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W.R. Berkley

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
MPAM
451
Murphy Pohlad Asset Management
Minnesota
$924K
CCA
452
Cadent Capital Advisors
Oklahoma
$919K
BCI
453
Brinker Capital Investments
Pennsylvania
$915K +$86.7K +1,218 +10%
OPS
454
Orion Portfolio Solutions
Nebraska
$915K +$86.7K +1,218 +10%
SCM
455
Stevens Capital Management
Pennsylvania
$901K +$386K +5,425 +75%
ACA
456
Aptus Capital Advisors
Alabama
$892K +$260K +3,654 +41%
MLL
457
Moody Lynn & Lieberson
Massachusetts
$881K +$59.4K +835 +7%
Swedbank
458
Swedbank
Sweden
$881K -$170K -2,390 -16%
BBA
459
Baader Bank Aktiengesellschaft
Germany
$853K +$6.04K +85 +0.7%
TSW
460
Thompson Siegel & Walmsley
Virginia
$849K -$25.6K -359 -3%
UB
461
UMB Bank
Missouri
$848K -$4.84K -68 -0.6%
FA
462
Faithward Advisors
Pennsylvania
$846K -$22.8K -320 -3%
MOS
463
MGO One Seven
Ohio
$840K +$61.8K +869 +8%
CP
464
Cumberland Partners
Ontario, Canada
$837K -$2.58M -36,270 -76%
SOW
465
State of Wyoming
Wyoming
$819K +$382K +5,373 +88%
BA
466
Bridgewater Associates
Connecticut
$815K +$815K +11,459 New
FIA
467
Foundations Investment Advisors
Arizona
$811K +$504K +7,083 +164%
NCM
468
NCM Capital Management
New Jersey
$801K
Aviva
469
Aviva
United Kingdom
$795K -$3.49K -49 -0.4%
LA
470
Legacy Advisors
Pennsylvania
$788K -$52.2K -733 -6%
OAC
471
OMERS Administration Corp
Ontario, Canada
$786K -$131K -1,842 -14%
OIA
472
OneDigital Investment Advisors
Kansas
$781K -$435K -6,107 -36%
EA
473
Everpar Advisors
Oklahoma
$770K -$77.3K -1,086 -9%
WJWM
474
Williams Jones Wealth Management
New York
$769K -$96.1K -1,350 -11%
Empower Advisory Group
475
Empower Advisory Group
Colorado
$763K -$4.98K -70 -0.6%