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W.R. Berkley
WRB

Overview Fund Activity

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12.01%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$368M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$188M
3
BlackRock
3
BlackRock
New York
$1.85B
4
FGP
4
Freestone Grove Partners
California
$63M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
276
Yousif Capital Management
Michigan
$2.73M 37,210 -703 -2%
SPIA
277
Steward Partners Investment Advisory
New York
$2.71M 36,876 -13,001 -26%
APIM
278
Agate Pass Investment Management
Washington
$2.69M 36,676 -467 -1%
Neuberger Berman Group
279
Neuberger Berman Group
New York
$2.69M 36,656 +9,685 +36%
Mirae Asset Global ETFs Holdings
280
Mirae Asset Global ETFs Holdings
Hong Kong
$2.67M 36,400 -936 -3%
VA
281
Vident Advisory
Georgia
$2.66M 36,193 -5,359 -13%
Mirae Asset Global Investments
282
Mirae Asset Global Investments
South Korea
$2.62M 35,628 +2,407 +7%
UM
283
UniSuper Management
Australia
$2.61M 35,587 -2,907 -8%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$2.61M 35,555 +862 +2%
ACM
285
Aurdan Capital Management
Pennsylvania
$2.61M 35,458 -2,943 -8%
CFO
286
Callan Family Office
Pennsylvania
$2.56M 34,903 +28,005 +406%
IP
287
Interval Partners
New York
$2.53M 34,400 +2,492 +8%
MOACM
288
Mutual of America Capital Management
New York
$2.53M 34,370 -549 -2%
SW
289
SteelPeak Wealth
California
$2.5M 34,064 +34,064 New
Osaic Holdings
290
Osaic Holdings
Arizona
$2.45M 40,274 -1,385 -3%
WCWM
291
Willow Creek Wealth Management
California
$2.43M 33,010 +118 +0.4%
BJL
292
Brighton Jones LLC
Washington
$2.39M 32,571 +2,493 +8%
SIA
293
SeaBridge Investment Advisors
New Jersey
$2.39M 32,500 +2,885 +10%
DCM
294
Dean Capital Management
Kansas
$2.36M 32,157 +1,720 +6%
IIL
295
Insight Inv LLC
California
$2.35M 32,032 +70 +0.2%
EF
296
Empowered Funds
Pennsylvania
$2.32M 31,532 -2,458 -7%
LIM
297
Leavell Investment Management
Alabama
$2.3M 31,327 -105 -0.3%
CIBC World Market
298
CIBC World Market
Ontario, Canada
$2.3M 31,300 -5,027 -14%
RMC
299
Resources Management Corp
Connecticut
$2.25M 30,634 +132 +0.4%
OAM
300
Ostrum Asset Management
France
$2.24M 30,457 -4,701 -13%
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