WRB · Berkley W R Corp · Shareholders & Ownership

$75.55 +1.21 (+1.63%) At close · Oct 22

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$27.99B

371.23M

Volume · Oct 22 1.75M Avg daily vol (3M) 2.5M

Every disclosed holder of WRB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns WRB

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	962	278,628,475	75.06%	Yes
Insiders (Forms 3, 4, 5)	14	184,046,465	49.58%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	91,447,411	-24.63%	Negative
Registered funds (N-PORT, not summed)	573	85,908,631	23.14%	No

Shares outstanding: 371,227,529, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of WRB

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BERKLEY WILLIAM R Insider CIK 918186 · Jun 3, 2026 Director, Executive Chairman, 10% Owner, issuer-wide	91,001,464	24.51%	+5,014,782	Jun 3, 2026	Director, Executive Chairman, 10% Owner, issuer-wide
1.1	WR Berkley & Others LLC 13D CIK 918186 · Holding company · Mar 4, 2026 not summed	95,551,144	25.74%	0	Mar 4, 2026	not summed
2	BERKLEY WILLIAM R JR Insider CIK 1236253 · Aug 3, 2026 Director, President and CEO, issuer-wide	90,745,272	24.44%	+17,770,379	Aug 3, 2026	Director, President and CEO, issuer-wide
2.1	W. Robert Berkley, Jr. 13D CIK 1236253 · Unknown · Jul 17, 2026 Item 4 purpose: none of the classified purposes not summed	95,557,324	25.74%	—	Jul 17, 2026	not summed
3	Mitsui Sumitomo Insurance Co Ltd 13F CIK 1142206 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	58,780,450	15.83%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	MITSUI SUMITOMO INSURANCE CO LTD Insider CIK 1142206 · Mar 3, 2026 10% Owner, issuer-wide, not summed	58,780,450	15.83%	+258,176	Mar 3, 2026	10% Owner, issuer-wide, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	21,934,626	5.91%	-1,345,982	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,045,493	1.09%	+213,125	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	935,182	0.25%	+73,046	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	507,700	0.14%	-8,390	Jun 30, 2026	iShares Trust, not summed
4.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	385,658	0.10%	+8,216	Jun 30, 2026	iShares Trust, not summed
4.5	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	353,896	0.10%	-5,843	Jun 30, 2026	iShares Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,690,969	5.03%	-234,872	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,550,971	3.92%	-199,262	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,126,628	3.81%	-278,782	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,989,377	0.54%	-29,099	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
7.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	738,551	0.20%	+70,164	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	701,880	0.19%	+76,248	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	250,231	0.07%	+6,290	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	153,836	0.04%	+2,658	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,866,248	2.39%	-203,113	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,268,721	2.23%	+39,067	Jun 30, 2026	carried, not yet filed for the newest quarter
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,252,790	2.22%	-2,159,675	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	809	0.00%	-171	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
10.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	545	0.00%	+290	Jul 31, 2026	E Trade Trust, not summed
10.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	508	0.00%	+129	Jul 31, 2026	E Trade Trust, not summed
10.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	107	0.00%	-25	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,618,198	2.05%	+47,466	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,377,064	1.72%	-1,395,149	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,050,140	1.63%	-105,194	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,028,284	1.35%	-23,481	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,734,583	0.74%	+248,662	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	981,547	0.26%	-27,320	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14.3	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	296,327	0.08%	-48,837	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	198,120	0.05%	+885	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
14.5	Invesco KBW Property & Casualty Insurance ETF Fund S000030363 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	147,279	0.04%	+4,968	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,158,216	1.12%	+1,306,932	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	149,964	0.04%	-61,013	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	97,709	0.03%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
15.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	52,629	0.01%	+7,351	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.4	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	18,799	0.01%	0	May 31, 2026	GOLDMAN SACHS TRUST, not summed
15.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	15,427	0.00%	+4,387	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,041,846	1.09%	+273,666	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	517,040	0.14%	+36,825	Jul 31, 2026	Dimensional ETF Trust, not summed
16.2	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	453,187	0.12%	+7,295	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
16.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	334,452	0.09%	+2,518	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	306,557	0.08%	+3,878	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	185,094	0.05%	+12,823	Jul 31, 2026	Dimensional ETF Trust, not summed
17	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,720,958	1.00%	-68,708	Jun 30, 2026	carried, not yet filed for the newest quarter
18	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,680,160	0.99%	+1,832,055	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	84,350	0.02%	0	Jun 30, 2026	AQR Funds, not summed
18.2	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	69,889	0.02%	—	Jun 30, 2026	AQR Funds, not summed
18.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,236	0.01%	-1	Jun 30, 2026	AQR Funds, not summed
18.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,589	0.00%	—	Jun 30, 2026	AQR Funds, not summed
18.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,047	0.00%	—	Jun 30, 2026	AQR Funds, not summed
19	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,624,858	0.98%	-348,071	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	First Trust Capital Strength ETF Fund S000012555 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	2,322,187	0.63%	-71,083	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
19.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	74,215	0.02%	-16,060	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
19.3	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	68,179	0.02%	+84	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
19.4	First Trust Capital Strength Portfolio Fund S000068384 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	59,177	0.02%	+2,085	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
19.5	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	48,013	0.01%	-79	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
20	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	3,580,233	0.96%	-563,169	Jun 30, 2026	Eaton Vance Growth Trust, not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,148,633	0.85%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,849,413	0.77%	-55,109	Jun 30, 2026	carried, not yet filed for the newest quarter
23	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,835,322	0.76%	-432,454	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,655,203	0.72%	+18,483	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,588,583	0.70%	+1,785,433	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,552,698	0.69%	-152,697	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	89,081	0.02%	0	Jun 30, 2026	Northern Funds, not summed
26.2	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,332	0.00%	-1,043	Jul 31, 2026	FlexShares Trust, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,640	0.00%	+326	Jul 31, 2026	FlexShares Trust, not summed
27	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,293,864	0.62%	-57	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,154,477	0.58%	-1,119,487	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,130,000	0.57%	-145,000	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ROYAL LONDON ASSET MANAGEMENT LTD 13F CIK 863748 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,115,249	0.57%	-169,334	Jun 30, 2026	carried, not yet filed for the newest quarter
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,041,622	0.55%	-133,870	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	24,997	0.01%	-1,470	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
31.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	187	0.00%	-70	May 31, 2026	UBS INVESTMENT TRUST, not summed
31.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	87	0.00%	-2	Jun 30, 2026	UBS FUNDS, not summed
32	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,013,358	0.54%	+1,740,369	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,917,449	0.52%	+16,144	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	658,714	0.18%	-3,126	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	316,026	0.09%	+8,382	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	179,319	0.05%	+3,211	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	176,737	0.05%	+2,348	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	150,165	0.04%	-8,481	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,793,310	0.48%	-59,460	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,664,001	0.45%	-9,412	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,632,946	0.44%	-25,923	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,599,505	0.43%	-271,539	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,595,111	0.43%	-85,055	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	Madison Asset Management, LLC 13F CIK 1299351 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,497,784	0.40%	-121,122	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Madison Mid Cap Fund Fund S000020651 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	691,754	0.19%	-91,323	Jul 31, 2026	MADISON FUNDS, not summed
39.2	Mid Cap Fund Fund S000019983 · Registered fund · Jun 30, 2026 ULTRA SERIES FUND, not summed	41,458	0.01%	-3,792	Jun 30, 2026	ULTRA SERIES FUND, not summed
40	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,475,954	0.40%	+81,813	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,466,496	0.40%	+117,538	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Gateway Equity Call Premium Fund Fund S000046840 · Registered fund · Jun 30, 2026 Gateway Trust, not summed	9,505	0.00%	0	Jun 30, 2026	Gateway Trust, not summed
42	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,461,348	0.39%	-457,032	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	739,980	0.20%	-253,459	Jul 31, 2026	Principal Funds, Inc, not summed
42.2	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	60,615	0.02%	-2,123	Jul 31, 2026	Principal Funds, Inc, not summed
42.3	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	14,930	0.00%	-5,882	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
42.4	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	11,087	0.00%	-1,231	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
42.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,091	0.00%	+1,927	Jul 31, 2026	Principal Funds, Inc, not summed
43	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,446,808	0.39%	+57,446	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,812,931	1.03%	-7,701	May 31, 2026	Fidelity Concord Street Trust, not summed
43.2	Fidelity Dividend Growth Fund Fund S000007197 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	891,700	0.24%	+133,500	Jul 31, 2026	Fidelity Securities Fund, not summed
43.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	859,625	0.23%	+26,804	Jul 31, 2026	Fidelity Salem Street Trust, not summed
43.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	563,059	0.15%	+884	May 31, 2026	Fidelity Concord Street Trust, not summed
43.5	Fidelity SAI U.S. Low Volatility Index Fund Fund S000049309 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	501,408	0.14%	+13,555	Jul 31, 2026	Fidelity Salem Street Trust, not summed
44	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,440,408	0.39%	+213,065	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,347,506	0.36%	-686,426	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	25,000	0.01%	+26	Jul 31, 2026	BNY Mellon ETF Trust, not summed
46	CHILTON INVESTMENT CO INC. 13F CIK 1332632 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,339,877	0.36%	-48,915	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Cornerstone Investment Partners, LLC 13F CIK 1328062 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,336,146	0.36%	+283,642	Jun 30, 2026	carried, not yet filed for the newest quarter
48	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,305,627	0.35%	+160,870	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	9,159	0.00%	-436	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
48.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	6,483	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
48.3	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	5,456	0.00%	-6,775	Aug 31, 2026	DBX ETF Trust, not summed
48.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	4,007	0.00%	-110	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
48.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,108	0.00%	-20	Aug 31, 2026	DBX ETF Trust, not summed
49	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,259,360	0.34%	+112,053	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,257,518	0.34%	-39,357	Jun 30, 2026	carried, not yet filed for the newest quarter

129 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 1,205 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 11544 CUSIP 084423102 13F (30d) 181 filings 172 filers Visit website Investor relations