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W.R. Berkley

926 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, 311 increasing their positions, 357 reducing their positions, and 79 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.1%64.66% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
926
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 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$105M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
WP
Woodline Partners
California
-$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SEA
351
Stegent Equity Advisors
Texas
$1.52M
TE
352
Tema ETFs
New York
$1.52M
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M
ACM
354
Aurdan Capital Management
Pennsylvania
$1.51M
CS
355
Candriam SCA
Luxembourg
$1.47M
RCA
356
Resonant Capital Advisors
Wisconsin
$1.46M
US Bancorp
357
US Bancorp
Minnesota
$1.46M
SC
358
Sepio Capital
Utah
$1.44M
Lido Advisors
359
Lido Advisors
California
$1.44M
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$1.42M
MFG
361
Merit Financial Group
Georgia
$1.42M
RIL
362
Rothschild Investment LLC
Illinois
$1.41M
KRS
363
Kentucky Retirement Systems
Kentucky
$1.4M
SSA
364
Schonfeld Strategic Advisors
New York
$1.39M
AIP
365
Almanack Investment Partners
Pennsylvania
$1.39M
HPC
366
HM Payson & Co
Maine
$1.38M
SCM
367
Sterling Capital Management
North Carolina
$1.37M
HIMCH
368
Hartford Investment Management Co (HIMCO)
Connecticut
$1.37M
I
369
INVST
Indiana
$1.37M
PS
370
Pensionfund Sabic
Netherlands
$1.37M
RIM
371
Rakuten Investment Management
Japan
$1.36M
JF
372
JSF Financial
California
$1.33M
DS
373
DRW Securities
Illinois
$1.32M
TCOV
374
Trust Company of Vermont
Vermont
$1.31M
NB
375
Norinchukin Bank
Japan
$1.31M