% Add +1.8% 159,101 $9.3M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.0% 157,974 $9.2M
WINTON GROUP Ltd 0.61% Reduce -51.5% 157,813 $9.2M
Gabelli Funds LLC 0.07% Add +7.9% 157,792 $9.2M
Frontier Capital Management Co. LLC 0.09% Reduce -0.1% 154,881 $9.1M
Los Angeles Capital Management LLC 0.04% Reduce -57.7% 151,742 $8.9M
Man Group plc 0.03% Reduce -23.0% 151,654 $8.9M
Squarepoint Ops LLC 0.02% Reduce -4.0% 149,623 $8.8M
Ameriprise Financial Inc. 0.00% Add +3.6% 148,880 $8.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Reduce -0.7% 146,643 $8.6M
Manning & Napier Advisors LLC 0.10% Reduce -8.8% 142,716 $8.4M
Benjamin Edwards Inc. 0.12% Reduce -2.0% 138,728 $8.1M
Commonwealth Equity Services, LLC 0.01% Reduce -0.9% 138,298 $8.1M
QRG Capital Management, Inc. 0.08% Add +7.6% 137,629 $8.1M
Storebrand Asset Management As 0.02% Reduce -0.2% 136,233 $8.0M
FMR LLC 0.00% Add +14.4% 133,537 $7.8M
Voya Investment Management LLC 0.01% Add +32.4% 132,218 $7.7M
Resona Asset Management Co.,Ltd. 0.05% Reduce -3.3% 131,863 $7.7M
Asset Management One Co., Ltd. 0.03% Add +6.9% 130,112 $7.7M
Corbyn Investment Management Inc. 3.38% Add +0.1% 130,227 $7.6M
Renaissance Technologies 0.01% Add +79.8% 130,047 $7.6M
Erste Asset Management GmbH 0.09% Add +12.2% 129,373 $7.6M
Susquehanna International Group, LLP 0.01% Reduce -7.8% 129,694 $7.6M
Capital Fund Management S.A. 0.07% Reduce -29.5% 127,921 $7.5M
Means Investment Co., Inc. 0.77% Reduce -0.0% 126,461 $7.4M
HighTower Advisors, LLC 0.01% Reduce -9.1% 124,222 $7.3M
Mercer Global Advisors Inc. 0.02% New 123,594 $7.2M
Eagle Capital Management LLC 0.03% No change 123,547 $7.2M
Forte Capital LLC 0.80% Add +2.8% 122,275 $7.2M
Mn Services Vermogensbeheer B.V. 0.05% Add +2.2% 121,650 $7.1M
Burney Co./ 0.24% Reduce -0.1% 116,722 $6.8M
Financial Strategies Group, Inc. 1.62% Add +3.8% 119,327 $6.8M
Henshaw Capital LLC 0.28% Add +1.0% 114,515 $6.7M
Alaska Permanent Fund Corp 0.10% No change 111,446 $6.5M
Swiss Life Asset Management Ltd 0.05% Add +1955.0% 111,342 $6.5M
Marshall Wace, LLP 0.01% Add +307.2% 110,735 $6.5M
State of New Jersey Common Pension Fund D 0.03% No change 108,421 $6.3M
Allspring Global Investments Holdings, LLC 0.01% Add +2.3% 108,810 $6.3M
Gateway Investment Advisers LLC 0.07% Reduce -2.2% 107,040 $6.3M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -2.7% 107,037 $6.3M
Credit Agricole S A 0.02% Add +54.6% 106,392 $6.2M
Rafferty Asset Management, LLC 0.02% Add +4.2% 106,218 $6.2M
SG Americas Securities, LLC 0.03% Add +102.8% 105,775 $6.2M
KBC Group NV 0.02% Reduce -5.3% 105,516 $6.2M
KLP Kapitalforvaltning As 0.03% — 104,879 $6.1M
Public Employees Retirement System of Ohio 0.02% New 103,907 $6.1M
Lansforsakringar Fondforvaltning AB (publ) 0.02% — 102,320 $6.0M
Mariner, LLC 0.01% Add +8.5% 101,045 $5.9M
NatWest Group plc 1.74% Reduce -0.0% 100,263 $5.9M
Trexquant Investment LP 0.07% New 98,895 $5.8M
Nomura Asset Management Co. Ltd. 0.02% Add +0.6% 98,826 $5.8M
Assetmark, Inc. 0.02% Add +9.1% 98,620 $5.8M
GAMCO Investors 0.06% Reduce -1.5% 97,329 $5.7M
Jefferies Financial Group Inc. 0.07% New 96,988 $5.7M
NewEdge Wealth, LLC 0.10% Add +3.9% 95,968 $5.6M
Comerica Bank 0.02% Add +20.9% 95,623 $5.6M
Vestmark Advisory Solutions, Inc. 0.19% Add +3.4% 95,130 $5.6M
Handelsbanken Fonder AB 0.02% Add +69.4% 93,946 $5.5M
Atria Investments, Inc 0.07% Add +0.8% 93,338 $5.5M
Canada Pension Plan Investment Board 0.01% No change 93,000 $5.4M
Crestline Management, L.P. 0.19% New 91,170 $5.3M
Pinebridge Investments, L.P. 0.04% Reduce -14.3% 89,299 $5.2M
Arizona State Retirement System 0.03% Add +0.6% 88,426 $5.2M
Montag A & Associates Inc. 0.25% Reduce -1.0% 88,025 $5.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -31.6% 87,697 $5.1M
Otter Creek Advisors, LLC 3.51% Reduce -12.2% 87,165 $5.1M
Interval Partners, LP 0.13% New 86,908 $5.1M
Butensky & Cohen Financial Security, Inc. 1.59% Add +0.3% 86,349 $5.1M
Aberdeen Group plc 0.01% Reduce -23.9% 85,329 $5.0M
DekaBank Deutsche Girozentrale 0.01% No change 85,269 $5.0M
Annandale Capital, LLC 0.95% No change 82,279 $4.8M
PGGM Investments 0.06% No change 82,195 $4.8M
State of Michigan Retirement System 0.02% Reduce -0.2% 81,719 $4.8M
AXA S.A. 0.01% Add +30.0% 81,130 $4.7M
Bessemer Group Inc. 0.01% Add +1.3% 80,802 $4.7M
Quantinno Capital Management LP 0.05% Add +152.7% 79,614 $4.7M
MetLife Investment Management, LLC 0.03% Add +1.9% 79,550 $4.7M
PNC Financial Services Group, Inc. 0.00% Reduce -1.2% 79,323 $4.6M
Public Sector Pension Investment Board 0.02% Add +48.8% 78,137 $4.6M
Creative Planning 0.00% Add +3.1% 76,275 $4.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +105.9% 76,036 $4.4M
ProShare Advisors LLC 0.01% Add +7.9% 75,633 $4.4M
ExodusPoint Capital Management, LP 0.05% Add +47.6% 75,017 $4.4M
Corebridge Financial, Inc. 0.02% Reduce -0.8% 73,989 $4.3M
Focus Partners Wealth 0.01% Add +472.3% 73,375 $4.3M
Capstone Investment Advisors, LLC 0.05% Add +1046.7% 70,855 $4.1M
Tobam 1.25% Reduce -24.0% 69,905 $4.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +4.2% 68,376 $4.0M
Czech National Bank 0.04% Add +6.6% 65,273 $3.8M
Retirement Systems of Alabama 0.01% Reduce -0.1% 65,179 $3.8M
Independent Advisor Alliance 0.05% Add +3.8% 65,101 $3.8M
Mackenzie Financial Corp. 0.01% Reduce -9.7% 64,642 $3.8M
Asset Management Group, Inc. 0.67% Add +0.1% 64,568 $3.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.2% 64,011 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +376.1% 63,750 $3.7M
Pathstone Holdings, LLC 0.02% Add +70.2% 62,733 $3.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -57.5% 62,546 $3.7M
First Hawaiian Bank 0.12% Reduce -9.8% 62,515 $3.7M
Forsta Ap-Fonden 0.03% Reduce -50.8% 60,950 $3.6M
Markel Group 0.03% No change 60,750 $3.6M
DNB Asset Management AS 0.02% Add +2.4% 60,566 $3.5M
Baxter Bros Inc. 0.46% Add +20.0% 60,445 $3.5M
Aurdan Capital Management, LLC 1.36% — 60,390 $3.5M
Advisory Services Network, LLC 0.07% Add +49.8% 59,902 $3.5M
State of Alaska, Department of Revenue 0.04% Reduce -1.0% 59,818 $3.5M
Amalgamated Bank 0.03% Add +0.8% 59,245 $3.5M
Daiwa Securities Group Inc. 0.02% Reduce -0.2% 59,007 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +13.9% 58,296 $3.4M
Qsemble Capital Management, LP 0.45% New 57,473 $3.4M
Fieldview Capital Management, LLC 0.51% — 56,918 $3.3M
Prudential PLC 0.02% Reduce -50.4% 56,418 $3.3M
Cetera Investment Advisers 0.01% Add +20.4% 56,253 $3.3M
Elevate Capital Advisors, LLC 2.89% — 56,110 $3.3M
KLCM Advisors, Inc. 0.37% No change 54,523 $3.2M
O'shaughnessy Asset Management, LLC 0.03% Add +15.1% 54,117 $3.2M
Dean Investment Associates, LLC 0.45% Add +4.5% 53,938 $3.2M
IFM Investors Pty Ltd 0.03% Reduce -6.7% 53,478 $3.1M
Patton Fund Management, Inc. 0.61% Reduce -14.9% 53,341 $3.1M
Griffin Asset Management, Inc. 0.37% No change 53,218 $3.1M
Fairman Group, LLC 2.56% Reduce -24.3% 53,087 $3.1M
EP Wealth Advisors, LLC 0.02% Reduce -21.6% 51,558 $3.0M
Alamar Capital Management, LLC 1.65% Reduce -4.5% 51,539 $3.0M
Illumine Investment Management, LLC 2.48% — 51,500 $3.0M
Intrepid Capital Management Inc. 1.89% Add +34.9% 51,412 $3.0M
Osaic Holdings, Inc. 0.01% Add +53.9% 50,953 $3.0M
Ameritas Investment Partners, Inc. 0.10% Reduce -0.3% 50,615 $3.0M
Brighton Jones LLC 0.09% Add +75.6% 50,503 $3.0M
CHB Investment Group, LLC 1.60% Reduce -0.8% 50,385 $2.9M
Agf Management Ltd. 0.01% Reduce -19.5% 50,054 $2.9M
CIBC Asset Management Inc 0.01% Add +4.6% 49,971 $2.9M
Utah Retirement Systems 0.03% No change 48,601 $2.8M
Godshalk Welsh Capital Management, Inc. 1.83% Reduce -1.7% 48,432 $2.8M
Tredje AP-fonden 0.03% No change 48,165 $2.8M
Panagora Asset Management Inc. 0.01% Reduce -6.2% 48,136 $2.8M
Cumberland Partners Ltd 0.20% Add +37.1% 48,035 $2.8M
Sepio Capital, LP 0.22% Reduce -1.6% 47,901 $2.8M
Sound View Wealth Advisors Group, LLC 0.23% Add +0.0% 47,901 $2.8M
Walleye Capital LLC 0.03% Add +93.3% 47,679 $2.8M
Cibc World Markets Corp. 0.02% Reduce -18.7% 47,653 $2.8M
Belpointe Asset Management LLC 0.17% Reduce -0.3% 46,434 $2.8M
&partners 0.03% Add +17.1% 47,587 $2.8M
AlphaQuest LLC 0.36% Add +329.9% 46,208 $2.7M
Townsquare Capital LLC 0.03% Add +19.6% 45,223 $2.6M
CIBC Private Wealth Group LLC 0.00% Add +1.6% 43,860 $2.5M
TD Private Client Wealth LLC 0.07% Reduce -2.5% 43,458 $2.5M
USS Investment Management Ltd 0.02% Reduce -24.0% 43,414 $2.5M
Meiji Yasuda Asset Management Co Ltd. 0.10% Reduce -2.8% 43,346 $2.5M
Captrust Financial Advisors 0.01% Add +10.6% 43,248 $2.5M
Caldwell Trust Co 0.26% No change 43,161 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% — 42,948 $2.5M
Ostrum Asset Management 0.21% Reduce -3.9% 42,156 $2.5M
Xponance LLC 0.02% Add +1.7% 42,144 $2.5M
STRS Ohio 0.01% Add +12.0% 42,073 $2.5M
MML Investors Services, LLC 0.01% Add +6.8% 41,709 $2.4M
Franklin Resources Inc. 0.00% Reduce -0.3% 41,620 $2.4M
Cibc World Market Inc. 0.01% New 41,465 $2.4M
Wbi Investments, LLC 0.60% Reduce -39.1% 41,156 $2.4M
Tealwood Asset Management Inc. 1.00% Add +1.4% 41,042 $2.4M
New York Life Investment Management LLC 0.02% Add +0.9% 40,395 $2.4M
Steward Partners Investment Advisory, LLC 0.02% Add +3.4% 40,044 $2.3M
Thrivent Financial for Lutherans 0.00% Add +234.1% 39,405 $2.3M
New Vernon Investment Management LLC 3.01% Reduce -78.5% 13,201 $2.3M
UniSuper Management Pty Ltd 0.02% Add +11.3% 38,891 $2.3M
Agate Pass Investment Management, LLC 1.01% Add +1.3% 38,243 $2.2M
Hilltop Holdings Inc. 0.14% Add +1.9% 37,770 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -3.6% 37,526 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.5% 37,183 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -2.6% 36,065 $2.1M
Verition Fund Management LLC 0.01% Reduce -44.8% 35,965 $2.1M
Entropy Technologies, LP 0.21% Add +87.4% 35,366 $2.1M
Ethic Inc. 0.04% Add +39.6% 34,313 $2.0M
Illinois Municipal Retirement Fund 0.03% No change 34,099 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.4% 34,009 $2.0M
Elm3 Financial Group, LLC 1.67% — 33,489 $2.0M
Aurora Investment Counsel 1.06% Reduce -3.2% 32,976 $1.9M
Willow Creek Wealth Management Inc. 0.20% Add +0.0% 32,892 $1.9M
Old Mission Capital LLC 0.04% New 32,012 $1.9M
Scotia Capital Inc. 0.01% Add +27.0% 31,733 $1.9M
Insight Inv LLC 1.29% Add +3.1% 31,662 $1.9M
Manchester Financial Inc. 0.41% Reduce -36.3% 31,633 $1.9M
Leavell Investment Management, Inc. 0.09% Add +0.3% 31,342 $1.8M
Empowered Funds, LLC 0.03% Reduce -0.6% 30,977 $1.8M
Elo Mutual Pension Insurance Co 0.04% Add +13.0% 30,666 $1.8M
Citizens National Bank Trust Department 0.37% Reduce -7.2% 30,269 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +9.6% 29,938 $1.8M
Dean Capital Management 0.74% Add +1.3% 29,734 $1.7M
Lecap Asset Management Ltd. 0.47% New 29,432 $1.7M
Applied Capital LLC 1.35% Reduce -0.4% 29,400 $1.7M
Macquarie Group Ltd. 0.00% Add +46.1% 40,846 $1.7M
Resources Management Corp. /CT/ 0.23% Add +3.1% 29,157 $1.7M
Two Sigma Investments, LP 0.00% Reduce -26.9% 28,915 $1.7M
Neuberger Berman Group LLC 0.00% Reduce -21.9% 28,674 $1.7M
Ieq Capital, LLC 0.02% Add +187.9% 28,619 $1.7M
Mizuho Securities USA LLC 0.03% Add +46.4% 28,532 $1.7M
Tower Research Capital LLC (TRC) 0.03% Add +79.7% 28,241 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.1% 28,035 $1.6M
Achmea Investment Management B.V. 0.03% Add +11.7% 27,546 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +33.1% 27,289 $1.6M
LRT Capital Management, LLC 1.26% Add +39.3% 27,464 $1.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.11% Add +11.8% 27,346 $1.6M
Tidal Investments LLC 0.01% Reduce -44.6% 27,071 $1.6M
Delphi Management Inc. 1.53% Add +0.6% 27,049 $1.6M
SeaBridge Investment Advisors LLC 0.33% Add +4.9% 27,044 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +1.1% 26,459 $1.5M
Fox Run Management, L.L.C. 0.28% Add +546.1% 26,059 $1.5M
Avanza Fonder AB 0.05% — 26,044 $1.5M
JT Stratford LLC 0.25% Add +4.9% 26,020 $1.5M
Focus Partners Advisor Solutions, LLC 0.03% Add +3.7% 25,911 $1.5M
Oregon Public Employees Retirement Fund 0.03% Add +0.1% 25,770 $1.5M
Crossmark Global Holdings, Inc. 0.03% Reduce -2.5% 25,428 $1.5M
Nordea Investment Management AB 0.00% Add +6.3% 25,098 $1.5M
Grace & White Inc. 0.28% No change 24,869 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -1.1% 24,427 $1.4M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.1% 24,435 $1.4M
Sierra Legacy Group 1.31% — 24,385 $1.4M
NorthCoast Asset Management LLC 0.01% Add +2.0% 24,317 $1.4M
Pacer Advisors, Inc. 0.00% Add +5.5% 24,075 $1.4M
Elgethun Capital Management 0.34% Add +0.0% 24,062 $1.4M
D.A. Davidson & Co. 0.01% Add +0.1% 24,045 $1.4M
Two Sigma Advisers, LP 0.00% Add +562.8% 24,025 $1.4M
Balyasny Asset Management L.P. 0.00% New 24,022 $1.4M
Personal Cfo Solutions, LLC 0.28% Add +0.1% 23,945 $1.4M
Ossiam 0.02% Add +21.0% 23,790 $1.4M
Pensionfund Sabic 0.36% Add +20.3% 23,750 $1.4M
Catalyst Funds Management Pty Ltd 0.34% Add +156.5% 23,600 $1.4M
Parsons Capital Management Inc. 0.07% Reduce -8.3% 23,247 $1.4M
Brevan Howard Capital Management LP 0.03% Reduce -16.6% 23,239 $1.4M
DF Dent & Co. Inc. 0.02% Reduce -8.7% 23,101 $1.4M
Bleakley Financial Group, LLC 0.04% Add +3.2% 23,075 $1.4M
Campbell & CO Investment Adviser LLC 0.10% Reduce -78.3% 23,019 $1.3M
Pullen Investment Management, LLC 0.87% Add +0.7% 22,954 $1.3M
Railway Pension Investments Ltd 0.02% No change 22,950 $1.3M
Chase Investment Counsel Corp. 0.43% No change 22,912 $1.3M
Pitcairn Co. 0.08% New 22,893 $1.3M
Lazard Asset Management LLC 0.00% Reduce -71.2% 22,732 $1.3M
Stegent Equity Advisors, Inc. 1.35% Add +3.0% 22,665 $1.3M
Private Advisor Group, LLC 0.01% Add +1.2% 21,588 $1.3M
Mitchell & Pahl Private Wealth, LLC 0.59% Add +3.2% 21,587 $1.3M
W1M Investment Management Ltd 0.02% No change 21,525 $1.3M
iA Global Asset Management Inc. 0.02% Reduce -21.4% 20,785 $1.2M
Kentucky Retirement Systems 0.04% Reduce -1.4% 20,659 $1.2M
Investment Planning Advisors, Inc. 0.51% Add +45.8% 20,018 $1.2M
Parr McKnight Wealth Management Group, LLC 0.17% — 19,738 $1.2M
New Age Alpha Advisors, LLC 0.05% New 19,730 $1.2M
Virtus Advisers, LLC 0.47% Add +20.3% 19,697 $1.2M
Great Lakes Advisors, LLC 0.01% Add +0.4% 19,671 $1.2M
Callan Family Office, LLC 0.07% New 19,592 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.09% Add +2.0% 19,575 $1.1M
Keb Asset Management, LLC 0.32% No change 19,285 $1.1M
Diversify Wealth Management, LLC 0.09% Add +22.7% 19,440 $1.1M
Hartford Investment Management Co. 0.04% Reduce -3.3% 18,721 $1.1M
Rothschild Investment LLC 0.07% Add +0.1% 18,699 $1.1M
Procyon Advisors, LLC 0.07% Reduce -10.2% 18,672 $1.1M
Centaurus Financial, Inc. 0.07% Add +0.5% 18,558 $1.1M
Inspire Investing, LLC 0.12% Reduce -7.0% 18,532 $1.1M
Kings Path Partners LLC 0.46% New 18,531 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +2.9% 18,527 $1.1M
Gsa Capital Partners LLP 0.08% Add +42.9% 18,447 $1.1M
Dynamic Technology Lab Private Ltd 0.17% Reduce -45.3% 18,372 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +10.9% 18,365 $1.1M
US Bancorp \de 0.00% Add +4.4% 18,317 $1.1M
Almanack Investment Partners, LLC. 0.17% No change 18,296 $1.1M
Resonant Capital Advisors, LLC 0.08% Add +0.6% 18,292 $1.1M
Ancora Advisors LLC 0.02% Add +2.6% 18,095 $1.1M
Woodline Partners LP 0.01% New 18,079 $1.1M
Paradigm Asset Management Co. LLC 0.29% New 17,800 $1.0M
Trust Co. of Vermont 0.05% No change 17,659 $1.0M
DAVENPORT & Co LLC 0.01% Add +41.0% 17,611 $1.0M
M&T Bank Corp 0.00% Add +8.0% 17,563 $1.0M
Fairfield, Bush & Co. 0.60% Reduce -0.6% 17,549 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.6% 17,527 $1.0M
Sterling Capital Management LLC 0.01% Add +55.3% 17,417 $1.0M
Centiva Capital, LP 0.04% Reduce -48.8% 17,297 $1.0M
Twin Capital Management Inc. 0.11% Reduce -23.9% 17,099 $1.0M
OneDigital Investment Advisors LLC 0.01% Reduce -2.2% 17,086 $1000K
Towne Trust Company, N.A 0.35% Add +17.2% 17,055 $998K
Wedbush Securities Inc. 0.04% Add +6.7% 16,875 $988K
Brown, Lisle/Cummings, Inc. 0.29% New 16,780 $982K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -0.3% 16,611 $972K
LVW Advisors, LLC 0.12% Reduce -0.9% 16,575 $970K
HM Payson & Co. 0.02% No change 16,543 $968K
Maryland State Retirement & Pension System 0.02% Reduce -4.0% 16,264 $952K
NEOS Investment Management LLC 0.02% Add +29.8% 16,227 $950K
Kestra Advisory Services, LLC 0.01% Add +11.3% 16,201 $948K
Louisiana State Employees Retirement System 0.02% Reduce -4.1% 16,200 $948K
Securian Asset Management, Inc. 0.03% Reduce -2.7% 16,179 $947K
Metis Global Partners, LLC 0.03% Add +3.0% 15,883 $929K
Mount Lucas Management LP 0.32% Reduce -4.9% 15,683 $918K
Exchange Traded Concepts, LLC 0.02% Add +1.5% 15,632 $915K
Aurelius Family Office LLC 0.44% — 14,999 $878K
Inceptionr LLC 0.20% Reduce -34.6% 14,978 $877K
Aquatic Capital Management LLC 0.02% New 14,948 $875K
Vident Advisory, LLC 0.02% Add +25.7% 14,881 $871K
Ballentine Partners, LLC 0.01% Add +5.5% 14,863 $870K
Swedbank AB 0.00% No change 14,766 $864K
Empire Financial Management Company, LLC 0.27% Add +7.2% 14,762 $864K
Praxis Investment Management Inc. 0.06% No change 14,737 $862K
Empirical Asset Management, LLC 0.28% Reduce -0.1% 14,627 $856K
Venturi Wealth Management, LLC 0.04% Add +18.4% 14,392 $842K
New Mexico Educational Retirement Board 0.03% Reduce -2.7% 14,375 $841K
Impact Capital Partners LLC 0.30% — 14,352 $840K
Kornitzer Capital Management Inc. 0.02% Add +1.2% 14,272 $835K
Farringdon Capital, Ltd. 0.34% — 14,173 $829K
HBK Sorce Advisory LLC 0.02% New 13,979 $818K
Unigestion Holding SA 0.05% Add +43.7% 13,880 $812K
Gotham Asset Management 0.01% Add +3.5% 13,800 $808K
Bellevue Asset Management, LLC 0.41% Add +0.9% 13,637 $798K
Norinchukin Bank, The 0.02% Add +9.1% 13,608 $796K
ING Groep NV 0.01% New 13,606 $796K
Net Worth Advisory Group 0.24% Add +3.4% 13,558 $793K
Wealthfront Advisers LLC 0.00% Add +20.8% 13,542 $792K
Compass Wealth Management LLC 0.19% No change 13,331 $780K
Savant Capital, LLC 0.01% Add +7.3% 13,245 $775K
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -78.3% 13,105 $767K
Caisse Des Depots Et Consignations 0.04% — 13,103 $767K
Park Avenue Securities LLC 0.01% Add +12.7% 13,074 $765K
Glenmede Trust Co. NA 0.00% Add +31.9% 13,008 $761K
Quantum Portfolio Management LLC 0.41% Add +3.4% 13,001 $761K
Murphy Pohlad Asset Management LLC 0.33% No change 12,991 $760K
Cadent Capital Advisors, LLC 0.26% No change 12,910 $755K
OMERS ADMINISTRATION Corp 0.01% Add +20.2% 12,891 $754K
Diversify Advisory Services, LLC 0.04% Reduce -16.9% 13,046 $740K
Boston Partners 0.00% Reduce -3.9% 12,587 $737K
Thompson Siegel & Walmsley LLC 0.01% No change 12,288 $719K
Raiffeisen Bank International AG 0.01% — 12,268 $718K
Faithward Advisors, LLC 0.12% Add +6.8% 12,209 $714K
Scientech Research LLC 0.20% Reduce -19.8% 12,199 $714K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.2% 12,150 $711K
UMB Bank, n.a. 0.01% Add +13.2% 11,986 $701K
Baader Bank Aktiengesellschaft 0.06% Reduce -1.0% 11,925 $698K
Everpar Advisors LLC 0.35% Reduce -0.4% 11,904 $697K
Legacy Advisors, LLC 0.07% New 11,810 $691K
Advisors Asset Management, Inc. 0.01% Reduce -0.7% 11,647 $682K
Orion Porfolio Solutions, LLC 0.01% Add +28.4% 11,637 $681K
Orion Portfolio Solutions, LLC 0.01% Add +28.4% 11,637 $681K
Schonfeld Strategic Advisors LLC 0.00% Reduce -88.7% 11,632 $681K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +26.7% 11,542 $675K
Old National Bancorp 0.02% Reduce -1.6% 11,535 $675K
YHB Investment Advisors, Inc. 0.05% No change 11,336 $663K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 11,322 $663K
NCM Capital Management, LLC 0.30% No change 11,259 $659K
Aviva PLC 0.00% Reduce -2.0% 11,216 $656K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 10,962 $641K
Lido Advisors, LLC 0.00% Add +12.0% 10,950 $641K
Northwestern Mutual Wealth Management Co. 0.00% Add +36.0% 10,949 $641K
Mgo One Seven LLC 0.02% Add +6.6% 10,938 $640K
Claro Advisors Inc. 0.09% Reduce -22.1% 10,871 $636K
Empower Advisory Group, LLC 0.00% No change 10,799 $632K
Aigen Investment Management, LP 0.11% New 10,652 $623K
Cobblestone Capital Advisors LLC 0.03% No change 10,320 $604K
Commerce Bank 0.00% Reduce -4.6% 10,320 $604K
Allstate Corp. 0.02% New 10,287 $602K
Wealth Quarterback LLC 0.28% Reduce -8.7% 10,268 $601K
Gifford Fong Associates 0.15% No change 10,125 $593K
Federation des caisses Desjardins du Quebec 0.00% Reduce -83.0% 10,066 $589K
Cornerstone Investment Partners, LLC 0.03% Add +5.0% 10,042 $588K
Empirical Finance, LLC 0.03% Reduce -1.1% 9,951 $582K
Nomura Holdings Inc. 0.00% New 9,919 $580K
TrinityPoint Wealth, LLC 0.08% Add +1.6% 9,907 $580K
Silver Oak Securities, Incorporated 0.05% Reduce -30.2% 9,831 $575K
Bryn Mawr Trust Advisors, LLC 0.03% New 9,792 $573K
Vinva Investment Management Ltd 0.02% Reduce -19.5% 9,774 $572K
Bradley Foster & Sargent Inc. 0.01% No change 9,747 $570K
Wolverine Trading, LLC 0.01% New 9,707 $568K
NewEdge Advisors, LLC 0.00% Add +12.5% 9,693 $567K
Machina Capital S.A.S. 0.24% New 9,658 $565K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 9,649 $565K
Eagle Harbor Asset Management Inc. 0.56% Add +0.2% 9,627 $563K
Merit Financial Group, LLC 0.01% New 9,571 $560K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 9,559 $559K
King Luther Capital Management Corp. 0.00% Reduce -4.2% 9,475 $554K
Matrix Private Capital Group LLC 0.32% No change 9,458 $553K
Geller Advisors LLC 0.04% New 9,430 $552K
Washington Capital Management, Inc. 0.43% No change 9,400 $550K
Tectonic Advisors LLC 0.04% Add +7.8% 9,358 $548K
Greenwood Capital Associates LLC 0.07% Reduce -9.3% 9,332 $546K
Skba Capital Management LLC 0.09% Add +4.5% 9,327 $546K
Applied Finance Capital Management, LLC 0.02% New 9,305 $545K
Coldstream Capital Management Inc. 0.01% Add +25.3% 9,280 $543K
Snowden Capital Advisors LLC 0.02% Reduce -1.8% 9,270 $542K
Caprock Group, LLC 0.02% Add +49.8% 9,255 $542K
Advisor OS, LLC 0.06% Reduce -43.2% 9,150 $535K
Transatlantique Private Wealth LLC 0.20% No change 9,137 $535K
Citadel Investment Advisory, Inc. 0.28% No change 9,096 $532K
Blair William & Co. 0.00% Reduce -4.2% 9,090 $532K
Virtu Financial LLC 0.03% Add +82.8% 8,965 $525K
HRT Financial LP 0.00% Reduce -95.9% 8,948 $523K
Aptus Capital Advisors, LLC 0.01% Add +125.1% 8,878 $520K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% New 8,897 $520K
Quantbot Technologies LP 0.02% Reduce -57.8% 8,814 $516K
Freedom Investment Management, Inc. 0.04% Add +3.1% 8,782 $514K
Oak Thistle LLC 0.15% Add +130.8% 8,725 $511K
IFC Advisors LLC 0.11% — 8,633 $505K
EverSource Wealth Advisors, LLC 0.03% Add +4.3% 8,616 $504K
Investment Management Corp of Ontario 0.02% Reduce -16.7% 8,501 $497K
Fort Washington Investment Advisors Inc. 0.00% Reduce -8.6% 8,438 $494K
Fifth Third Bancorp 0.00% Reduce -7.3% 8,384 $491K
Wealth Alliance, LLC 0.06% Add +1.3% 8,359 $489K
Heritage Family Offices, LLP 0.24% Add +1.4% 8,346 $488K
Genesis Private Wealth, LLC 0.26% — 8,037 $470K
Jump Financial, LLC 0.01% Reduce -9.8% 8,025 $470K
DORVAL Corp 0.19% Add +0.3% 8,015 $469K
Level Four Advisory Services, LLC 0.02% Add +0.1% 7,923 $464K
Avior Wealth Management, LLC 0.02% Add +0.7% 7,874 $461K
Baird Financial Group, Inc. 0.00% Add +16.3% 7,856 $460K
Brown Advisory Inc. 0.00% Add +0.2% 7,797 $456K
Wedmont Private Capital 0.02% Add +2.3% 8,038 $456K
B. Metzler seel. Sohn & Co. AG 0.00% No change 7,733 $453K
Impact Partnership Wealth, LLC 0.09% Reduce -27.0% 7,716 $452K
Legacy Capital Wealth Partners, LLC 0.11% New 7,715 $451K
Ritholtz Wealth Management 0.01% Add +0.2% 7,644 $447K
Greenleaf Trust 0.00% Add +0.8% 7,641 $447K
GAMMA Investing LLC 0.04% Add +32.9% 7,627 $446K
Bard Financial Services, Inc. 0.05% No change 7,590 $444K
Bridgefront Capital, LLC 0.15% New 7,521 $440K
Sage Capital Advisors,llc 0.11% No change 7,500 $439K
Fiduciary Alliance LLC 0.04% Add +9.8% 7,430 $435K
Tufton Capital Management 0.08% No change 7,425 $435K
Meitav Investment House Ltd. 0.01% No change 7,425 $435K
Baron Wealth Management LLC 0.20% No change 7,379 $432K
Maridea Wealth Management LLC 0.14% — 7,336 $429K
Stevens Capital Management LP 0.17% Add +100.2% 7,232 $423K
Guggenheim Capital LLC 0.00% Add +9.5% 7,105 $416K
Principal Securities, Inc. 0.01% Add +55.2% 6,954 $407K
Brown Brothers Harriman & Co. 0.00% Add +23.6% 6,886 $403K
Wealth Advisors of Iowa, LLC 0.20% Reduce -1.3% 6,882 $403K
Naples Global Advisors, LLC 0.04% Reduce -6.8% 6,838 $400K
Investment Partners Asset Management, Inc. 0.31% No change 6,750 $395K
Eagle Ridge Investment Management 0.03% No change 6,744 $395K
Williamson Legacy Group, LLC 0.26% Reduce -2.0% 6,708 $393K
Equitable Holdings, Inc. 0.00% Add +64.2% 6,706 $392K
Diligent Investors, LLC 0.09% Reduce -1.5% 6,648 $389K
Schechter Investment Advisors, LLC 0.03% Reduce -1.4% 6,622 $388K
Sagespring Wealth Partners, LLC 0.01% — 6,609 $387K
United Capital Financial Advisors, LLC 0.00% Add +10.8% 6,586 $385K
Private Trust Co. NA 0.04% Add +2.3% 6,563 $384K
Clear Harbor Asset Management, LLC 0.03% Add +7.5% 6,454 $378K
Wealthspire Advisors, LLC 0.00% New 6,452 $378K
Keybank National Association 0.00% Add +11.4% 6,326 $370K
Carmel Capital Partners, LLC 0.15% Add +1.3% 6,265 $367K
Axxcess Wealth Management, LLC 0.01% Reduce -0.9% 6,157 $360K
Rwa Wealth Partners, LLC 0.00% New 6,142 $359K
State of Wyoming 0.05% Add +45.9% 6,136 $359K
Alps Advisors Inc. 0.00% No change 6,082 $356K
Gibbs Wealth Management 0.10% Add +19.0% 6,070 $355K
HB Wealth Management, LLC 0.00% Add +10.5% 6,066 $355K
Shell Asset Management Co. 0.02% No change 6,019 $352K
Hamilton Capital Partners Inc. 0.03% Add +3.2% 5,991 $351K
IFP Advisors, Inc 0.01% Add +0.5% 5,961 $349K
Romano Brothers and Company 0.04% Reduce -11.8% 5,920 $346K
Cassaday & Co Wealth Management LLC 0.01% Add +0.1% 5,886 $344K
Mather Group, Llc. 0.00% Add +1.8% 5,787 $339K
Prime Capital Investment Advisors, LLC 0.00% Add +1.3% 5,753 $337K
Graham Capital Wealth Management, LLC 0.29% No change 5,677 $332K
DRW Securities, LLC 0.02% New 5,544 $324K
IFG Advisory, LLC 0.02% New 5,509 $322K
Choreo, LLC 0.00% Add +17.4% 5,498 $322K
Compass Capital Corp. /Ma/ 0.12% — 5,387 $320K
Peapack Gladstone Financial Corp. 0.00% New 5,462 $320K
Beacon Financial Group 0.03% Add +0.1% 5,410 $317K
Cresset Asset Management, LLC 0.00% Reduce -72.1% 5,364 $314K
Hutchens & Kramer Investment Management Group, LLC 0.17% Add +0.4% 5,359 $314K
Simplex Trading, LLC 0.01% New 5,331 $311K
Thrive Wealth Management, LLC 0.06% Reduce -3.4% 5,313 $311K
Osterweis Capital Management Inc. 0.02% No change 5,290 $310K
Smartleaf Asset Management LLC 0.03% Add +3.7% 5,289 $310K
iSAM Funds (UK) Ltd 0.23% Add +31.8% 5,280 $309K
Vontobel Holding Ltd. 0.00% Add +46.9% 5,231 $306K
Severin Investments, LLC 0.30% — 5,227 $306K
Financial Security Advisor, Inc. 0.08% Add +0.1% 5,224 $306K
HighPoint Advisor Group LLC 0.02% Add +12.0% 4,967 $304K
111 Capital 0.06% — 5,187 $304K
Horizon Advisory Services, Inc. 0.17% New 5,172 $303K
Clearstead Advisors, LLC 0.00% Reduce -2.2% 5,164 $302K
Private Wealth Advisors, LLC 0.13% Add +0.1% 5,097 $298K
NDVR, Inc. 0.28% Add +6.9% 5,088 $298K
Vestcor Inc 0.01% Reduce -77.3% 5,071 $297K
Cynosure Group, LLC 0.04% Reduce -21.9% 5,061 $296K
Arthur M. Cohen & Associates, LLC 0.05% No change 5,025 $294K
XTX Topco Ltd 0.02% Reduce -1.9% 4,973 $291K
Fifth Third Wealth Advisors LLC 0.02% New 4,966 $291K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.0% 4,924 $288K
CreativeOne Wealth, LLC 0.01% Reduce -31.9% 4,918 $288K
Spire Wealth Management 0.01% Add +1095.9% 4,915 $288K
IHT Wealth Management, LLC 0.01% Reduce -29.1% 4,892 $286K
Compound Planning, Inc. 0.01% Reduce -3.1% 4,874 $285K
Ingalls & Snyder LLC 0.01% Reduce -0.7% 4,778 $280K
GeoWealth Management, LLC 0.01% Add +645.9% 4,729 $277K
Valeo Financial Advisors, LLC 0.01% Reduce -0.1% 4,717 $276K
Vise Technologies, Inc. 0.02% New 4,693 $275K
AE Wealth Management LLC 0.00% Add +8.3% 4,688 $274K
J.W. Cole Advisors, Inc. 0.01% Add +6.2% 4,679 $274K
Fidelis Capital Partners, LLC 0.03% Reduce -6.8% 4,598 $274K
Oppenheimer & Co. Inc. 0.00% Add +12.4% 4,648 $272K
Aureus Asset Management, LLC 0.02% No change 4,644 $272K
Portside Wealth Group, LLC 0.04% Add +10.2% 4,641 $272K
Firethorn Wealth Partners, LLC 0.13% Add +0.7% 4,606 $270K
Allworth Financial LP 0.00% Add +128.6% 4,555 $269K
Avestar Capital, LLC 0.02% Add +6.8% 4,571 $267K
Signaturefd, LLC 0.01% Add +1.3% 4,544 $266K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -20.7% 4,110 $265K
Cornerstone Wealth Management, LLC 0.02% No change 4,506 $264K
Profund Advisors LLC 0.01% Reduce -10.2% 4,456 $261K
Mufg Securities Americas Inc. 0.03% — 4,445 $260K
Nebula Research & Development LLC 0.03% Reduce -31.4% 4,429 $259K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -5.0% 4,416 $258K
NorthRock Partners, LLC 0.01% Add +0.7% 4,399 $257K
Platform Technology Partners 0.08% Reduce -28.7% 4,359 $255K
Foundations Investment Advisors, LLC 0.00% Add +3.5% 4,316 $253K
Mountain Pacific Investment Advisers LLC 0.02% No change 4,252 $249K
Somerset Trust Co 0.09% Reduce -18.4% 4,235 $248K
Checchi Capital Advisers, LLC 0.02% Add +1.6% 4,194 $245K
Moneta Group Investment Advisors LLC 0.00% Add +3.2% 4,179 $245K
Daymark Wealth Partners, LLC 0.01% Reduce -10.4% 4,145 $243K
Horizon Investments, LLC 0.01% Add +1.6% 4,144 $243K
Apollon Wealth Management, LLC 0.01% Add +1.3% 4,139 $242K
Wexford Capital LP 0.06% No change 4,100 $240K
Koshinski Asset Management, Inc. 0.02% Reduce -0.5% 4,087 $239K
O'Dell Group, LLC 0.05% No change 4,050 $237K
LRI Investments, LLC 0.02% No change 4,016 $235K
Global Wealth Management Investment Advisory, Inc. 0.05% Reduce -7.6% 4,000 $234K
Cornerstone Financial Group, LLC 0.23% — 3,975 $233K
Longboard Asset Management, LP 0.61% — 3,960 $232K
EntryPoint Capital, LLC 0.10% New 3,921 $229K
Woodward Diversified Capital, LLC 0.17% Reduce -20.6% 3,916 $229K
Gallacher Capital Management LLC 0.11% Reduce -31.9% 3,911 $229K
Argent Trust Co 0.01% No change 3,880 $227K
West Family Investments, Inc. 0.08% Reduce -2.1% 3,873 $227K
Teza Capital Management LLC 0.03% Reduce -55.1% 3,871 $227K
Boothbay Fund Management, LLC 0.01% New 3,830 $224K
ABLE Financial Group, LLC 0.07% No change 3,799 $222K
Cullen/Frost Bankers, Inc. 0.00% Add +0.9% 3,796 $222K
Guardian Wealth Advisors, LLC / NC 0.02% Add +1.4% 3,781 $221K
BIP Wealth, LLC 0.01% Reduce -11.6% 3,775 $221K
Engineers Gate Manager LP 0.00% Reduce -90.8% 3,721 $218K
Farther Finance Advisors, LLC 0.01% Add +2.7% 3,714 $217K
Curi Capital, LLC 0.01% Add +1.0% 3,713 $217K
Waverly Advisors, LLC 0.00% New 3,712 $217K
Smith Shellnut Wilson LLC 0.10% Reduce -6.0% 3,709 $217K
Cyr Financial Inc. 0.20% Reduce -73.5% 3,685 $216K
Fisher Asset Management 0.00% Add +2.3% 3,667 $215K
Chilton Capital Management LLC 0.01% No change 3,667 $215K
Huntleigh Advisors, Inc. 0.05% — 3,646 $213K
Meeder Advisory Services, Inc. 0.01% Reduce -5.6% 3,606 $211K
Harbour Investments, Inc. 0.01% Add +0.2% 3,589 $210K
FineMark National Bank & Trust 0.01% New 3,588 $210K
Crestwood Advisors Group, LLC 0.00% New 3,574 $209K
One Wealth Advisors, LLC 0.03% No change 3,553 $208K
Clarius Group, LLC 0.01% Add +0.0% 3,550 $208K
Sequoia Financial Advisors, LLC 0.00% New 3,546 $208K
CX Institutional 0.01% New 3,541 $207K
Trust Asset Management LLC 0.02% No change 3,529 $207K
Keel Point, LLC 0.02% New 3,517 $206K
Trustmark Bank Trust Department 0.02% New 3,514 $206K
First Nebraska Trust Co 0.02% New 3,465 $203K
Significant Wealth Partners LLC 0.10% New 3,459 $202K
Citizens Financial Group Inc. 0.00% New 3,430 $201K
Quadrant Capital Group LLC 0.01% Reduce -6.5% 3,361 $197K
Iron Horse Wealth Management, LLC 0.07% No change 3,327 $195K
Parallel Advisors, LLC 0.00% Add +9.2% 3,306 $194K
Caldwell Sutter Capital, Inc. 0.09% Add +180.8% 3,300 $193K
Walleye Trading LLC 0.00% Add +139.9% 3,287 $192K
CI Investments Inc. 0.00% Reduce -74.7% 3,087 $181K
C M Bidwell & Associates Ltd. 0.11% No change 3,075 $180K
AdvisorNet Financial, Inc 0.01% Reduce -1.7% 3,054 $179K
Ascentis Wealth Management, LLC 0.06% Add +16.7% 3,047 $178K
Whittier Trust Co. 0.00% Reduce -9.2% 2,986 $175K
Eagle Bay Advisors LLC 0.11% Reduce -15.6% 2,891 $169K
Heritage Wealth Advisors 0.01% No change 2,863 $168K
Blue Trust, Inc. 0.00% Reduce -19.1% 2,850 $167K
Optimum Investment Advisors 0.07% No change 2,812 $165K
FWL Investment Management, LLC 0.06% New 2,691 $157K
Jones Financial Companies LLLP 0.00% Add +66.3% 2,356 $138K
Federated Hermes, Inc. 0.00% Add +48.4% 2,212 $129K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,196 $128K
Atlatl Advisers LLC 0.07% — 2,173 $127K
Transamerica Financial Advisors, LLC 0.01% Add +0.2% 2,163 $127K
Penserra Capital Management LLC 0.00% Add +49.5% 2,143 $124K
Geneos Wealth Management Inc. 0.00% Add +23.0% 2,112 $124K
Concourse Financial Group Securities, Inc. 0.01% Add +0.6% 2,048 $121K
Arax Advisory Partners 0.01% Add +121.9% 2,066 $121K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 2,006 $117K
JFS Wealth Advisors, LLC 0.01% Add +0.8% 1,911 $112K
Acadian Asset Management LLC 0.00% No change 1,905 $111K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.3% 1,731 $101K
St. Johns Investment Management Company, LLC 0.05% No change 1,687 $99K
Eastern Bank 0.00% No change 1,626 $95K
Global Retirement Partners, LLC 0.00% Add +10.3% 1,602 $94K
AlphaCentric Advisors LLC 0.09% Reduce -5.2% 1,601 $94K
Anchor Investment Management, LLC 0.01% No change 1,545 $90K
Johnson Financial Group, Inc. 0.00% Add +1.3% 1,494 $88K
First Pacific Financial 0.02% No change 1,496 $88K
Quarry LP 0.02% Add +265.6% 1,433 $84K
Aster Capital Management (DIFC) Ltd 0.03% Reduce -61.0% 1,432 $84K
Pinnacle Financial Partners Inc 0.00% No change 1,467 $83K
WPG Advisers, LLC 0.08% — 1,418 $83K
R Squared Ltd 0.08% — 1,400 $82K
Huntington National Bank 0.00% Reduce -11.4% 1,378 $81K
Fortitude Family Office, LLC 0.03% No change 1,353 $79K
Harbor Investment Advisory, LLC 0.01% No change 1,350 $79K
Covestor Ltd 0.05% Add +10.6% 1,363 $79K
NFSG Corp 0.02% New 1,342 $79K
Tortoise Investment Management, LLC 0.01% Add +69.9% 1,313 $77K
Quent Capital, LLC 0.01% Add +0.2% 1,285 $75K
Westpac Banking Corp. 0.00% No change 1,257 $74K
Headlands Technologies LLC 0.01% Reduce -73.9% 1,207 $71K
MassMutual Private Wealth & Trust, FSB 0.00% Add +8.6% 1,187 $69K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.7% 1,180 $69K
Mascoma Wealth Management LLC 0.02% No change 1,170 $68K
Sentry Investment Management LLC 0.03% Reduce -14.0% 1,141 $67K
Criterion Capital Advisors, LLC 0.04% No change 845 $66K
Hexagon Capital Partners LLC 0.01% Add +215.5% 1,117 $65K
Evermay Wealth Management LLC 0.01% No change 1,110 $65K
Intact Investment Management Inc. 0.00% Reduce -15.4% 1,100 $64K
Capital Advisors, Ltd. LLC 0.01% No change 1,056 $62K
Lindbrook Capital, LLC 0.01% Reduce -7.1% 1,048 $61K
Adalta Capital Management LLC 0.03% New 1,045 $61K
TD Waterhouse Canada Inc. 0.00% Reduce -5.7% 1,016 $59K
Crowley Wealth Management, Inc. 0.05% — 1,012 $59K
Duncker Streett & Co. Inc. 0.01% No change 1,012 $59K
Davis Capital Management 0.05% No change 958 $56K
LGT Financial Advisors LLC 0.12% Add +0.1% 931 $54K
Creative Financial Designs Inc. 0.00% Add +10.6% 886 $52K
Manchester Capital Management LLC 0.01% No change 858 $50K
Cromwell Holdings LLC 0.03% No change 857 $50K
Brooklyn Investment Group 0.01% Add +1.2% 851 $50K
Raleigh Capital Management Inc. 0.02% Reduce -0.9% 835 $49K
Pinnacle Bancorp, Inc. 0.02% No change 829 $49K
Colonial Trust Co / SC 0.01% Add +79.9% 822 $48K
Coastline Trust Co 0.01% No change 821 $48K
Bayforest Capital Ltd 0.06% — 816 $48K
Catalyst Capital Advisors LLC 0.00% New 726 $42K
PFS Partners, LLC 0.02% Add +1.0% 726 $42K
Hoese & Co LLP 0.03% No change 675 $40K
Trust Co 0.00% No change 657 $38K
MPWM Advisory Solutions, LLC 0.03% — 628 $37K
Armstrong Advisory Group, Inc. 0.00% No change 619 $36K
Parkside Financial Bank & Trust 0.00% Add +2.7% 617 $36K
Kiely Wealth Advisory Group, Inc. 0.02% No change 580 $35K
Whipplewood Advisors, LLC 0.02% — 600 $35K
Mendota Financial Group, LLC 0.02% Reduce -46.5% 557 $33K
Hemington Wealth Management 0.01% Add +21.1% 522 $30K
CVA Family Office, LLC 0.00% Add +23.4% 480 $28K
True Wealth Design, LLC 0.01% Add +7.5% 443 $26K
Optiver Holding B.V. 0.00% Add +107.3% 427 $25K
Continuum Advisory, LLC 0.00% Add +20.1% 424 $25K
Bogart Wealth, LLC 0.00% Add +6.5% 423 $25K
CGC Financial Services, LLC 0.01% No change 421 $25K
Leonteq Securities AG 0.00% Reduce -70.4% 421 $25K
Financial Management Professionals, Inc. 0.00% Reduce -1.5% 402 $24K
First Horizon Advisors, Inc. 0.00% Add +13.4% 388 $23K
Deseret Mutual Benefit Administrators 0.01% Reduce -5.7% 379 $22K
Group One Trading LLC 0.00% Reduce -76.2% 379 $22K
Physician Wealth Advisors, Inc. 0.00% New 373 $22K
Hilltop National Bank 0.01% No change 364 $21K
CENTRAL TRUST Co 0.00% No change 363 $21K
Prestige Wealth Management Group LLC 0.00% No change 341 $20K
Frazier Financial Advisors, LLC 0.02% No change 337 $20K
Glass Jacobson Investment Advisors llc 0.01% New 337 $20K
CoreCap Advisors, LLC 0.00% Add +67.2% 321 $19K
Private Wealth Management Group, LLC 0.01% No change 300 $18K
MAI Capital Management 0.00% New 291 $17K
Atala Financial Inc 0.01% — 283 $17K
Zions Bancorporation, N.A. 0.00% No change 265 $16K
Pittenger & Anderson Inc. 0.00% No change 262 $15K
Hantz Financial Services, Inc. 0.00% Reduce -14.3% 239 $14K
Park Place Capital Corp 0.00% No change 235 $14K
Intelligent Financial Strategies 0.01% No change 231 $14K
Bruce G. Allen Investments, LLC 0.01% No change 223 $13K
Versant Capital Management, Inc 0.00% Add +25.3% 223 $13K
Stuart Chaussee & Associates, Inc. 0.00% No change 217 $13K
Bokf, NA 0.00% No change 221 $13K
Farmers & Merchants Investments Inc. 0.00% No change 204 $12K
Asset Dedication, LLC 0.00% No change 199 $12K
St Germain D J Co. Inc. 0.00% No change 199 $12K
Global Financial Private Client, LLC 0.00% Add +8.7% 187 $11K
Pineridge Advisors LLC 0.00% New 183 $11K
REAP Financial Group, LLC 0.00% Reduce -3.2% 181 $11K
SRH Advisors, LLC 0.00% No change 163 $10K
Accredited Wealth Management, LLC 0.01% — 160 $9K
Global Wealth Strategies & Associates 0.00% No change 160 $9K
SouthState Bank Corp 0.00% New 147 $9K
Oarsman Capital, Inc. 0.00% Add +10.1% 131 $8K
West Paces Advisors Inc. 0.00% No change 123 $7K
ESL Trust Services, LLC 0.00% No change 114 $7K
DT Investment Partners, LLC 0.00% No change 112 $7K
Archer Investment Corp 0.00% No change 109 $6K
Cherry Tree Wealth Management, LLC 0.00% No change 108 $6K
Key Financial Inc 0.00% Add +457.9% 106 $6K
Larson Financial Group LLC 0.00% Reduce -20.0% 100 $6K
Caitlin John, LLC 0.00% Reduce -34.7% 96 $6K
Foster Dykema Cabot & Partners, LLC 0.00% No change 93 $5K
MV Capital Management, Inc. 0.00% Add +2.4% 84 $5K
Raffa Wealth Management, LLC 0.00% Add +125.0% 81 $5K
Kestra Investment Management, LLC 0.00% New 79 $5K
MCF Advisors LLC 0.00% No change 78 $5K
Legacy Investment Solutions, LLC 0.00% Add +26.4% 67 $4K
Legacy Wealth Managment, LLC 0.00% Add +26.4% 67 $4K
GW&K Investment Management, LLC 0.00% No change 76 $4K
Beacon Capital Management, LLC 0.00% No change 66 $4K
Innovative Advisory Group, LLC 0.00% — 60 $4K
Family CFO Inc 0.00% New 60 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 55 $3K
New Wave Wealth Advisors LLC 0.00% New 54 $3K
First PREMIER Bank 0.00% No change 43 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 51 $3K
SJS Investment Consulting Inc. 0.00% Reduce -17.2% 48 $3K
Sachetta, LLC 0.00% No change 46 $3K
Dunhill Financial, LLC 0.00% Add +59.3% 43 $3K
Avion Wealth 0.00% Add +92.0% 48 $2K
Truvestments Capital LLC 0.00% No change 26 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -74.5% 24 $1K
Menard Financial Group LLC 0.00% New 24 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $1K
Rosenberg Matthew Hamilton 0.00% No change 24 $1K
SBI Securities Co., Ltd. 0.00% — 24 $1K
Carolina Wealth Advisors, LLC 0.00% No change 21 $1K
New Millennium Group LLC 0.00% New 21 $1K
Tucker Asset Management LLC 0.00% No change 18 $1K
BankPlus Trust Department 0.00% — 13 $761
Concord Wealth Partners 0.00% No change 11 $644
Cornerstone Planning Group LLC 0.00% Add +66.7% 10 $592
WealthTrak Capital Management LLC 0.00% — 10 $586
Principia Wealth Advisory, LLC 0.00% — 9 $527
Parkworth Wealth Management, Inc. 0.00% — 9 $527
Aventura Private Wealth, LLC 0.00% — 9 $527
Transce3nd, LLC 0.00% — 9 $527
WR Wealth Planners, LLC 0.00% No change 9 $527
Wolff Wiese Magana LLC 0.00% No change 7 $410
Sittner & Nelson, LLC 0.00% New 7 $410
Winnacle Wealth LLC 0.00% — 7 $371
Valued Wealth Advisors LLC 0.00% No change 6 $352
Old Second National Bank of Aurora 0.00% New 6 $351
Country Trust Bank 0.00% No change 6 $351
Chesapeake Asset Management LLC 0.00% No change 5 $292
NewSquare Capital LLC 0.00% New 4 $234
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $176
HHM Wealth Advisors, LLC 0.00% New 3 $176
SOA Wealth Advisors, LLC. 0.00% No change 1 $60
Y.D. More Investments Ltd 0.00% Add +118.1% 373 $60

"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.