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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
WI
301
WBI Investments
New Jersey
$2.32M
CFO
302
Callan Family Office
Pennsylvania
$2.26M
ACL
303
Applied Capital LLC
Florida
$2.25M
Nordea Investment Management
304
Nordea Investment Management
Sweden
$2.25M
Two Sigma Investments
305
Two Sigma Investments
New York
$2.22M
T
306
TOBAM
France
$2.18M
TAF
307
Tredje AP-fonden
Sweden
$2.17M
Kovitz Investment Group Partners
308
Kovitz Investment Group Partners
Illinois
$2.09M
ATC
309
Argent Trust Co
Tennessee
$2.09M
VIA
310
Virtus Investment Advisers
Connecticut
$2.06M
NFSG
311
Newbridge Financial Services Group
Florida
$2M
CAM
312
Cresset Asset Management
Illinois
$1.98M
BPA
313
Beacon Pointe Advisors
California
$1.97M
EFG
314
Elm3 Financial Group
Georgia
$1.97M
AT
315
American Trust
Kentucky
$1.93M
EWM
316
Empirical Wealth Management
Washington
$1.91M
CAG
317
Cypress Advisory Group
Arizona
$1.91M
GWI
318
Grace & White Inc
New York
$1.91M
PCM
319
Parsons Capital Management
Rhode Island
$1.85M
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$1.85M
PCS
321
Personal CFO Solutions
New Jersey
$1.84M
SG Americas Securities
322
SG Americas Securities
New York
$1.84M
Wealthfront Advisers
323
Wealthfront Advisers
California
$1.83M
CGH
324
Crossmark Global Holdings
Texas
$1.83M
ECM
325
Elgethun Capital Management
South Dakota
$1.82M