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W.R. Berkley

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
LIP
326
Lighthouse Investment Partners
Florida
$1.87M +$1.87M +26,301 New
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$1.84M +$1.42K +20 +0.1%
TI
328
Tidal Investments
Wisconsin
$1.79M -$134K -1,877 -7%
CGH
329
Crossmark Global Holdings
Texas
$1.77M -$36.6K -515 -2%
CAG
330
Cypress Advisory Group
Arizona
$1.77M +$37.4K +525 +2%
GWI
331
Grace & White Inc
New York
$1.77M
Wealth Enhancement Advisory Services
332
Wealth Enhancement Advisory Services
Minnesota
$1.75M -$2.78M -39,106 -61%
AF
333
Avanza Fonder
Sweden
$1.75M -$65.8K -943 -4%
Cambridge Investment Research Advisors
334
Cambridge Investment Research Advisors
Iowa
$1.74M -$252K -3,541 -13%
Lazard Asset Management
335
Lazard Asset Management
New York
$1.73M +$113K +1,588 +7%
PCM
336
Parsons Capital Management
Rhode Island
$1.73M +$71.4K +1,004 +4%
BPA
337
Beacon Pointe Advisors
California
$1.72M -$19K -267 -1%
ECM
338
Elgethun Capital Management
South Dakota
$1.71M +$142 +2 +0%
MSU
339
Mizuho Securities USA
New York
$1.71M -$320K -4,491 -16%
JSL
340
JT Stratford LLC
Georgia
$1.71M -$144K -2,029 -8%
PCS
341
Personal CFO Solutions
New Jersey
$1.71M +$1.92K +27 +0.1%
VIA
342
Virtus Investment Advisers
Connecticut
$1.7M +$1.7M +23,944 New
Kovitz Investment Group Partners
343
Kovitz Investment Group Partners
Illinois
$1.7M -$28.6K -402 -2%
DADC
344
D.A. Davidson & Co
Montana
$1.67M -$39.9K -561 -2%
Bessemer Group
345
Bessemer Group
New Jersey
$1.67M -$4.08M -57,365 -71%
CNBTD
346
Citizens National Bank Trust Department
Mississippi
$1.66M -$495K -6,958 -23%
MF
347
Manchester Financial
California
$1.66M -$594K -8,347 -26%
TRSOTSOK
348
Teachers Retirement System of the State of Kentucky
Kentucky
$1.65M +$407K +5,726 +33%
BFG
349
Bleakley Financial Group
New Jersey
$1.65M +$11.5K +162 +0.7%
DDC
350
DF Dent & Co
Maryland
$1.64M