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BERKLEY W R CORP
BERKLEY W R CORP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 309 Institutional holders with a total value of $3,710,293,188.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Oakworth Capital, Inc. 8 0 0.00%
2 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 0 0 0.00%
3 ENVESTNET ASSET MANAGEMENT INC 3 0 0.00%
4 Archford Capital Strategies, LLC 13 541 0.00%
5 WFG Advisors, LP 13 1,000 0.00%
6 PRELUDE CAPITAL MANAGEMENT, LLC 80 3,000 0.00%
7 BARCLAYS PLC 100 4,000 0.00% Put
8 COLONY GROUP LLC 96 4,000 0.00%
9 NEW ENGLAND SECURITIES CORP /MA/ 129 5,000 0.00%
10 BESSEMER GROUP INC 119 5,000 0.00%
11 Plante Moran Financial Advisors, LLC 153 6,000 0.00%
12 Trutina Financial LLC 150 6,000 0.00%
13 ALPHA WINDWARD LLC 161 7,000 0.00%
14 Johnson Financial Group, Inc. 204 8,000 0.00%
15 CENTRAL TRUST Co 200 8,000 0.00%
16 FIFTH THIRD BANCORP 225 9,000 0.00%
17 PRIVATE TRUST CO NA 234 10,000 0.00%
18 BARCLAYS PLC 300 12,000 0.00% Call
19 UBS AG 300 12,000 0.00% Put
20 US BANCORP \DE\ 349 14,000 0.00%
21 REILLY FINANCIAL ADVISORS, LLC 418 17,000 0.00%
22 QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 400 17,000 0.00%
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 402 17,000 0.00%
24 KELLY LAWRENCE W & ASSOCIATES INC/CA 440 18,000 0.00%
25 Ledyard National Bank 455 19,000 0.00%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 456 19,000 0.00%
27 Brandywine Global Investment Management, LLC 455 19,000 0.00%
28 Shinko Asset Management Co., Ltd. 500 21,000 0.00%
29 Weaver C. Barksdale & Associates, Inc. 673 28,000 0.00%
30 Gary Goldberg Planning Services Inc 900 37,000 0.00%
31 Beacon Capital Management, Inc. 1,000 42,000 0.00%
32 HIGH POINT BANK & TRUST CO 1,100 46,000 0.00%
33 MU Investments Co., Ltd. 1,200 49,000 0.00%
34 CANADA PENSION PLAN INVESTMENT BOARD 1,200 50,000 0.00%
35 B. Riley Wealth Management, Inc. 1,400 58,000 0.00%
36 Hoxton Financial, Inc. 1,800 75,000 0.00%
37 Evercore Wealth Management, LLC 1,900 79,000 0.00%
38 E. Ohman J:or Asset Management AB 2,300 95,726 0.00%
39 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 2,300 96,000 0.00%
40 Index Management Solutions, LLC 2,770 115,000 0.00%
41 INVESTMENT COUNSELORS OF MARYLAND LLC 2,795 116,000 0.00%
42 Creative Planning 2,894 120,000 0.00%
43 Advisors Asset Management, Inc. 3,412 142,000 0.00%
44 TURNER INVESTMENTS LLC 3,577 149,000 0.00%
45 Tower Research Capital LLC (TRC) 3,696 153,000 0.00%
46 Dai-ichi Life Holdings, Inc. 3,703 154,000 0.00%
47 Daiwa Securities Group Inc. 4,200 175,000 0.00%
48 WESTPORT RESOURCES MANAGEMENT INC 4,314 180,000 0.00%
49 WealthTrust-Arizona, LLC 4,813 200,000 0.01%
50 MSI Financial Services Inc 4,819 201,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.