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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
99
Increased
345
Reduced
330
Closed
80
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$188M
2
BlackRock
BlackRock
New York
+$79M
3
FGP
Freestone Grove Partners
California
+$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
UBS AM
UBS AM
Illinois
-$154M
3
Bank of America
Bank of America
North Carolina
-$58.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$51.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
376
Tidal Investments
Wisconsin
$1.34M -$512K -6,964 -28%
Citadel Advisors
377
Citadel Advisors
Florida
$1.34M -$4.13M -56,255 -76%
SC
378
Savant Capital
Illinois
$1.34M +$231K +3,138 +21%
ACA
379
Aptus Capital Advisors
Alabama
$1.33M +$407K +5,540 +44%
SC
380
Sepio Capital
Utah
$1.31M -$2.15M -29,327 -62%
TCOV
381
Trust Company of Vermont
Vermont
$1.28M -$91.5K -1,245 -7%
EFMC
382
Empire Financial Management Company
New York
$1.25M +$68.7K +935 +6%
WS
383
Wedbush Securities
California
$1.25M +$61.9K +842 +5%
KAS
384
Kestra Advisory Services
Texas
$1.25M -$92K -1,252 -7%
Lido Advisors
385
Lido Advisors
California
$1.24M +$514K +6,990 +71%
NB
386
Norinchukin Bank
Japan
$1.24M +$81.8K +1,113 +7%
MGP
387
Metis Global Partners
California
$1.23M -$127K -1,727 -9%
BLC
388
Brown, Lisle/Cummings
Rhode Island
$1.23M – – –
AAS
389
Avantax Advisory Services
Texas
$1.23M -$104K -1,412 -8%
WIM
390
Waverton Investment Management
United Kingdom
$1.23M -$354K -4,825 -22%
NFG
391
Nations Financial Group
Iowa
$1.22M +$9.33K +127 +0.8%
GIBU
392
Gulf International Bank (UK)
United Kingdom
$1.17M – – –
Vontobel Holding
393
Vontobel Holding
Switzerland
$1.16M +$69.4K +944 +6%
WLG
394
Williamson Legacy Group
Indiana
$1.16M +$29.5K +402 +3%
LSERS
395
Louisiana State Employees Retirement System
Louisiana
$1.16M -$22K -300 -2%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$436K +5,936 +60%
SAM
397
Securian Asset Management
Minnesota
$1.15M -$16.1K -219 -1%
P
398
Pitcairn
Pennsylvania
$1.14M -$202K -2,747 -15%
II
399
Inspire Investing
Idaho
$1.14M +$821K +11,178 +256%
FBC
400
Fairfield, Bush & Co
Connecticut
$1.13M -$94.5K -1,286 -8%
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