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W.R. Berkley
WRB

Overview Fund Activity

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$318M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$186M
3
Wells Fargo
Wells Fargo
California
$292M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$69.7M
5
UBS Group
UBS Group
Switzerland
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.12B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$619M
4
Millennium Management
Millennium Management
New York
$10.7M
5
Goldman Sachs
Goldman Sachs
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
226
DnB Asset Management
Norway
$4.28M -$30K -422 -0.7%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$4.22M -$237K -3,328 -5%
AB
228
Amalgamated Bank
New York
$4.22M +$1.21K +17 +0%
Daiwa Securities Group
229
Daiwa Securities Group
Japan
$4.21M +$10.1K +142 +0.2%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$4.15M +$71 +1 +0%
AMG
231
Asset Management Group
Connecticut
$4.09M -$504K -7,089 -11%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$4.01M +$11.9K +167 +0.3%
DIA
233
Dean Investment Associates
Ohio
$3.99M +$154K +2,163 +4%
KA
234
KLCM Advisors
Wisconsin
$3.88M – – –
ECA
235
Elevate Capital Advisors
Colorado
$3.81M -$182K -2,563 -5%
GAM
236
Griffin Asset Management
New York
$3.79M – – –
AIP
237
Ameritas Investment Partners
Nebraska
$3.74M +$139K +1,954 +4%
ICM
238
Intrepid Capital Management
Florida
$3.72M +$64.9K +912 +2%
AM
239
AGF Management
Ontario, Canada
$3.72M +$156K +2,198 +4%
II
240
IFM Investors
Australia
$3.68M -$126K -1,766 -3%
IIM
241
Illumine Investment Management
Washington
$3.68M +$14K +197 +0.4%
P
242
&Partners
Tennessee
$3.66M +$274K +3,849 +8%
CCIA
243
Campbell & Co Investment Adviser
Maryland
$3.66M +$2.02M +28,434 +124%
CIG
244
CHB Investment Group
Pennsylvania
$3.6M +$12.2K +172 +0.3%
SPIA
245
Steward Partners Investment Advisory
New York
$3.55M +$700K +9,833 +25%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$3.54M -$20.8K -292 -0.6%
ACM
247
Alamar Capital Management
California
$3.51M -$156K -2,193 -4%
PP
248
Prudential plc
United Kingdom
$3.51M -$507K -7,121 -13%
TC
249
TownSquare Capital
Utah
$3.5M +$282K +3,956 +9%
SM
250
Sciencast Management
New Jersey
$3.49M +$3.49M +49,090 New
8 9
10
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