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W.R. Berkley

924 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, 311 increasing their positions, 357 reducing their positions, and 79 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.09%64.65% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
924
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 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$105M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
WP
Woodline Partners
California
-$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
251
Ameritas Investment Partners
Nebraska
$3.54M
UIM
252
USS Investment Management
United Kingdom
$3.54M
GWCM
253
Godshalk Welsh Capital Management
Pennsylvania
$3.52M
AM
254
AGF Management
Ontario, Canada
$3.5M
EI
255
Ethic Inc
New York
$3.47M
YCM
256
Yousif Capital Management
Michigan
$3.41M
BCIM
257
British Columbia Investment Management
British Columbia, Canada
$3.34M
Wellington Management Group
258
Wellington Management Group
Massachusetts
$3.32M
MML Investors Services
259
MML Investors Services
Massachusetts
$3.3M
SW
260
SteelPeak Wealth
California
$3.24M
VPIM
261
Vanguard Personalized Indexing Management
California
$3.22M
SFI
262
Susquehanna Fundamental Investments
Pennsylvania
$3.2M
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$3.2M
CBU
264
CIBC Bancorp USA
Illinois
$3.18M
BAM
265
Belpointe Asset Management
Nevada
$3.16M
EMPI
266
Elo Mutual Pension Insurance
Finland
$3.13M
NYLIM
267
New York Life Investment Management
New York
$3.12M
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$3.09M
GP
269
Greenline Partners
New York
$3.02M
Mirae Asset Global Investments
270
Mirae Asset Global Investments
South Korea
$3.01M
NAM
271
Nissay Asset Management
Japan
$3M
UM
272
UniSuper Management
Australia
$2.97M
HH
273
Hilltop Holdings
Texas
$2.97M
TAM
274
Tealwood Asset Management
Minnesota
$2.95M
OAM
275
Ostrum Asset Management
France
$2.84M