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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
99
Increased
345
Reduced
330
Closed
80
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$188M
2
BlackRock
BlackRock
New York
+$79M
3
FGP
Freestone Grove Partners
California
+$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
UBS AM
UBS AM
Illinois
-$154M
3
Bank of America
Bank of America
North Carolina
-$58.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$51.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
276
Macquarie Group
Australia
$2.82M -$10.2M -139,345 -78%
OCA
277
Otter Creek Advisors
Florida
$2.8M -$3.11M -42,265 -53%
CWM
278
CIBC World Markets
New York
$2.78M +$106K +1,440 +4%
DF
279
Donoghue Forlines
Massachusetts
$2.74M +$2.74M +37,334 New
YCM
280
Yousif Capital Management
Michigan
$2.73M -$51.6K -703 -2%
SPIA
281
Steward Partners Investment Advisory
New York
$2.71M -$955K -13,001 -26%
APIM
282
Agate Pass Investment Management
Washington
$2.69M -$34.3K -467 -1%
Neuberger Berman Group
283
Neuberger Berman Group
New York
$2.69M +$712K +9,685 +36%
Mirae Asset Global ETFs Holdings
284
Mirae Asset Global ETFs Holdings
Hong Kong
$2.67M -$68.8K -936 -3%
VA
285
Vident Advisory
Georgia
$2.66M -$394K -5,359 -13%
Mirae Asset Global Investments
286
Mirae Asset Global Investments
South Korea
$2.62M +$177K +2,407 +7%
UM
287
UniSuper Management
Australia
$2.61M -$214K -2,907 -8%
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$2.61M +$63.3K +862 +2%
ACM
289
Aurdan Capital Management
Pennsylvania
$2.61M -$216K -2,943 -8%
CFO
290
Callan Family Office
Pennsylvania
$2.56M +$2.06M +28,005 +406%
IP
291
Interval Partners
New York
$2.53M +$183K +2,492 +8%
MOACM
292
Mutual of America Capital Management
New York
$2.53M -$40.3K -549 -2%
SW
293
SteelPeak Wealth
California
$2.5M +$2.5M +34,064 New
Osaic Holdings
294
Osaic Holdings
Arizona
$2.45M -$84.2K -1,385 -3%
WCWM
295
Willow Creek Wealth Management
California
$2.43M +$8.67K +118 +0.4%
BJL
296
Brighton Jones LLC
Washington
$2.39M +$183K +2,493 +8%
SIA
297
SeaBridge Investment Advisors
New Jersey
$2.39M +$212K +2,885 +10%
DCM
298
Dean Capital Management
Kansas
$2.36M +$126K +1,720 +6%
IIL
299
Insight Inv LLC
California
$2.35M +$5.14K +70 +0.2%
EF
300
Empowered Funds
Pennsylvania
$2.32M -$181K -2,458 -7%
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