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W.R. Berkley

905 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 346 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.6M
Puts
$6.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
351
M&T Bank
New York
$1.54M
TPSF
352
Texas Permanent School Fund
Texas
$1.54M
MSU
353
Mizuho Securities USA
New York
$1.52M
SCA
354
Sage Capital Advisors
South Dakota
$1.52M
SCM
355
Sterling Capital Management
North Carolina
$1.51M
SEA
356
Stegent Equity Advisors
Texas
$1.51M
PMWMG
357
Parr McKnight Wealth Management Group
Minnesota
$1.5M
Loomis, Sayles & Company
358
Loomis, Sayles & Company
Massachusetts
$1.49M
IPA
359
Investment Planning Advisors
Georgia
$1.47M
US Bancorp
360
US Bancorp
Minnesota
$1.47M
DM
361
Delphi Management
Massachusetts
$1.46M
SCM
362
SKBA Capital Management
California
$1.46M
VIA
363
Virtus Investment Advisers
Connecticut
$1.44M
FPAS
364
Focus Partners Advisor Solutions
Missouri
$1.44M
OPTFSNA
365
Old Point Trust & Financial Services N A
Virginia
$1.44M
RCA
366
Resonant Capital Advisors
Wisconsin
$1.42M
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$1.42M
CS
368
Candriam SCA
Luxembourg
$1.41M
ETC
369
Exchange Traded Concepts
Oklahoma
$1.39M
PAG
370
Private Advisor Group
New Jersey
$1.39M
AIP
371
Almanack Investment Partners
Pennsylvania
$1.39M
MFG
372
Merit Financial Group
Georgia
$1.39M
KRS
373
Kentucky Retirement Systems
Kentucky
$1.38M
AA
374
Ancora Advisors
Ohio
$1.38M
RIL
375
Rothschild Investment LLC
Illinois
$1.38M