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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 %
LOAMS
301
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.22M 30,182 +3,692 +14%
SC
302
Scotia Capital
Ontario, Canada
$2.19M 29,836 -1,719 -5%
ACL
303
Applied Capital LLC
Florida
$2.16M 29,397 +12 +0%
TCMP
304
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.12M 28,841 +28,841 New
MOS
305
MGO One Seven
Ohio
$2.12M 28,840 +17,033 +144%
EWA
306
EP Wealth Advisors
California
$2.06M 28,100 -5,131 -15%
AIM
307
Achmea Investment Management
Netherlands
$2.02M 27,546 – –
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$2.02M 27,429 +2,935 +12%
Nordea Investment Management
309
Nordea Investment Management
Sweden
$1.97M 27,193 -55,253 -67%
EFG
310
Elm3 Financial Group
Georgia
$1.96M 26,696 -1,666 -6%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$1.9M 25,890 +100 +0.4%
NIM
312
NEOS Investment Management
Connecticut
$1.86M 25,334 +5,349 +27%
EMPI
313
Elo Mutual Pension Insurance
Finland
$1.85M 25,196 -6,686 -21%
CAG
314
Cypress Advisory Group
Arizona
$1.83M 24,910 – –
GWI
315
Grace & White Inc
New York
$1.83M 24,869 – –
BFG
316
Bleakley Financial Group
New Jersey
$1.82M 24,708 +1,471 +6%
Lazard Asset Management
317
Lazard Asset Management
New York
$1.81M 24,629 +309 +1%
PFM
318
Patton Fund Management
Texas
$1.81M 24,595 -16,535 -40%
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$1.79M 24,378 +9,059 +59%
PCM
320
Parsons Capital Management
Rhode Island
$1.78M 24,221 -30 -0.1%
PCS
321
Personal CFO Solutions
New Jersey
$1.77M 24,093 +121 +0.5%
ECM
322
Elgethun Capital Management
South Dakota
$1.77M 24,066 +2 +0%
PAM
323
Panagora Asset Management
Massachusetts
$1.75M 23,881 -22,431 -48%
CGH
324
Crossmark Global Holdings
Texas
$1.75M 23,769 -1,144 -5%
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$1.74M 23,705 -210 -0.9%
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