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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 %
TRSOTSOK
326
Teachers Retirement System of the State of Kentucky
Kentucky
$1.73M 23,600 +347 +1%
DADC
327
D.A. Davidson & Co
Montana
$1.72M 23,465 -19 -0.1%
AF
328
Avanza Fonder
Sweden
$1.71M 23,307 -1,794 -7%
IWC
329
Integrated Wealth Concepts
Massachusetts
$1.69M 22,945 +5,437 +31%
DC
330
Davenport & Co
Virginia
$1.68M 22,915 +2,519 +12%
BPA
331
Beacon Pointe Advisors
California
$1.68M 22,807 -1,353 -6%
LCM
332
LRT Capital Management
Texas
$1.67M 22,689 -13,334 -37%
CNBTD
333
Citizens National Bank Trust Department
Mississippi
$1.66M 22,602 -709 -3%
NFSG
334
Newbridge Financial Services Group
Florida
$1.62M 22,082 +20,637 +1,428%
DWM
335
Diversify Wealth Management
Utah
$1.62M 23,112 +1,371 +6%
PIM
336
Pullen Investment Management
Florida
$1.62M 21,982 -118 -0.5%
CAM
337
Cresset Asset Management
Illinois
$1.6M 21,757 +17,354 +394%
JSL
338
JT Stratford LLC
Georgia
$1.6M 21,757 -2,234 -9%
ATC
339
Argent Trust Co
Tennessee
$1.6M 21,738 +172 +0.8%
MPPW
340
Mitchell & Pahl Private Wealth
Oklahoma
$1.59M 21,652 +478 +2%
Wealthfront Advisers
341
Wealthfront Advisers
California
$1.58M 21,517 +4,105 +24%
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.58M 21,488 +4,291 +25%
UBP
343
Union Bancaire Privee
Switzerland
$1.56M 27,000 +27,000 New
O
344
Ossiam
France
$1.55M 21,117 -101 -0.5%
M&T Bank
345
M&T Bank
New York
$1.54M 20,973 +2,081 +11%
MSU
346
Mizuho Securities USA
New York
$1.52M 20,718 -3,323 -14%
SCA
347
Sage Capital Advisors
South Dakota
$1.52M 20,697 +20 +0.1%
SCM
348
Sterling Capital Management
North Carolina
$1.51M 20,607 +4,269 +26%
SEA
349
Stegent Equity Advisors
Texas
$1.51M 20,529 +1,614 +9%
PMWMG
350
Parr McKnight Wealth Management Group
Minnesota
$1.5M 20,366 -361 -2%
12 13
14
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