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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
SC
276
Scotia Capital
Ontario, Canada
$2.81M
APIM
277
Agate Pass Investment Management
Washington
$2.8M
TPCW
278
TD Private Client Wealth
New York
$2.76M
Mirae Asset Global ETFs Holdings
279
Mirae Asset Global ETFs Holdings
Hong Kong
$2.76M
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$2.72M
SIA
281
SeaBridge Investment Advisors
New Jersey
$2.71M
QCM
282
QRG Capital Management
Illinois
$2.7M
IIL
283
Insight Inv LLC
California
$2.66M
ACM
284
Alamar Capital Management
California
$2.65M
Macquarie Group
285
Macquarie Group
Australia
$2.64M
OPERF
286
Oregon Public Employees Retirement Fund
Oregon
$2.62M
Neuberger Berman Group
287
Neuberger Berman Group
New York
$2.56M
WCWM
288
Willow Creek Wealth Management
California
$2.53M
MOACM
289
Mutual of America Capital Management
New York
$2.49M
CIBC World Market
290
CIBC World Market
Ontario, Canada
$2.47M
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$2.47M
DCM
292
Dean Capital Management
Kansas
$2.46M
CCM
293
Coldstream Capital Management
Washington
$2.43M
SPIA
294
Steward Partners Investment Advisory
New York
$2.42M
BAMF
295
BI Asset Management Fondsmaeglerselskab
Denmark
$2.42M
RMC
296
Resources Management Corp
Connecticut
$2.41M
LIM
297
Leavell Investment Management
Alabama
$2.4M
BJL
298
Brighton Jones LLC
Washington
$2.39M
MOS
299
MGO One Seven
Ohio
$2.38M
AIM
300
Achmea Investment Management
Netherlands
$2.33M