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W.R. Berkley

918 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, 307 increasing their positions, 356 reducing their positions, and 80 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
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 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TE
351
Tema ETFs
New York
$1.52M
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M
ACM
353
Aurdan Capital Management
Pennsylvania
$1.51M
CS
354
Candriam SCA
Luxembourg
$1.47M
RCA
355
Resonant Capital Advisors
Wisconsin
$1.46M
US Bancorp
356
US Bancorp
Minnesota
$1.46M
SC
357
Sepio Capital
Utah
$1.44M
Lido Advisors
358
Lido Advisors
California
$1.44M
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$1.42M
MFG
360
Merit Financial Group
Georgia
$1.42M
RIL
361
Rothschild Investment LLC
Illinois
$1.41M
KRS
362
Kentucky Retirement Systems
Kentucky
$1.4M
SSA
363
Schonfeld Strategic Advisors
New York
$1.39M
AIP
364
Almanack Investment Partners
Pennsylvania
$1.39M
HPC
365
HM Payson & Co
Maine
$1.38M
SC
366
Savant Capital
Illinois
$1.38M
SCM
367
Sterling Capital Management
North Carolina
$1.37M
HIMCH
368
Hartford Investment Management Co (HIMCO)
Connecticut
$1.37M
RIM
369
Rakuten Investment Management
Japan
$1.36M
JF
370
JSF Financial
California
$1.33M
DS
371
DRW Securities
Illinois
$1.32M
TCOV
372
Trust Company of Vermont
Vermont
$1.31M
NB
373
Norinchukin Bank
Japan
$1.31M
BLC
374
Brown, Lisle/Cummings
Rhode Island
$1.29M
WIM
375
Waverton Investment Management
United Kingdom
$1.28M