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W.R. Berkley

918 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, 307 increasing their positions, 356 reducing their positions, and 80 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
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 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
326
Teachers Retirement System of the State of Kentucky
Kentucky
$1.81M
BFG
327
Bleakley Financial Group
New Jersey
$1.8M
AF
328
Avanza Fonder
Sweden
$1.79M
SM
329
Stonegate Management
Illinois
$1.76M
DADC
330
D.A. Davidson & Co
Montana
$1.72M
PIM
331
Pullen Investment Management
Florida
$1.69M
PFS
332
Prospera Financial Services
Texas
$1.69M
EFMC
333
Empire Financial Management Company
New York
$1.68M
DWM
334
Diversify Wealth Management
Utah
$1.68M
MPPW
335
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M
AAP
336
Arax Advisory Partners
Colorado
$1.66M
SCM
337
SKBA Capital Management
California
$1.66M
Millennium Management
338
Millennium Management
New York
$1.66M
DC
339
Davenport & Co
Virginia
$1.66M
CNBTD
340
Citizens National Bank Trust Department
Mississippi
$1.65M
GBWM
341
Granite Bay Wealth Management
New Hampshire
$1.63M
NWMG
342
Nicholson Wealth Management Group
South Carolina
$1.62M
OPTFSNA
343
Old Point Trust & Financial Services N A
Virginia
$1.6M
PMWMG
344
Parr McKnight Wealth Management Group
Minnesota
$1.58M
SCA
345
Sage Capital Advisors
South Dakota
$1.57M
MSU
346
Mizuho Securities USA
New York
$1.56M
IPA
347
Investment Planning Advisors
Georgia
$1.53M
PAG
348
Private Advisor Group
New Jersey
$1.53M
DM
349
Delphi Management
Massachusetts
$1.53M
SEA
350
Stegent Equity Advisors
Texas
$1.52M