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W.R. Berkley

926 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, 311 increasing their positions, 357 reducing their positions, and 79 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.1%64.66% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
926
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 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$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
BLC
376
Brown, Lisle/Cummings
Rhode Island
$1.29M
WIM
377
Waverton Investment Management
United Kingdom
$1.28M
NFG
378
Nations Financial Group
Iowa
$1.26M
SC
379
Savant Capital
Illinois
$1.25M
WS
380
Wedbush Securities
California
$1.23M
Jane Street
381
Jane Street
New York
$1.22M
MGP
382
Metis Global Partners
California
$1.22M
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$1.2M
GIBU
384
Gulf International Bank (UK)
United Kingdom
$1.2M
FBC
385
Fairfield, Bush & Co
Connecticut
$1.18M
AA
386
Ancora Advisors
Ohio
$1.18M
BP
387
Ballentine Partners
Massachusetts
$1.17M
DDC
388
DF Dent & Co
Maryland
$1.17M
BMSSC
389
B. Metzler seel. Sohn & Co
Germany
$1.16M
EP
390
Edgestream Partners
New Jersey
$1.15M
MSRPS
391
Maryland State Retirement & Pension System
Maryland
$1.13M
AC
392
AXQ Capital
New Jersey
$1.13M
ECM
393
Everence Capital Management
Indiana
$1.13M
Wolverine Trading
394
Wolverine Trading
Illinois
$1.12M
M&T Bank
395
M&T Bank
New York
$1.12M
TI
396
Tidal Investments
Wisconsin
$1.11M
XT
397
XTX Topco
Cayman Islands
$1.11M
CIA
398
Citadel Investment Advisory
Ohio
$1.11M
SAM
399
Securian Asset Management
Minnesota
$1.1M
IA
400
Inspire Advisors
Idaho
$1.09M