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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
BOTPPF
426
Board of the Pension Protection Fund
United Kingdom
$965K
IWC
427
Integrated Wealth Concepts
Massachusetts
$957K
Vontobel Holding
428
Vontobel Holding
Switzerland
$953K
EF
429
Empowered Funds
Pennsylvania
$951K
CCP
430
Cushing Capital Partners
Wisconsin
$951K
MLM
431
Mount Lucas Management
Pennsylvania
$950K
LA
432
LVW Advisors
New York
$949K
Swedbank
433
Swedbank
Sweden
$948K
SAM
434
Strategy Asset Managers
California
$947K
ATPW
435
Ashton Thomas Private Wealth
Arizona
$937K
GI
436
GAMMA Investing
California
$933K
ACM
437
Adalta Capital Management
New York
$926K
TSW
438
Thompson Siegel & Walmsley
Virginia
$914K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
439
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$909K
CP
440
Cumberland Partners
Ontario, Canada
$901K
FA
441
Faithward Advisors
Pennsylvania
$891K
HWM
442
HB Wealth Management
Georgia
$885K
NWAG
443
Net Worth Advisory Group
Utah
$866K
NCM
444
NCM Capital Management
New Jersey
$863K
AC
445
Allstate Corporation
Illinois
$860K
IPW
446
Impact Partnership Wealth
Georgia
$853K
OAC
447
OMERS Administration Corp
Ontario, Canada
$847K
UB
448
UMB Bank
Missouri
$843K
VT
449
Vise Technologies
New York
$841K
FPAS
450
Focus Partners Advisor Solutions
Missouri
$836K