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W.R. Berkley

905 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 346 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.6M
Puts
$6.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Parsons Capital Management
Rhode Island
$1.78M
PCS
327
Personal CFO Solutions
New Jersey
$1.77M
ECM
328
Elgethun Capital Management
South Dakota
$1.77M
PAM
329
Panagora Asset Management
Massachusetts
$1.75M
CGH
330
Crossmark Global Holdings
Texas
$1.75M
Kovitz Investment Group Partners
331
Kovitz Investment Group Partners
Illinois
$1.74M
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$1.73M
DADC
333
D.A. Davidson & Co
Montana
$1.72M
AF
334
Avanza Fonder
Sweden
$1.71M
IWC
335
Integrated Wealth Concepts
Massachusetts
$1.69M
DC
336
Davenport & Co
Virginia
$1.68M
BPA
337
Beacon Pointe Advisors
California
$1.68M
LCM
338
LRT Capital Management
Texas
$1.67M
CNBTD
339
Citizens National Bank Trust Department
Mississippi
$1.66M
NFSG
340
Newbridge Financial Services Group
Florida
$1.62M
DWM
341
Diversify Wealth Management
Utah
$1.62M
PIM
342
Pullen Investment Management
Florida
$1.62M
CAM
343
Cresset Asset Management
Illinois
$1.6M
JSL
344
JT Stratford LLC
Georgia
$1.6M
ATC
345
Argent Trust Co
Tennessee
$1.6M
MPPW
346
Mitchell & Pahl Private Wealth
Oklahoma
$1.59M
Wealthfront Advisers
347
Wealthfront Advisers
California
$1.58M
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.58M
UBP
349
Union Bancaire Privee
Switzerland
$1.56M
O
350
Ossiam
France
$1.55M