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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
NFG
376
Nations Financial Group
Iowa
$1.26M
WS
377
Wedbush Securities
California
$1.23M
Jane Street
378
Jane Street
New York
$1.22M
MGP
379
Metis Global Partners
California
$1.22M
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$1.2M
GIBU
381
Gulf International Bank (UK)
United Kingdom
$1.2M
FBC
382
Fairfield, Bush & Co
Connecticut
$1.18M
AA
383
Ancora Advisors
Ohio
$1.18M
BP
384
Ballentine Partners
Massachusetts
$1.17M
DDC
385
DF Dent & Co
Maryland
$1.17M
BMSSC
386
B. Metzler seel. Sohn & Co
Germany
$1.16M
EP
387
Edgestream Partners
New Jersey
$1.15M
MSRPS
388
Maryland State Retirement & Pension System
Maryland
$1.13M
AC
389
AXQ Capital
New Jersey
$1.13M
ECM
390
Everence Capital Management
Indiana
$1.13M
Wolverine Trading
391
Wolverine Trading
Illinois
$1.12M
M&T Bank
392
M&T Bank
New York
$1.12M
TI
393
Tidal Investments
Wisconsin
$1.11M
XT
394
XTX Topco
Cayman Islands
$1.11M
CIA
395
Citadel Investment Advisory
Ohio
$1.11M
SAM
396
Securian Asset Management
Minnesota
$1.1M
IA
397
Inspire Advisors
Idaho
$1.09M
IMCOOI
398
Investment Management Corp of Ontario (IMCO)
Canada
$1.09M
ALMGDA
399
AG2R La Mondiale Gestion d'Actifs
France
$1.09M
ACA
400
Aptus Capital Advisors
Alabama
$1.08M