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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 81 closing their positions.

Holders
900
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
12.08%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
99
Increased
345
Reduced
330
Closed
81
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$188M
2
BlackRock
2
BlackRock
New York
$1.85B
3
FGP
3
Freestone Grove Partners
California
$63M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.72B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$534M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDDEC
426
Caisse Des Depots Et Consignations
France
$963K – – –
VWM
427
Venturi Wealth Management
Texas
$963K -$125K -1,704 -12%
MLM
428
Mount Lucas Management
Pennsylvania
$936K -$1.38M -18,752 -60%
MWM
429
Mission Wealth Management
California
$912K +$517K +7,037 +131%
Swedbank
430
Swedbank
Sweden
$909K – – –
UB
431
UMB Bank
Missouri
$907K +$31K +422 +4%
BMCM
432
Bryn Mawr Capital Management
Pennsylvania
$893K +$194K +2,642 +28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
433
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$878K +$615K +8,375 +234%
TSW
434
Thompson Siegel & Walmsley
Virginia
$876K – – –
Bessemer Group
435
Bessemer Group
New Jersey
$872K -$851K -11,576 -49%
FA
436
Faithward Advisors
Pennsylvania
$866K -$7.05K -96 -0.8%
CP
437
Cumberland Partners
Ontario, Canada
$864K – – –
HWM
438
HB Wealth Management
Georgia
$855K +$105K +1,426 +14%
MF
439
Manchester Financial
California
$854K -$857K -11,660 -50%
HSA
440
HBK Sorce Advisory
Pennsylvania
$852K -$171K -2,321 -17%
EAM
441
Empirical Asset Management
Massachusetts
$848K -$119K -1,613 -12%
PA
442
Procyon Advisors
Connecticut
$842K -$685K -9,317 -45%
UFF
443
USA Financial Formulas
Michigan
$840K +$840K +11,440 New
TRCT
444
Tower Research Capital (TRC)
New York
$837K -$293K -3,992 -26%
NCM
445
NCM Capital Management
New Jersey
$827K – – –
GI
446
GAMMA Investing
California
$824K +$131K +1,777 +19%
TMAM
447
Tokio Marine Asset Management
Japan
$824K +$115K +1,560 +16%
OAC
448
OMERS Administration Corp
Ontario, Canada
$812K – – –
EA
449
Everpar Advisors
Oklahoma
$804K +$9.26K +126 +1%
IQI
450
Integrated Quantitative Investments
Washington
$792K +$792K +10,779 New
16 17
18
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