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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 %
GAM
251
Gotham Asset Management
New York
$3.49M +$2.51M +35,287 +256%
URS
252
Utah Retirement Systems
Utah
$3.46M – – –
Walleye Trading
253
Walleye Trading
New York
$3.43M +$3.2M +44,918 +1,367%
TAF
254
Tredje AP-fonden
Sweden
$3.43M – – –
GWCM
255
Godshalk Welsh Capital Management
Pennsylvania
$3.41M -$37.2K -523 -1%
SVWAG
256
Sound View Wealth Advisors Group
Georgia
$3.36M -$45K -632 -1%
MML Investors Services
257
MML Investors Services
Massachusetts
$3.36M +$394K +5,534 +13%
SC
258
Sepio Capital
Utah
$3.36M -$48.5K -681 -1%
PAM
259
Panagora Asset Management
Massachusetts
$3.3M -$130K -1,824 -4%
BAM
260
Belpointe Asset Management
Nevada
$3.3M -$8.97K -126 -0.3%
NVIM
261
New Vernon Investment Management
Illinois
$3.28M +$2.34M +32,902 +249%
IC
262
IEQ Capital
California
$3.18M +$1.15M +16,138 +56%
Two Sigma Advisers
263
Two Sigma Advisers
New York
$3.18M +$1.47M +20,700 +86%
VF
264
Vest Financial
Virginia
$3.14M +$3.14M +44,184 New
FG
265
Fairman Group
Pennsylvania
$3.11M – – –
UIM
266
USS Investment Management
United Kingdom
$3.09M – – –
X
267
Xponance
Pennsylvania
$3.06M +$63K +885 +2%
PFSRSONJ
268
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.06M – – –
Osaic Holdings
269
Osaic Holdings
Arizona
$2.97M -$662K -9,294 -18%
VA
270
Vident Advisory
Georgia
$2.96M +$1.9M +26,671 +179%
PFM
271
Patton Fund Management
Texas
$2.93M -$869K -12,211 -23%
TPCW
272
TD Private Client Wealth
New York
$2.93M -$167K -2,341 -5%
TAM
273
Tealwood Asset Management
Minnesota
$2.91M -$7.61K -107 -0.3%
BHCM
274
Brevan Howard Capital Management
Jersey
$2.91M +$1.25M +17,606 +76%
NYLIM
275
New York Life Investment Management
New York
$2.86M -$17.3K -243 -0.6%
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