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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
99
Increased
345
Reduced
330
Closed
80
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$188M
2
BlackRock
BlackRock
New York
+$79M
3
FGP
Freestone Grove Partners
California
+$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
UBS AM
UBS AM
Illinois
-$154M
3
Bank of America
Bank of America
North Carolina
-$58.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$51.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSU
351
Mizuho Securities USA
New York
$1.52M -$244K -3,323 -14%
SCA
352
Sage Capital Advisors
South Dakota
$1.52M +$1.47K +20 +0.1%
SCM
353
Sterling Capital Management
North Carolina
$1.51M +$314K +4,269 +26%
SEA
354
Stegent Equity Advisors
Texas
$1.51M +$119K +1,614 +9%
PMWMG
355
Parr McKnight Wealth Management Group
Minnesota
$1.5M -$26.5K -361 -2%
Loomis, Sayles & Company
356
Loomis, Sayles & Company
Massachusetts
$1.49M – – –
IPA
357
Investment Planning Advisors
Georgia
$1.47M – – –
US Bancorp
358
US Bancorp
Minnesota
$1.47M +$62.4K +849 +4%
DM
359
Delphi Management
Massachusetts
$1.46M -$181K -2,461 -11%
SCM
360
SKBA Capital Management
California
$1.46M +$29.4K +400 +2%
VIA
361
Virtus Investment Advisers
Connecticut
$1.44M -$315K -4,285 -18%
FPAS
362
Focus Partners Advisor Solutions
Missouri
$1.44M +$18K +245 +1%
OPTFSNA
363
Old Point Trust & Financial Services N A
Virginia
$1.44M -$13.7K -187 -0.9%
RCA
364
Resonant Capital Advisors
Wisconsin
$1.42M +$70.4K +958 +5%
Envestnet Portfolio Solutions
365
Envestnet Portfolio Solutions
Illinois
$1.42M -$159K -2,163 -10%
CS
366
Candriam SCA
Luxembourg
$1.41M +$1.41M +19,125 New
ETC
367
Exchange Traded Concepts
Oklahoma
$1.39M +$228K +3,098 +19%
PAG
368
Private Advisor Group
New Jersey
$1.39M -$74.1K -1,008 -5%
AIP
369
Almanack Investment Partners
Pennsylvania
$1.39M – – –
MFG
370
Merit Financial Group
Georgia
$1.39M +$98.3K +1,338 +8%
KRS
371
Kentucky Retirement Systems
Kentucky
$1.38M -$90.7K -1,234 -6%
AA
372
Ancora Advisors
Ohio
$1.38M +$18.4K +250 +1%
RIL
373
Rothschild Investment LLC
Illinois
$1.38M +$3.89K +53 +0.3%
CIP
374
Convergence Investment Partners
Florida
$1.35M +$251K +3,422 +23%
HIMCH
375
Hartford Investment Management Co (HIMCO)
Connecticut
$1.35M -$9.63K -131 -0.7%
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