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W.R. Berkley

912 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more funds holding in top 10

Funds holding in top 10: 1229 (+17)

110% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.4M

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

20% more capital invested

Capital invested by funds: $15.6B → $18.7B (+$3.09B)

4% more funds holding

Funds holding: 873912 (+39)

0.44% more ownership

Funds ownership: 68.73%69.16% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 331

Holders
912
Holders Change
+39
Holders Change %
+4.47%
% of All Funds
12.23%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
125
Increased
331
Reduced
331
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
376
Kentucky Retirement Systems
Kentucky
$1.43M -$36.8K -600 -3%
IPA
377
Investment Planning Advisors
Georgia
$1.42M -$674 -11 -0.1%
NIM
378
NEOS Investment Management
Connecticut
$1.42M +$230K +3,758 +23%
PAG
379
Private Advisor Group
New Jersey
$1.42M -$101K -1,653 -8%
OPTFSNA
380
Old Point Trust & Financial Services N A
Virginia
$1.4M +$164K +2,680 +16%
SCM
381
SKBA Capital Management
California
$1.39M +$624K +10,174 +109%
QT
382
Quantbot Technologies
New York
$1.38M +$649K +10,585 +120%
FPAS
383
Focus Partners Advisor Solutions
Missouri
$1.38M -$404K -6,587 -25%
GP
384
Greenline Partners
New York
$1.37M +$1.18M +19,319 New
US Bancorp
385
US Bancorp
Minnesota
$1.36M +$49.9K +814 +4%
SEA
386
Stegent Equity Advisors
Texas
$1.35M -$230K -3,750 -17%
AIP
387
Almanack Investment Partners
Pennsylvania
$1.35M +$37.1K +606 +3%
M&T Bank
388
M&T Bank
New York
$1.34M +$81.4K +1,329 +8%
RIL
389
Rothschild Investment LLC
Illinois
$1.33M +$1.9K +31 +0.2%
LAM
390
LECAP Asset Management
United Kingdom
$1.33M -$658K -10,731 -36%
TCOV
391
Trust Company of Vermont
Vermont
$1.33M +$62K +1,012 +6%
AA
392
Ancora Advisors
Ohio
$1.32M +$28.1K +458 +3%
MGP
393
Metis Global Partners
California
$1.32M +$162K +2,649 +17%
HIMCH
394
Hartford Investment Management Co (HIMCO)
Connecticut
$1.32M -$11.8K -192 -1%
RCA
395
Resonant Capital Advisors
Wisconsin
$1.31M +$5.15K +84 +0.5%
P
396
Pitcairn
Pennsylvania
$1.3M -$281K -4,590 -20%
KAS
397
Kestra Advisory Services
Texas
$1.3M +$125K +2,041 +13%
BC
398
Bayforest Capital
United Kingdom
$1.29M +$1.07M +17,380 +2,130%
AAS
399
Avantax Advisory Services
Texas
$1.29M -$21.2K -346 -2%
Squarepoint
400
Squarepoint
New York
$1.28M -$8.07M -131,656 -88%