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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
BCI
426
Brinker Capital Investments
Pennsylvania
$982K
KC
427
Kepler Cheuvreux
$976K
Nomura Holdings
428
Nomura Holdings
Japan
$968K
BOTPPF
429
Board of the Pension Protection Fund
United Kingdom
$965K
IWC
430
Integrated Wealth Concepts
Massachusetts
$957K
Vontobel Holding
431
Vontobel Holding
Switzerland
$953K
EF
432
Empowered Funds
Pennsylvania
$951K
CCP
433
Cushing Capital Partners
Wisconsin
$951K
MLM
434
Mount Lucas Management
Pennsylvania
$950K
LA
435
LVW Advisors
New York
$949K
Swedbank
436
Swedbank
Sweden
$948K
SAM
437
Strategy Asset Managers
California
$947K
ATPW
438
Ashton Thomas Private Wealth
Arizona
$937K
GI
439
GAMMA Investing
California
$933K
ACM
440
Adalta Capital Management
New York
$926K
TSW
441
Thompson Siegel & Walmsley
Virginia
$914K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
442
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$909K
CP
443
Cumberland Partners
Ontario, Canada
$901K
FA
444
Faithward Advisors
Pennsylvania
$891K
HWM
445
HB Wealth Management
Georgia
$885K
NWAG
446
Net Worth Advisory Group
Utah
$866K
NCM
447
NCM Capital Management
New Jersey
$863K
AC
448
Allstate Corporation
Illinois
$860K
IPW
449
Impact Partnership Wealth
Georgia
$853K
OAC
450
OMERS Administration Corp
Ontario, Canada
$847K