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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
ECM
326
Elgethun Capital Management
South Dakota
$1.82M
TRSOTSOK
327
Teachers Retirement System of the State of Kentucky
Kentucky
$1.81M
BFG
328
Bleakley Financial Group
New Jersey
$1.8M
AF
329
Avanza Fonder
Sweden
$1.79M
SM
330
Stonegate Management
Illinois
$1.76M
DADC
331
D.A. Davidson & Co
Montana
$1.72M
PIM
332
Pullen Investment Management
Florida
$1.69M
PFS
333
Prospera Financial Services
Texas
$1.69M
EFMC
334
Empire Financial Management Company
New York
$1.68M
DWM
335
Diversify Wealth Management
Utah
$1.68M
MPPW
336
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M
AAP
337
Arax Advisory Partners
Colorado
$1.66M
SCM
338
SKBA Capital Management
California
$1.66M
Millennium Management
339
Millennium Management
New York
$1.66M
DC
340
Davenport & Co
Virginia
$1.66M
CNBTD
341
Citizens National Bank Trust Department
Mississippi
$1.65M
GBWM
342
Granite Bay Wealth Management
New Hampshire
$1.63M
NWMG
343
Nicholson Wealth Management Group
South Carolina
$1.62M
OPTFSNA
344
Old Point Trust & Financial Services N A
Virginia
$1.6M
PMWMG
345
Parr McKnight Wealth Management Group
Minnesota
$1.58M
SCA
346
Sage Capital Advisors
South Dakota
$1.57M
MSU
347
Mizuho Securities USA
New York
$1.56M
IPA
348
Investment Planning Advisors
Georgia
$1.53M
PAG
349
Private Advisor Group
New Jersey
$1.53M
DM
350
Delphi Management
Massachusetts
$1.53M