WRB icon

W.R. Berkley
WRB

Overview Fund Activity

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12.01%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$368M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$188M
3
BlackRock
3
BlackRock
New York
$1.85B
4
FGP
4
Freestone Grove Partners
California
$63M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.72B 36,961,788 +625,685 +2%
BlackRock
2
BlackRock
New York
$1.85B 25,235,034 +1,075,468 +4%
State Street
3
State Street
Massachusetts
$1.09B 14,771,509 -229,263 -2%
Morgan Stanley
4
Morgan Stanley
New York
$972M 13,236,115 -2,556,206 -16%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M 11,096,437 -691,202 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$599M 8,189,248 +289,172 +4%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$597M 8,121,182 -566,866 -7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$534M 7,274,234 +577,873 +9%
Norges Bank
9
Norges Bank
Norway
$368M 5,007,772 +5,007,772 New
Principal Financial Group
10
Principal Financial Group
Iowa
$367M 4,998,963 -23,076 -0.5%
Wells Fargo
11
Wells Fargo
California
$299M 4,066,136 -41,536 -1%
First Trust Advisors
12
First Trust Advisors
Illinois
$291M 3,958,749 -511,890 -11%
Invesco
13
Invesco
Georgia
$270M 3,668,436 -494,901 -12%
Northern Trust
14
Northern Trust
Illinois
$226M 3,081,155 -156,208 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$224M 3,053,867 +3,442 +0.1%
PCH
16
Polar Capital Holdings
United Kingdom
$215M 2,925,000 – –
Royal London Asset Management
17
Royal London Asset Management
United Kingdom
$201M 2,738,612 +121,045 +5%
Bank of America
18
Bank of America
North Carolina
$197M 2,683,600 -800,176 -23%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$194M 2,634,811 -56,332 -2%
UBS Group
20
UBS Group
Switzerland
$192M 2,614,241 +4,571 +0.2%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$188M 2,561,230 +2,561,230 New
Legal & General Group
22
Legal & General Group
United Kingdom
$153M 2,086,028 +167,677 +9%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M 2,033,886 -701,455 -26%
MAM
24
Madison Asset Management
Wisconsin
$136M 1,853,872 +11,597 +0.6%
Charles Schwab
25
Charles Schwab
California
$136M 1,847,961 +25,344 +1%
1
2 3 4 5