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W.R. Berkley

912 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more funds holding in top 10

Funds holding in top 10: 1229 (+17)

110% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.4M

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

20% more capital invested

Capital invested by funds: $15.6B → $18.7B (+$3.09B)

4% more funds holding

Funds holding: 873912 (+39)

0.44% more ownership

Funds ownership: 68.73%69.16% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 331

Holders
912
Holders Change
+39
Holders Change %
+4.47%
% of All Funds
12.23%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
125
Increased
331
Reduced
331
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
301
STRS Ohio
Ohio
$2.39M -$523K -8,542 -20%
Mirae Asset Global Investments
302
Mirae Asset Global Investments
South Korea
$2.37M +$364K +5,932 +22%
EWA
303
EP Wealth Advisors
California
$2.36M -$1.12M -18,327 -36%
WCWM
304
Willow Creek Wealth Management
California
$2.34M
EI
305
Ethic Inc
New York
$2.33M -$71.4K -1,165 -3%
VPIM
306
Vanguard Personalized Indexing Management
California
$2.31M +$156K +2,552 +9%
Two Sigma Investments
307
Two Sigma Investments
New York
$2.31M +$215K +3,511 +12%
IIL
308
Insight Inv LLC
California
$2.27M +$18.4K +300 +0.9%
IP
309
Interval Partners
New York
$2.27M -$3.37M -55,000 -63%
EMPI
310
Elo Mutual Pension Insurance
Finland
$2.27M +$74.5K +1,216 +4%
OAM
311
OP Asset Management
$2.27M +$1.95M +31,874 New
SC
312
Scotia Capital
Ontario, Canada
$2.25M -$10.9K -178 -0.6%
MLM
313
Mount Lucas Management
Pennsylvania
$2.24M +$969K +15,814 +101%
LIM
314
Leavell Investment Management
Alabama
$2.24M +$5.52K +90 +0.3%
RMC
315
Resources Management Corp
Connecticut
$2.17M +$82.4K +1,345 +5%
DCM
316
Dean Capital Management
Kansas
$2.17M +$43.1K +703 +2%
BJL
317
Brighton Jones LLC
Washington
$2.14M -$1.25M -20,425 -40%
TIG
318
Tribune Investment Group
New York
$2.13M +$1.84M +30,000 New
UH
319
Unigestion Holding
Switzerland
$2.11M +$967K +15,776 +114%
SIA
320
SeaBridge Investment Advisors
New Jersey
$2.11M +$158K +2,571 +10%
ACL
321
Applied Capital LLC
Florida
$2.09M -$919 -15 -0.1%
Verition Fund Management
322
Verition Fund Management
Connecticut
$2.07M -$424K -6,912 -19%
N
323
Natixis
France
$2.03M -$8.88M -144,969 -83%
EFG
324
Elm3 Financial Group
Georgia
$2.02M -$314K -5,127 -15%
STP
325
Science & Technology Partners
New York
$2.01M +$1.73M +28,267 New