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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Caldwell Trust
Florida
$940K
TPCW
227
TD Private Client Wealth
New York
$928K -$31.8K -1,067 -3%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$913K +$1.13M +37,996 New
ERSOT
229
Employees Retirement System of Texas
Texas
$906K
LIA
230
LS Investment Advisors
Michigan
$884K +$611K +20,502 +116%
JMPWA
231
JP Morgan Private Wealth Advisors
California
$883K +$200K +6,727 +21%
KBC Group
232
KBC Group
Belgium
$861K +$17.6K +592 +2%
WCWM
233
Willow Creek Wealth Management
California
$858K
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$853K +$27.7K +931 +3%
FBC
235
Fairfield, Bush & Co
Connecticut
$845K -$26.8K -900 -2%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$839K -$1.24M -41,528 -53%
GFPC
237
Global Financial Private Capital
Florida
$837K +$1.07M +36,047 New
LIM
238
Leavell Investment Management
Alabama
$829K -$40.2K -1,350 -4%
NAM
239
Nissay Asset Management
Japan
$826K +$15K +504 +1%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$822K +$29.4K +986 +3%
TCOV
241
Trust Company of Vermont
Vermont
$807K -$8.04K -270 -0.8%
BB
242
Busey Bank
Illinois
$802K
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$790K +$6.97K +234 +0.7%
TW
244
Transform Wealth
Colorado
$789K +$1.01M +34,013 New
Skandinaviska Enskilda Banken (SEB)
245
Skandinaviska Enskilda Banken (SEB)
Sweden
$785K +$408K +13,689 +68%
M&T Bank
246
M&T Bank
New York
$774K -$11.1K -373 -1%
II
247
IFM Investors
Australia
$753K -$27.8K -934 -3%
SAM
248
Securian Asset Management
Minnesota
$731K -$26.8K -900 -3%
PP
249
Prudential plc
United Kingdom
$701K +$55.3K +1,857 +7%
DIA
250
Dean Investment Associates
Ohio
$689K -$38.3K -1,285 -4%