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W.R. Berkley
WRB

Overview Fund Activity

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
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
+$265M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$169M
3
Wells Fargo
Wells Fargo
California
+$88.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$66.6M
5
UBS Group
UBS Group
Switzerland
+$64.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$183M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$146M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.4M
4
Millennium Management
Millennium Management
New York
-$53.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
276
Bank of Nova Scotia
Ontario, Canada
$2.8M -$12.7M -178,240 -82%
Susquehanna International Group
277
Susquehanna International Group
Pennsylvania
$2.78M -$6.45M -90,578 -70%
UM
278
UniSuper Management
Australia
$2.74M -$28.3K -397 -1%
ACM
279
Aurdan Capital Management
Pennsylvania
$2.73M -$1.56M -21,989 -36%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$2.7M -$162K -2,477 -6%
YCM
281
Yousif Capital Management
Michigan
$2.7M +$27.5K +387 +1%
NAM
282
Nissay Asset Management
Japan
$2.68M +$32.9K +463 +1%
Mirae Asset Global ETFs Holdings
283
Mirae Asset Global ETFs Holdings
Hong Kong
$2.66M -$2.75M -38,700 -51%
HH
284
Hilltop Holdings
Texas
$2.65M -$41.4K -582 -2%
APIM
285
Agate Pass Investment Management
Washington
$2.64M -$78.3K -1,100 -3%
CWM
286
CIBC World Markets
New York
$2.59M -$799K -11,227 -24%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$2.59M -$366K -5,138 -12%
LCM
288
LRT Capital Management
Texas
$2.56M +$609K +8,559 +31%
OAM
289
Ostrum Asset Management
France
$2.5M -$498K -6,998 -17%
MOACM
290
Mutual of America Capital Management
New York
$2.48M -$81.5K -1,146 -3%
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$2.47M +$48.7K +684 +2%
ERIC
292
Eagle Rock Investment Company
Georgia
$2.43M +$2.43M +34,193 New
IMRF
293
Illinois Municipal Retirement Fund
Illinois
$2.43M – – –
EF
294
Empowered Funds
Pennsylvania
$2.42M +$214K +3,013 +10%
SO
295
STRS Ohio
Ohio
$2.39M -$608K -8,542 -20%
TPSF
296
Texas Permanent School Fund
Texas
$2.38M +$2.38M +33,146 New
Mirae Asset Global Investments
297
Mirae Asset Global Investments
South Korea
$2.37M +$423K +5,932 +22%
EWA
298
EP Wealth Advisors
California
$2.36M -$1.3M -18,327 -36%
WCWM
299
Willow Creek Wealth Management
California
$2.34M – – –
EI
300
Ethic Inc
New York
$2.33M -$81.8K -1,165 -3%
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