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W.R. Berkley

911 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, 348 increasing their positions, 334 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.6M
Puts
$6.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Compass Wealth Management
Connecticut
$979K
NWAG
427
Net Worth Advisory Group
Utah
$972K
MLL
428
Moody Lynn & Lieberson
Massachusetts
$969K
IFU
429
iSAM Funds (UK)
United Kingdom
$965K
CCIA
430
Campbell & Co Investment Adviser
Maryland
$965K
CDDEC
431
Caisse Des Depots Et Consignations
France
$963K
VWM
432
Venturi Wealth Management
Texas
$963K
MLM
433
Mount Lucas Management
Pennsylvania
$936K
MWM
434
Mission Wealth Management
California
$912K
Swedbank
435
Swedbank
Sweden
$909K
UB
436
UMB Bank
Missouri
$907K
BMCM
437
Bryn Mawr Capital Management
Pennsylvania
$893K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
438
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$878K
TSW
439
Thompson Siegel & Walmsley
Virginia
$876K
Bessemer Group
440
Bessemer Group
New Jersey
$872K
FA
441
Faithward Advisors
Pennsylvania
$866K
CP
442
Cumberland Partners
Ontario, Canada
$864K
HWM
443
HB Wealth Management
Georgia
$855K
MF
444
Manchester Financial
California
$854K
HSA
445
HBK Sorce Advisory
Pennsylvania
$852K
EAM
446
Empirical Asset Management
Massachusetts
$848K
PA
447
Procyon Advisors
Connecticut
$842K
UFF
448
USA Financial Formulas
Michigan
$840K
TRCT
449
Tower Research Capital (TRC)
New York
$837K
NCM
450
NCM Capital Management
New Jersey
$827K