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