Funds holding W R Berkley Corp
582 funds declare a position · 198 ETFs and 384 other funds · 6B $ · US0844231029
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,069,361 | 601.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,570,732 | 501.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,155,334 | 408M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 4,143,402 | 274.6M $ | 2.79 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,820,632 | 273.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 3,832,368 | 254M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,636,720 | 174.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,485,921 | 166.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| First Trust Capital Strength ETF First Trust Exchange-Traded Fund | 2,393,270 | 158.6M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,018,476 | 133.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,852,770 | 122.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Enterprise Fund JANUS INVESTMENT FUND | 1,738,101 | 115.2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,673,413 | 111.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,680,166 | 111.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,173,140 | 77.8M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 1,151,552 | 77M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,008,867 | 72.3M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 1,062,270 | 70.4M $ | 4.91 % | as of Mar 31, 2026 · Original filing |
| VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. | 1,026,506 | 68M $ | 5.07 % | as of Mar 31, 2026 · Original filing |
| MidCap Fund Principal Funds, Inc | 993,439 | 66.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 886,556 | 59.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 862,136 | 57.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 851,423 | 56.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 832,821 | 55.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Parnassus Mid Cap Fund Parnassus Funds | 806,103 | 53.4M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| Madison Mid Cap Fund MADISON FUNDS | 783,077 | 52.3M $ | 2.93 % | as of Apr 30, 2026 · Original filing |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 758,200 | 50.7M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 668,387 | 44.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 661,840 | 44.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 625,632 | 41.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 562,175 | 40.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 552,808 | 36.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 551,431 | 36.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 506,927 | 36.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 516,090 | 34.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 487,853 | 32.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 480,215 | 32.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 443,990 | 31.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 445,892 | 29.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 386,300 | 25.8M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 377,442 | 25M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 359,739 | 23.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 345,164 | 23.1M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 331,934 | 22.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 334,583 | 22.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 307,644 | 22.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 324,275 | 21.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 313,368 | 20.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 302,679 | 20.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 277,622 | 18.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 250,203 | 16.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 243,941 | 16.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 222,239 | 15.9M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 218,574 | 15.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 210,977 | 15.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 221,090 | 14.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 197,235 | 14.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 208,268 | 13.9M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC | 203,958 | 13.5M $ | 3.68 % | as of Mar 31, 2026 · Original filing |
| The Fairholme Focused Income Fund Fairholme Funds Inc | 187,650 | 13.5M $ | 6.18 % | as of Feb 27, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 189,651 | 12.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 189,127 | 12.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 189,856 | 12.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 174,389 | 12.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 168,573 | 12.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 176,108 | 11.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 172,271 | 11.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 158,646 | 11.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 151,837 | 10.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 161,145 | 10.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 160,558 | 10.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 160,547 | 10.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 156,832 | 10.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 154,520 | 10.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 142,311 | 10.2M $ | 3.68 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 151,920 | 10.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 151,178 | 10M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 144,705 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 139,933 | 9.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 137,259 | 9.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 136,344 | 9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 135,179 | 9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 133,557 | 8.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 123,241 | 8.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 132,621 | 8.8M $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 131,936 | 8.7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 120,703 | 8.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES | 130,421 | 8.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 124,715 | 8.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 125,066 | 8.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 122,023 | 8.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 111,661 | 8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 114,259 | 7.6M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 109,850 | 7.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 109,652 | 7.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Janus Enterprise Portfolio EQ Advisors Trust | 106,251 | 7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 96,984 | 7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 92,222 | 6.6M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 98,367 | 6.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 98,676 | 6.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |