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W.R. Berkley

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
351
Aristides Capital
Kentucky
$1.64M +$1.64M +23,000 New
RPI
352
Railway Pension Investments
United Kingdom
$1.63M
IFU
353
iSAM Funds (UK)
United Kingdom
$1.63M +$1.25M +17,579 +333%
DM
354
Delphi Management
Massachusetts
$1.59M -$332K -4,671 -17%
PIM
355
Pullen Investment Management
Florida
$1.57M -$60.8K -854 -4%
DWM
356
Diversify Wealth Management
Utah
$1.55M +$164K +2,301 +12%
PS
357
Pensionfund Sabic
Netherlands
$1.55M -$142K -2,000 -8%
ATC
358
Argent Trust Co
Tennessee
$1.53M +$1.26M +17,686 +456%
WIM
359
Waverton Investment Management
United Kingdom
$1.53M
Envestnet Portfolio Solutions
360
Envestnet Portfolio Solutions
Illinois
$1.53M -$355K -4,987 -19%
AIC
361
Aurora Investment Counsel
Georgia
$1.52M -$828K -11,629 -35%
O
362
Ossiam
France
$1.51M -$183K -2,572 -11%
MPPW
363
Mitchell & Pahl Private Wealth
Oklahoma
$1.51M -$29.4K -413 -2%
PA
364
Procyon Advisors
Connecticut
$1.48M +$150K +2,111 +11%
PMWMG
365
Parr McKnight Wealth Management Group
Minnesota
$1.47M +$70.4K +989 +5%
SCA
366
Sage Capital Advisors
South Dakota
$1.47M +$938K +13,177 +176%
Boston Partners
367
Boston Partners
Massachusetts
$1.46M +$564K +7,929 +63%
DC
368
Davenport & Co
Virginia
$1.45M +$198K +2,785 +16%
Loomis, Sayles & Company
369
Loomis, Sayles & Company
Massachusetts
$1.44M -$13.8M -194,645 -91%
KRS
370
Kentucky Retirement Systems
Kentucky
$1.43M -$42.7K -600 -3%
IPA
371
Investment Planning Advisors
Georgia
$1.42M -$783 -11 -0.1%
NIM
372
NEOS Investment Management
Connecticut
$1.42M +$267K +3,758 +23%
PAG
373
Private Advisor Group
New Jersey
$1.42M -$118K -1,653 -8%
OPTFSNA
374
Old Point Trust & Financial Services N A
Virginia
$1.4M +$191K +2,680 +16%
SCM
375
SKBA Capital Management
California
$1.39M +$724K +10,174 +109%