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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
STA
401
Summit Trail Advisors
New York
$1.08M
GLA
402
Great Lakes Advisors
Illinois
$1.08M
IG
403
ING Group
Netherlands
$1.08M
KCM
404
Kornitzer Capital Management
Kansas
$1.07M
O
405
Ossiam
France
$1.07M
ETC
406
Exchange Traded Concepts
Oklahoma
$1.06M
CIP
407
Convergence Investment Partners
Florida
$1.05M
Bessemer Group
408
Bessemer Group
New Jersey
$1.05M
NMERB
409
New Mexico Educational Retirement Board
New Mexico
$1.04M
Envestnet Portfolio Solutions
410
Envestnet Portfolio Solutions
Illinois
$1.04M
BAM
411
Bellevue Asset Management
Washington
$1.04M
LOAMS
412
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M
MLL
413
Moody Lynn & Lieberson
Massachusetts
$1.03M
PAS
414
Park Avenue Securities
New York
$1.03M
Allspring Global Investments
415
Allspring Global Investments
North Carolina
$1.03M
CWM
416
Compass Wealth Management
Connecticut
$1.02M
ICP
417
Impact Capital Partners
Colorado
$1.01M
VWM
418
Venturi Wealth Management
Texas
$1.01M
CDDEC
419
Caisse Des Depots Et Consignations
France
$1M
JSL
420
JT Stratford LLC
Georgia
$996K
TMAM
421
Tokio Marine Asset Management
Japan
$994K
AWM
422
Apollon Wealth Management
South Carolina
$984K
BCI
423
Brinker Capital Investments
Pennsylvania
$982K
KC
424
Kepler Cheuvreux
$976K
Nomura Holdings
425
Nomura Holdings
Japan
$968K