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W.R. Berkley
WRB

Overview Fund Activity

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$368M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$188M
3
BlackRock
3
BlackRock
New York
$1.85B
4
FGP
4
Freestone Grove Partners
California
$63M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
Loomis, Sayles & Company
351
Loomis, Sayles & Company
Massachusetts
$1.49M 20,281 – –
IPA
352
Investment Planning Advisors
Georgia
$1.47M 20,007 – –
US Bancorp
353
US Bancorp
Minnesota
$1.47M 19,980 +849 +4%
DM
354
Delphi Management
Massachusetts
$1.46M 19,917 -2,461 -11%
SCM
355
SKBA Capital Management
California
$1.46M 19,901 +400 +2%
VIA
356
Virtus Investment Advisers
Connecticut
$1.44M 19,659 -4,285 -18%
FPAS
357
Focus Partners Advisor Solutions
Missouri
$1.44M 19,569 +245 +1%
OPTFSNA
358
Old Point Trust & Financial Services N A
Virginia
$1.44M 19,548 -187 -0.9%
RCA
359
Resonant Capital Advisors
Wisconsin
$1.42M 19,334 +958 +5%
Envestnet Portfolio Solutions
360
Envestnet Portfolio Solutions
Illinois
$1.42M 19,309 -2,163 -10%
CS
361
Candriam SCA
Luxembourg
$1.41M 19,125 +19,125 New
ETC
362
Exchange Traded Concepts
Oklahoma
$1.39M 18,987 +3,098 +19%
PAG
363
Private Advisor Group
New Jersey
$1.39M 18,927 -1,008 -5%
AIP
364
Almanack Investment Partners
Pennsylvania
$1.39M 18,902 – –
MFG
365
Merit Financial Group
Georgia
$1.39M 18,870 +1,338 +8%
KRS
366
Kentucky Retirement Systems
Kentucky
$1.38M 18,825 -1,234 -6%
AA
367
Ancora Advisors
Ohio
$1.38M 18,803 +250 +1%
RIL
368
Rothschild Investment LLC
Illinois
$1.38M 18,783 +53 +0.3%
CIP
369
Convergence Investment Partners
Florida
$1.35M 18,417 +3,422 +23%
HIMCH
370
Hartford Investment Management Co (HIMCO)
Connecticut
$1.35M 18,398 -131 -0.7%
TI
371
Tidal Investments
Wisconsin
$1.34M 18,230 -6,964 -28%
Citadel Advisors
372
Citadel Advisors
Florida
$1.34M 18,201 -56,255 -76%
SC
373
Savant Capital
Illinois
$1.34M 18,181 +3,138 +21%
ACA
374
Aptus Capital Advisors
Alabama
$1.33M 18,072 +5,540 +44%
SC
375
Sepio Capital
Utah
$1.31M 17,893 -29,327 -62%
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