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W.R. Berkley

912 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more funds holding in top 10

Funds holding in top 10: 1229 (+17)

110% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.4M

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

20% more capital invested

Capital invested by funds: $15.6B → $18.7B (+$3.09B)

4% more funds holding

Funds holding: 873912 (+39)

0.44% more ownership

Funds ownership: 68.73%69.16% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 331

Holders
912
Holders Change
+39
Holders Change %
+4.47%
% of All Funds
12.23%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
125
Increased
331
Reduced
331
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Compass Wealth Management
Connecticut
$949K
HW
452
Hancock Whitney
Mississippi
$947K -$8.93M -145,792 -92%
EAM
453
Empirical Asset Management
Massachusetts
$936K -$90.3K -1,474 -10%
CG
454
Caprock Group
Idaho
$935K +$238K +3,880 +42%
CDDEC
455
Caisse Des Depots Et Consignations
France
$932K
QCM
456
Qsemble Capital Management
New York
$929K -$2.72M -44,413 -77%
MPAM
457
Murphy Pohlad Asset Management
Minnesota
$924K
CCA
458
Cadent Capital Advisors
Oklahoma
$919K
BCI
459
Brinker Capital Investments
Pennsylvania
$915K +$74.6K +1,218 +10%
OPS
460
Orion Portfolio Solutions
Nebraska
$915K +$74.6K +1,218 +10%
SCM
461
Stevens Capital Management
Pennsylvania
$901K +$332K +5,425 +75%
ACA
462
Aptus Capital Advisors
Alabama
$892K +$224K +3,654 +41%
MLL
463
Moody Lynn & Lieberson
Massachusetts
$881K +$51.2K +835 +7%
Swedbank
464
Swedbank
Sweden
$881K -$146K -2,390 -16%
BBA
465
Baader Bank Aktiengesellschaft
Germany
$853K +$5.21K +85 +0.7%
TSW
466
Thompson Siegel & Walmsley
Virginia
$849K -$22K -359 -3%
UB
467
UMB Bank
Missouri
$848K -$4.17K -68 -0.6%
FA
468
Faithward Advisors
Pennsylvania
$846K -$19.6K -320 -3%
MOS
469
MGO One Seven
Ohio
$840K +$53.3K +869 +8%
CP
470
Cumberland Partners
Ontario, Canada
$837K -$2.22M -36,270 -76%
SOW
471
State of Wyoming
Wyoming
$819K +$329K +5,373 +88%
BA
472
Bridgewater Associates
Connecticut
$815K +$702K +11,459 New
FIA
473
Foundations Investment Advisors
Arizona
$811K +$434K +7,083 +164%
NCM
474
NCM Capital Management
New Jersey
$801K
Aviva
475
Aviva
United Kingdom
$795K -$3K -49 -0.4%