WRB icon

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
EA
451
Everpar Advisors
Oklahoma
$828K
Empower Advisory Group
452
Empower Advisory Group
Colorado
$824K
DFCM
453
Dark Forest Capital Management
Puerto Rico
$822K
MPAM
454
Murphy Pohlad Asset Management
Minnesota
$809K
FFA
455
Farther Finance Advisors
California
$808K
EF
456
Empirical Finance
Pennsylvania
$807K
OIA
457
OneDigital Investment Advisors
Kansas
$795K
CCA
458
Cobblestone Capital Advisors
New York
$791K
AA
459
Advisory Alpha
Michigan
$785K
LAM
460
L2 Asset Management
Massachusetts
$785K
GFA
461
Gifford Fong Associates
California
$776K
CBA
462
Coastal Bridge Advisors
Connecticut
$776K
KAM
463
KEB Asset Management
Illinois
$764K
PA
464
Procyon Advisors
Connecticut
$763K
WJWM
465
Williams Jones Wealth Management
New York
$762K
UCFA
466
United Capital Financial Advisors
Texas
$757K
FA
467
Fountainhead AM
New Jersey
$756K
CB
468
Commerce Bank
Missouri
$741K
TWM
469
Trueblood Wealth Management
Ohio
$738K
Tudor Investment Corp
470
Tudor Investment Corp
Connecticut
$734K
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$732K
William Blair & Company
472
William Blair & Company
Illinois
$728K
CW
473
CreativeOne Wealth
Kansas
$727K
Luther King Capital Management (LKCM)
474
Luther King Capital Management (LKCM)
Texas
$722K
NA
475
NewEdge Advisors
Louisiana
$721K