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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 %
LIM
301
Leavell Investment Management
Alabama
$2.3M -$7.71K -105 -0.3%
CIBC World Market
302
CIBC World Market
Ontario, Canada
$2.3M -$369K -5,027 -14%
RMC
303
Resources Management Corp
Connecticut
$2.25M +$9.7K +132 +0.4%
OAM
304
Ostrum Asset Management
France
$2.24M -$345K -4,701 -13%
LOAMS
305
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.22M +$271K +3,692 +14%
SC
306
Scotia Capital
Ontario, Canada
$2.19M -$126K -1,719 -5%
ACL
307
Applied Capital LLC
Florida
$2.16M +$882 +12 +0%
TCMP
308
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.12M +$2.12M +28,841 New
MOS
309
MGO One Seven
Ohio
$2.12M +$1.25M +17,033 +144%
EWA
310
EP Wealth Advisors
California
$2.06M -$377K -5,131 -15%
AIM
311
Achmea Investment Management
Netherlands
$2.02M – – –
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$2.02M +$216K +2,935 +12%
Nordea Investment Management
313
Nordea Investment Management
Sweden
$1.97M -$4.01M -55,253 -67%
EFG
314
Elm3 Financial Group
Georgia
$1.96M -$122K -1,666 -6%
OPERF
315
Oregon Public Employees Retirement Fund
Oregon
$1.9M +$7.35K +100 +0.4%
NIM
316
NEOS Investment Management
Connecticut
$1.86M +$393K +5,349 +27%
EMPI
317
Elo Mutual Pension Insurance
Finland
$1.85M -$491K -6,686 -21%
AT
318
American Trust
Kentucky
$1.85M +$1.85M +25,137 New
CAG
319
Cypress Advisory Group
Arizona
$1.83M – – –
GWI
320
Grace & White Inc
New York
$1.83M – – –
BFG
321
Bleakley Financial Group
New Jersey
$1.82M +$108K +1,471 +6%
Lazard Asset Management
322
Lazard Asset Management
New York
$1.81M +$22.7K +309 +1%
PFM
323
Patton Fund Management
Texas
$1.81M -$1.21M -16,535 -40%
Pacer Advisors
324
Pacer Advisors
Pennsylvania
$1.79M +$666K +9,059 +59%
PCM
325
Parsons Capital Management
Rhode Island
$1.78M -$2.2K -30 -0.1%
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