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W.R. Berkley
WRB

930 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, 312 increasing their positions, 359 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.1M

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

1% more funds holding

Funds holding: 919 → 930 (+11)

2% more capital invested

Capital invested by funds: $18.7B → $19B (+$288M)

2.42% less ownership

Funds ownership: 67.16% → 64.73% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 359

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

Holders
930
Holders Change
+11
Holders Change %
+1.2%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
102
Increased
312
Reduced
359
Closed
79
Calls
$22.4M
Puts
$3.1M
Net Calls
+$19.3M
Net Calls Change
+$12.4M

Top Buyers

Rank Fund Capital Flow
1
JFG
Jefferies Financial Group
New York
+$634M
2
Invesco
Invesco
Georgia
+$87.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$168M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$114M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$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
Wealthfront Advisers
326
Wealthfront Advisers
California
$1.83M +$172K +2,418 +11%
CGH
327
Crossmark Global Holdings
Texas
$1.83M +$6.98K +98 +0.4%
ECM
328
Elgethun Capital Management
South Dakota
$1.82M +$71 +1 +0%
TRSOTSOK
329
Teachers Retirement System of the State of Kentucky
Kentucky
$1.81M – – –
BFG
330
Bleakley Financial Group
New Jersey
$1.8M -$84.9K -1,192 -5%
AF
331
Avanza Fonder
Sweden
$1.79M – – –
SM
332
Stonegate Management
Illinois
$1.76M +$1.64M +23,000 New
DADC
333
D.A. Davidson & Co
Montana
$1.72M -$73K -1,025 -4%
PIM
334
Pullen Investment Management
Florida
$1.69M +$3.49K +49 +0.2%
PFS
335
Prospera Financial Services
Texas
$1.69M +$1.37M +19,284 +706%
EFMC
336
Empire Financial Management Company
New York
$1.68M +$350K +4,921 +29%
DWM
337
Diversify Wealth Management
Utah
$1.68M +$20.9K +294 +1%
MPPW
338
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M +$6.26K +88 +0.4%
AAP
339
Arax Advisory Partners
Colorado
$1.66M +$1.07M +14,987 +223%
SCM
340
SKBA Capital Management
California
$1.66M +$128K +1,800 +9%
Millennium Management
341
Millennium Management
New York
$1.66M -$2.86M -40,206 -65%
DC
342
Davenport & Co
Virginia
$1.66M -$93.4K -1,312 -6%
CNBTD
343
Citizens National Bank Trust Department
Mississippi
$1.65M -$79K -1,110 -5%
GBWM
344
Granite Bay Wealth Management
New Hampshire
$1.63M +$1.51M +21,210 New
NWMG
345
Nicholson Wealth Management Group
South Carolina
$1.62M +$842K +11,830 +126%
OPTFSNA
346
Old Point Trust & Financial Services N A
Virginia
$1.6M +$90.6K +1,273 +7%
PMWMG
347
Parr McKnight Wealth Management Group
Minnesota
$1.58M +$20.8K +292 +1%
SCA
348
Sage Capital Advisors
South Dakota
$1.57M -$15.8K -222 -1%
MSU
349
Mizuho Securities USA
New York
$1.56M +$78.7K +1,106 +5%
IPA
350
Investment Planning Advisors
Georgia
$1.53M – – –
12 13
14
15 16

WRB Hedge Fund Activity: Q3 2025 in Review

930 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WRB positions and 79 closed out — a net gain of 23 holders — while 312 added to existing stakes and 359 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.

  • 930 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $19B of W.R. Berkley stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 102 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
  • The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.