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W.R. Berkley
WRB

Overview Fund Activity

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$368M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$188M
3
BlackRock
3
BlackRock
New York
$1.85B
4
FGP
4
Freestone Grove Partners
California
$63M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
TCOV
376
Trust Company of Vermont
Vermont
$1.28M 17,426 -1,245 -7%
EFMC
377
Empire Financial Management Company
New York
$1.25M 17,022 +935 +6%
WS
378
Wedbush Securities
California
$1.25M 17,014 +842 +5%
KAS
379
Kestra Advisory Services
Texas
$1.25M 16,990 -1,252 -7%
Lido Advisors
380
Lido Advisors
California
$1.24M 16,814 +6,990 +71%
NB
381
Norinchukin Bank
Japan
$1.24M 16,810 +1,113 +7%
MGP
382
Metis Global Partners
California
$1.23M 16,805 -1,727 -9%
BLC
383
Brown, Lisle/Cummings
Rhode Island
$1.23M 16,780 – –
AAS
384
Avantax Advisory Services
Texas
$1.23M 16,769 -1,412 -8%
WIM
385
Waverton Investment Management
United Kingdom
$1.23M 16,700 -4,825 -22%
NFG
386
Nations Financial Group
Iowa
$1.22M 16,617 +127 +0.8%
GIBU
387
Gulf International Bank (UK)
United Kingdom
$1.17M 15,937 – –
Vontobel Holding
388
Vontobel Holding
Switzerland
$1.16M 15,852 +944 +6%
WLG
389
Williamson Legacy Group
Indiana
$1.16M 15,843 +402 +3%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$1.16M 15,800 -300 -2%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$1.16M 15,781 +5,936 +60%
SAM
392
Securian Asset Management
Minnesota
$1.15M 15,615 -219 -1%
P
393
Pitcairn
Pennsylvania
$1.14M 15,556 -2,747 -15%
II
394
Inspire Investing
Idaho
$1.14M 15,545 +11,178 +256%
FBC
395
Fairfield, Bush & Co
Connecticut
$1.13M 15,388 -1,286 -8%
DDC
396
DF Dent & Co
Maryland
$1.12M 15,290 -7,811 -34%
BMSSC
397
B. Metzler seel. Sohn & Co
Germany
$1.11M 15,148 +7,415 +96%
BP
398
Ballentine Partners
Massachusetts
$1.11M 15,130 +223 +1%
ALMGDA
399
AG2R La Mondiale Gestion d'Actifs
France
$1.09M 14,775 +758 +5%
MSRPS
400
Maryland State Retirement & Pension System
Maryland
$1.08M 14,759 +1,025 +7%
14 15
16
17 18