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W.R. Berkley

926 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: 67.1%64.66% (-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
926
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
MOS
301
MGO One Seven
Ohio
$2.38M
AIM
302
Achmea Investment Management
Netherlands
$2.33M
WI
303
WBI Investments
New Jersey
$2.32M
CFO
304
Callan Family Office
Pennsylvania
$2.26M
ACL
305
Applied Capital LLC
Florida
$2.25M
Nordea Investment Management
306
Nordea Investment Management
Sweden
$2.25M
Two Sigma Investments
307
Two Sigma Investments
New York
$2.22M
T
308
TOBAM
France
$2.18M
TAF
309
Tredje AP-fonden
Sweden
$2.17M
Kovitz Investment Group Partners
310
Kovitz Investment Group Partners
Illinois
$2.09M
ATC
311
Argent Trust Co
Tennessee
$2.09M
VIA
312
Virtus Investment Advisers
Connecticut
$2.06M
NFSG
313
Newbridge Financial Services Group
Florida
$2M
BPA
314
Beacon Pointe Advisors
California
$1.97M
EFG
315
Elm3 Financial Group
Georgia
$1.97M
AT
316
American Trust
Kentucky
$1.93M
EWM
317
Empirical Wealth Management
Washington
$1.91M
CAG
318
Cypress Advisory Group
Arizona
$1.91M
GWI
319
Grace & White Inc
New York
$1.91M
PCM
320
Parsons Capital Management
Rhode Island
$1.85M
Pacer Advisors
321
Pacer Advisors
Pennsylvania
$1.85M
PCS
322
Personal CFO Solutions
New Jersey
$1.84M
SG Americas Securities
323
SG Americas Securities
New York
$1.84M
Wealthfront Advisers
324
Wealthfront Advisers
California
$1.83M
CGH
325
Crossmark Global Holdings
Texas
$1.83M