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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 %
PCS
326
Personal CFO Solutions
New Jersey
$1.77M +$8.89K +121 +0.5%
ECM
327
Elgethun Capital Management
South Dakota
$1.77M +$147 +2 +0%
PAM
328
Panagora Asset Management
Massachusetts
$1.75M -$1.65M -22,431 -48%
CGH
329
Crossmark Global Holdings
Texas
$1.75M -$84.1K -1,144 -5%
Kovitz Investment Group Partners
330
Kovitz Investment Group Partners
Illinois
$1.74M -$15.4K -210 -0.9%
TRSOTSOK
331
Teachers Retirement System of the State of Kentucky
Kentucky
$1.73M +$25.5K +347 +1%
DADC
332
D.A. Davidson & Co
Montana
$1.72M -$1.4K -19 -0.1%
AF
333
Avanza Fonder
Sweden
$1.71M -$132K -1,794 -7%
IWC
334
Integrated Wealth Concepts
Massachusetts
$1.69M +$399K +5,437 +31%
DC
335
Davenport & Co
Virginia
$1.68M +$185K +2,519 +12%
BPA
336
Beacon Pointe Advisors
California
$1.68M -$99.4K -1,353 -6%
LCM
337
LRT Capital Management
Texas
$1.67M -$980K -13,334 -37%
CNBTD
338
Citizens National Bank Trust Department
Mississippi
$1.66M -$52.1K -709 -3%
NFSG
339
Newbridge Financial Services Group
Florida
$1.62M +$1.52M +20,637 +1,428%
DWM
340
Diversify Wealth Management
Utah
$1.62M +$96K +1,371 +6%
PIM
341
Pullen Investment Management
Florida
$1.62M -$8.67K -118 -0.5%
CAM
342
Cresset Asset Management
Illinois
$1.6M +$1.28M +17,354 +394%
JSL
343
JT Stratford LLC
Georgia
$1.6M -$164K -2,234 -9%
ATC
344
Argent Trust Co
Tennessee
$1.6M +$12.6K +172 +0.8%
MPPW
345
Mitchell & Pahl Private Wealth
Oklahoma
$1.59M +$35.1K +478 +2%
Wealthfront Advisers
346
Wealthfront Advisers
California
$1.58M +$302K +4,105 +24%
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.58M +$316K +4,291 +25%
UBP
348
Union Bancaire Privee
Switzerland
$1.56M +$1.56M +27,000 New
O
349
Ossiam
France
$1.55M -$7.42K -101 -0.5%
M&T Bank
350
M&T Bank
New York
$1.54M +$153K +2,081 +11%
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