Public ownership evidence

W.R. Berkley Corporation (WRB) Ownership Disclosures

Read WRB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

W.R. Berkley Corporation: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-06
Trade date
2026-08-03
Reporting owners
Welt Philip S
Code
A
Shares
14,086
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0000011544-26-000044
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read WRB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read WRB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-08-062026-08-03Welt Philip SA14,086Not reported
2026-08-062026-08-03Baio Richard MarkA14,086Not reported
2026-08-062026-08-03BERKLEY WILLIAM R JRA98,593Not reported
2026-08-062026-08-03SHIEL JAMES GA14,086Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-2961$4,302None
Cornerstone Financial Management LLC2026-03-312026-08-2931$2,055None
Cornerstone Financial Management LLC2025-12-312026-08-2931$2,174None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-296,143$437,147None
Corient Private Wealth LP2026-06-302026-08-28123,513$8,711,410None
Principia Wealth Advisory, LLC2026-06-302026-08-2717$1,199None
Principia Wealth Advisory, LLC2026-03-312026-08-2718$1,193None
Advisors Asset Management, Inc.2024-03-312026-08-274,430$391,789None
Advisors Asset Management, Inc.2025-03-312026-08-278,203$583,725None
Advisors Asset Management, Inc.2025-09-302026-08-272,857$218,903None
Advisors Asset Management, Inc.2023-12-312026-08-272,267$160,322None
Dakota Wealth Management2025-09-302026-08-2789,375$6,847,914None
Dakota Wealth Management2025-12-312026-08-2798,750$6,924,352None
Dakota Wealth Management2026-03-312026-08-27101,504$6,727,708None
Advisors Asset Management, Inc.2025-06-302026-08-254,569$335,684None
CYBER HORNET ETFs LLC2026-06-302026-08-25803$56,636None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25318,375$22,454,989None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2522,454,989$318,375,000None
Advisors Asset Management, Inc.2024-09-302026-08-2211,733$665,613None
Advisors Asset Management, Inc.2024-06-302026-08-225,886$462,522None
Advisors Asset Management, Inc.2024-12-312026-08-2211,647$681,582None
Assenagon Asset Management S.A.2026-06-302026-08-224,962$349,970None
Kingsview Wealth Management, LLC2026-06-302026-08-203,209$226,357None
Archer Investment Corp2026-06-302026-08-20109$7,688None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20229,800$16,207,793None
Sankala Group LLC2026-06-302026-08-191$70None
Beacon Pointe Advisors, LLC2026-06-302026-08-1926,971$1,902,231None
Ensign Peak Advisors, Inc2026-03-312026-08-1999,126$6,570,071None
Ensign Peak Advisors, Inc2025-12-312026-08-19123,345$8,648,951None
Ensign Peak Advisors, Inc2025-09-302026-08-19152,827$11,709,605None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-19696$49,423None
Rakuten Investment Management, Inc.2026-06-302026-08-1943,571$3,093,976None
Strive Financial Group ,LLC2026-06-302026-08-184,272$301,304None
Coastal Bridge Advisors, LLC2026-06-302026-08-189,188$648,018None
Caitlin John, LLC2026-06-302026-08-1896$6,771None
Corient Private Wealth LP2026-06-302026-08-18129,151$9,109,091None
Empowered Funds, LLC2026-06-302026-08-1825,628$1,807,543None
Empowered Funds, LLC2026-06-302026-08-189,748$687,526None
Empowered Funds, LLC2026-06-302026-08-187,197$507,604None
Empowered Funds, LLC2026-06-302026-08-181,870$131,891None
Empowered Funds, LLC2026-06-302026-08-18736$51,910None
Empowered Funds, LLC2026-06-302026-08-18282$19,889None
Pure Financial Advisors, LLC2026-06-302026-08-183,312$233,601None
Transamerica Financial Advisors, LLC2026-06-302026-08-181,819$129,440None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-188,612$607,386None
Equitable Holdings, Inc.2026-06-302026-08-1810,911$769,564None
Fayez Sarofim & Co2026-06-302026-08-183,300$232,749None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1864,675$4,561,528None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-151,244$87,768None
Legacy Wealth Advisors, LLC2026-06-302026-08-153,866$272,669None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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