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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
IMCOOI
401
Investment Management Corp of Ontario (IMCO)
Canada
$1.09M
ALMGDA
402
AG2R La Mondiale Gestion d'Actifs
France
$1.09M
ACA
403
Aptus Capital Advisors
Alabama
$1.08M
STA
404
Summit Trail Advisors
New York
$1.08M
GLA
405
Great Lakes Advisors
Illinois
$1.08M
IG
406
ING Group
Netherlands
$1.08M
KCM
407
Kornitzer Capital Management
Kansas
$1.07M
O
408
Ossiam
France
$1.07M
ETC
409
Exchange Traded Concepts
Oklahoma
$1.06M
CIP
410
Convergence Investment Partners
Florida
$1.05M
Bessemer Group
411
Bessemer Group
New Jersey
$1.05M
NMERB
412
New Mexico Educational Retirement Board
New Mexico
$1.04M
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
$1.04M
BAM
414
Bellevue Asset Management
Washington
$1.04M
LOAMS
415
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M
MLL
416
Moody Lynn & Lieberson
Massachusetts
$1.03M
PAS
417
Park Avenue Securities
New York
$1.03M
Allspring Global Investments
418
Allspring Global Investments
North Carolina
$1.03M
CWM
419
Compass Wealth Management
Connecticut
$1.02M
ICP
420
Impact Capital Partners
Colorado
$1.01M
VWM
421
Venturi Wealth Management
Texas
$1.01M
CDDEC
422
Caisse Des Depots Et Consignations
France
$1M
JSL
423
JT Stratford LLC
Georgia
$996K
TMAM
424
Tokio Marine Asset Management
Japan
$994K
AWM
425
Apollon Wealth Management
South Carolina
$984K