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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.

New
Increased
Maintained
Reduced
Closed
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 %
SMF
451
Scott Marsh Financial
Utah
$791K +$791K +10,772 New
Empower Advisory Group
452
Empower Advisory Group
Colorado
$789K +$661 +9 +0.1%
MPAM
453
Murphy Pohlad Asset Management
Minnesota
$776K -$178K -2,429 -19%
FDP
454
Financiere des Professionnels
Quebec, Canada
$773K -$385K -5,242 -33%
VT
455
Vise Technologies
New York
$772K +$772K +10,502 New
EF
456
Empirical Finance
Pennsylvania
$767K +$5.07K +69 +0.7%
N
457
Natixis
France
$762K -$1.34M -18,288 -64%
OIA
458
OneDigital Investment Advisors
Kansas
$759K -$47.8K -651 -6%
CCA
459
Cobblestone Capital Advisors
New York
$758K -$2.5K -34 -0.3%
CB
460
Commerce Bank
Missouri
$756K +$21.7K +295 +3%
CBA
461
Coastal Bridge Advisors
Connecticut
$746K +$10.1K +138 +1%
VIM
462
Vinva Investment Management
Australia
$744K -$337K -4,656 -31%
GFA
463
Gifford Fong Associates
California
$744K – – –
SC
464
Stance Capital
Massachusetts
$742K +$742K +10,106 New
WJWM
465
Williams Jones Wealth Management
New York
$738K -$55.1K -750 -7%
KAM
466
KEB Asset Management
Illinois
$733K – – –
LAM
467
L2 Asset Management
Massachusetts
$732K +$426K +5,802 +139%
HFO
468
Heritage Family Offices
Arizona
$728K – – –
NA
469
NewEdge Advisors
Louisiana
$722K +$77.6K +1,056 +12%
NMIMC
470
Northwestern Mutual Investment Management Company
Wisconsin
$702K +$808 +11 +0.1%
Luther King Capital Management (LKCM)
471
Luther King Capital Management (LKCM)
Texas
$693K – – –
William Blair & Company
472
William Blair & Company
Illinois
$691K +$23.4K +319 +4%
SOS
473
Silver Oak Securities
Tennessee
$690K +$690K +9,392 New
CCA
474
Cadent Capital Advisors
Oklahoma
$689K -$259K -3,526 -27%
NWMG
475
Nicholson Wealth Management Group
South Carolina
$688K +$407K +5,541 +145%
17 18
19
20 21