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W.R. Berkley
WRB

Overview Fund Activity

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$318M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$186M
3
Wells Fargo
3
Wells Fargo
California
$292M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$69.7M
5
UBS Group
5
UBS Group
Switzerland
$186M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$619M
4
Millennium Management
4
Millennium Management
New York
$10.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$119M -$7.49M -105,298 -6%
CIC
27
Chilton Investment Company
Connecticut
$115M +$2.77M +38,872 +2%
Goldman Sachs
28
Goldman Sachs
New York
$110M -$43.1M -605,166 -28%
AQR Capital Management
29
AQR Capital Management
Connecticut
$110M +$17.1M +240,557 +18%
Truist Financial
30
Truist Financial
North Carolina
$109M +$3.97M +55,838 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$108M +$210K +2,953 +0.2%
Raymond James Financial
32
Raymond James Financial
Florida
$105M -$3.76M -52,852 -3%
EAM
33
EULAV Asset Management
Florida
$101M – – –
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$97.3M -$4.87M -68,422 -5%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$97.1M +$39.3M +552,683 +68%
CIM
36
Confluence Investment Management
Missouri
$92.7M -$2.39M -33,571 -3%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$90M -$11M -154,926 -11%
ACA
38
Anchor Capital Advisors
Massachusetts
$87.9M -$4.33M -60,789 -5%
Barclays
39
Barclays
United Kingdom
$86.5M +$10.1M +141,299 +13%
Amundi
40
Amundi
France
$81.4M -$22.5M -319,464 -22%
DP
41
Dundas Partners
United Kingdom
$79.9M – – –
BIP
42
Brandes Investment Partners
California
$77.9M -$644K -9,047 -0.8%
Deutsche Bank
43
Deutsche Bank
Germany
$77M -$1.08M -15,152 -1%
MC
44
Maren Capital
Illinois
$75M +$3.5M +49,225 +5%
Victory Capital Management
45
Victory Capital Management
Texas
$70.8M +$5.68M +79,871 +9%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$69.7M +$10.2M +143,317 +17%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$69.7M +$66.6M +935,725 +2,164%
Parnassus Investments
48
Parnassus Investments
California
$69.6M -$5.86M -82,293 -8%
Stifel Financial
49
Stifel Financial
Missouri
$63.8M +$535K +7,520 +0.8%
Swiss National Bank
50
Swiss National Bank
Switzerland
$61.2M -$21.3K -300 -0%
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