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W.R. Berkley

918 hedge funds and large institutions have $19B invested in W.R. Berkley in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 307 increasing their positions, 356 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.4M
Puts
$3.1M
Net Calls
Net Calls Change

Top Buyers

1 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
226
Panagora Asset Management
Massachusetts
$4.28M
II
227
IFM Investors
Australia
$4.23M
BHCM
228
Brevan Howard Capital Management
Jersey
$4.22M
KAS
229
Kestra Advisory Services
Texas
$4.19M
KA
230
KLCM Advisors
Wisconsin
$4.18M
BBVA
231
Banco Bilbao Vizcaya Argentaria
Spain
$4.15M
IAA
232
Independent Advisor Alliance
North Carolina
$4.09M
ICM
233
Intrepid Capital Management
Florida
$4.07M
FG
234
Fairman Group
Pennsylvania
$4.07M
Robeco Institutional Asset Management
235
Robeco Institutional Asset Management
Netherlands
$4.03M
NIM
236
NEOS Investment Management
Connecticut
$4M
GAM
237
Griffin Asset Management
New York
$3.96M
IIM
238
Illumine Investment Management
Washington
$3.91M
ECA
239
Elevate Capital Advisors
Colorado
$3.79M
A
240
AlphaQuest
New York
$3.76M
TCMP
241
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.73M
X
242
Xponance
Pennsylvania
$3.73M
AIM
243
AXA Investment Managers
France
$3.7M
PFSRSONJ
244
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.69M
URS
245
Utah Retirement Systems
Utah
$3.69M
SC
246
Stance Capital
Massachusetts
$3.69M
CT
247
Caldwell Trust
Florida
$3.62M
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$3.59M
SVWAG
249
Sound View Wealth Advisors Group
Georgia
$3.58M
AIP
250
Ameritas Investment Partners
Nebraska
$3.54M