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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
HI
276
Horizon Investments
North Carolina
$2.84M
SC
277
Scotia Capital
Ontario, Canada
$2.81M
APIM
278
Agate Pass Investment Management
Washington
$2.8M
TPCW
279
TD Private Client Wealth
New York
$2.76M
Mirae Asset Global ETFs Holdings
280
Mirae Asset Global ETFs Holdings
Hong Kong
$2.76M
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$2.72M
SIA
282
SeaBridge Investment Advisors
New Jersey
$2.71M
QCM
283
QRG Capital Management
Illinois
$2.7M
IIL
284
Insight Inv LLC
California
$2.66M
ACM
285
Alamar Capital Management
California
$2.65M
Macquarie Group
286
Macquarie Group
Australia
$2.64M
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$2.62M
Neuberger Berman Group
288
Neuberger Berman Group
New York
$2.56M
WCWM
289
Willow Creek Wealth Management
California
$2.53M
MOACM
290
Mutual of America Capital Management
New York
$2.49M
CIBC World Market
291
CIBC World Market
Ontario, Canada
$2.47M
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$2.47M
DCM
293
Dean Capital Management
Kansas
$2.46M
CCM
294
Coldstream Capital Management
Washington
$2.43M
SPIA
295
Steward Partners Investment Advisory
New York
$2.42M
BAMF
296
BI Asset Management Fondsmaeglerselskab
Denmark
$2.42M
RMC
297
Resources Management Corp
Connecticut
$2.41M
LIM
298
Leavell Investment Management
Alabama
$2.4M
BJL
299
Brighton Jones LLC
Washington
$2.39M
MOS
300
MGO One Seven
Ohio
$2.38M