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W.R. Berkley
WRB

930 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, 312 increasing their positions, 359 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.1M

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

1% more funds holding

Funds holding: 919 → 930 (+11)

2% more capital invested

Capital invested by funds: $18.7B → $19B (+$288M)

2.42% less ownership

Funds ownership: 67.16% → 64.73% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 359

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

Holders
930
Holders Change
+11
Holders Change %
+1.2%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
102
Increased
312
Reduced
359
Closed
79
Calls
$22.4M
Puts
$3.1M
Net Calls
+$19.3M
Net Calls Change
+$12.4M

Top Buyers

Rank Fund Capital Flow
1
JFG
Jefferies Financial Group
New York
+$634M
2
Invesco
Invesco
Georgia
+$87.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$168M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$114M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$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
PAG
351
Private Advisor Group
New Jersey
$1.53M +$76K +1,068 +6%
DM
352
Delphi Management
Massachusetts
$1.53M +$2.49K +35 +0.2%
SEA
353
Stegent Equity Advisors
Texas
$1.52M -$45.2K -635 -3%
TE
354
Tema ETFs
New York
$1.52M +$1.41M +19,819 New
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M -$127K -1,783 -8%
ACM
356
Aurdan Capital Management
Pennsylvania
$1.51M -$1.12M -15,769 -44%
CS
357
Candriam SCA
Luxembourg
$1.47M – – –
RCA
358
Resonant Capital Advisors
Wisconsin
$1.46M -$20.7K -291 -2%
US Bancorp
359
US Bancorp
Minnesota
$1.46M -$68.8K -966 -5%
SC
360
Sepio Capital
Utah
$1.44M +$66.8K +938 +5%
Lido Advisors
361
Lido Advisors
California
$1.44M +$141K +1,979 +12%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$198K +2,784 +18%
MFG
363
Merit Financial Group
Georgia
$1.42M -$27.4K -385 -2%
RIL
364
Rothschild Investment LLC
Illinois
$1.41M -$29.8K -418 -2%
KRS
365
Kentucky Retirement Systems
Kentucky
$1.4M -$43.2K -607 -3%
SSA
366
Schonfeld Strategic Advisors
New York
$1.39M +$1.29M +18,159 New
AIP
367
Almanack Investment Partners
Pennsylvania
$1.39M -$53.9K -757 -4%
HPC
368
HM Payson & Co
Maine
$1.38M – – –
SCM
369
Sterling Capital Management
North Carolina
$1.37M -$190K -2,666 -13%
HIMCH
370
Hartford Investment Management Co (HIMCO)
Connecticut
$1.37M -$33.4K -469 -3%
I
371
INVST
Indiana
$1.37M +$4.34K +61 +0.3%
PS
372
Pensionfund Sabic
Netherlands
$1.37M – – –
RIM
373
Rakuten Investment Management
Japan
$1.36M +$4.32M +60,609 New
JF
374
JSF Financial
California
$1.33M +$1.23M +17,319 New
DS
375
DRW Securities
Illinois
$1.32M +$1.22M +17,178 New
13 14
15
16 17

WRB Hedge Fund Activity: Q3 2025 in Review

930 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WRB positions and 79 closed out — a net gain of 23 holders — while 312 added to existing stakes and 359 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.

  • 930 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $19B of W.R. Berkley stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 102 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
  • The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.