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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
UB
451
UMB Bank
Missouri
$843K
VT
452
Vise Technologies
New York
$841K
FPAS
453
Focus Partners Advisor Solutions
Missouri
$836K
EA
454
Everpar Advisors
Oklahoma
$828K
Empower Advisory Group
455
Empower Advisory Group
Colorado
$824K
DFCM
456
Dark Forest Capital Management
Puerto Rico
$822K
MPAM
457
Murphy Pohlad Asset Management
Minnesota
$809K
FFA
458
Farther Finance Advisors
California
$808K
EF
459
Empirical Finance
Pennsylvania
$807K
OIA
460
OneDigital Investment Advisors
Kansas
$795K
CCA
461
Cobblestone Capital Advisors
New York
$791K
AA
462
Advisory Alpha
Michigan
$785K
LAM
463
L2 Asset Management
Massachusetts
$785K
GFA
464
Gifford Fong Associates
California
$776K
CBA
465
Coastal Bridge Advisors
Connecticut
$776K
KAM
466
KEB Asset Management
Illinois
$764K
PA
467
Procyon Advisors
Connecticut
$763K
WJWM
468
Williams Jones Wealth Management
New York
$762K
UCFA
469
United Capital Financial Advisors
Texas
$757K
FA
470
Fountainhead AM
New Jersey
$756K
CB
471
Commerce Bank
Missouri
$741K
TWM
472
Trueblood Wealth Management
Ohio
$738K
Tudor Investment Corp
473
Tudor Investment Corp
Connecticut
$734K
NMIMC
474
Northwestern Mutual Investment Management Company
Wisconsin
$732K
William Blair & Company
475
William Blair & Company
Illinois
$728K