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W.R. Berkley

912 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more funds holding in top 10

Funds holding in top 10: 1229 (+17)

110% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.4M

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

20% more capital invested

Capital invested by funds: $15.6B → $18.7B (+$3.09B)

4% more funds holding

Funds holding: 873912 (+39)

0.44% more ownership

Funds ownership: 68.73%69.16% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 331

Holders
912
Holders Change
+39
Holders Change %
+4.47%
% of All Funds
12.23%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
125
Increased
331
Reduced
331
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
A
426
AlphaQuest
New York
$1.12M -$1.87M -30,531 -66%
LA
427
LVW Advisors
New York
$1.11M -$56.3K -919 -6%
WLG
428
Williamson Legacy Group
Indiana
$1.1M +$535K +8,733 +130%
TRCT
429
Tower Research Capital (TRC)
New York
$1.1M -$788K -12,852 -46%
Pacer Advisors
430
Pacer Advisors
Pennsylvania
$1.09M -$537K -8,756 -36%
AC
431
Allstate Corporation
Illinois
$1.08M +$297K +4,848 +47%
CIP
432
Convergence Investment Partners
Florida
$1.07M +$919K +14,995 New
VIM
433
Vinva Investment Management
Australia
$1.07M +$317K +5,179 +53%
Vontobel Holding
434
Vontobel Holding
Switzerland
$1.06M +$593K +9,677 +185%
BP
435
Ballentine Partners
Massachusetts
$1.06M +$2.7K +44 +0.3%
VWM
436
Venturi Wealth Management
Texas
$1.05M +$25.4K +414 +3%
KCM
437
Kornitzer Capital Management
Kansas
$1.05M +$32.2K +525 +4%
ICP
438
Impact Capital Partners
Colorado
$1.05M +$25.7K +420 +3%
ECM
439
Everence Capital Management
Indiana
$1.05M
IA
440
Inspire Advisors
Idaho
$1.05M +$902K +14,719 New
ALMGDA
441
AG2R La Mondiale Gestion d'Actifs
France
$1.05M +$859K +14,017 New
GLA
442
Great Lakes Advisors
Illinois
$1.01M -$338K -5,513 -28%
NMERB
443
New Mexico Educational Retirement Board
New Mexico
$1M -$18.4K -300 -2%
PAS
444
Park Avenue Securities
New York
$997K +$57.1K +932 +7%
HSA
445
HBK Sorce Advisory
Pennsylvania
$990K -$3.74K -61 -0.4%
NWAG
446
Net Worth Advisory Group
Utah
$985K +$17.1K +279 +2%
SC
447
Savant Capital
Illinois
$978K +$30.9K +504 +4%
MSRPS
448
Maryland State Retirement & Pension System
Maryland
$977K -$155K -2,530 -16%
BAM
449
Bellevue Asset Management
Washington
$962K -$7.42K -121 -0.9%
IG
450
ING Group
Netherlands
$958K -$8.46K -138 -1%