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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$130M
CIC
27
Chilton Investment Company
Connecticut
$127M
AQR Capital Management
28
AQR Capital Management
Connecticut
$126M
Goldman Sachs
29
Goldman Sachs
New York
$124M
Raymond James Financial
30
Raymond James Financial
Florida
$101M
EAM
31
EULAV Asset Management
Florida
$99.3M
Truist Financial
32
Truist Financial
North Carolina
$98.6M
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$96.3M
CIM
34
Confluence Investment Management
Missouri
$94.4M
Natixis Advisors
35
Natixis Advisors
Massachusetts
$93.9M
Barclays
36
Barclays
United Kingdom
$91.4M
DP
37
Dundas Partners
United Kingdom
$90.5M
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90M
ACA
39
Anchor Capital Advisors
Massachusetts
$88.4M
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$85.8M
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$82.9M
MC
42
Maren Capital
Illinois
$81.5M
BIP
43
Brandes Investment Partners
California
$75.8M
CIP
44
Cornerstone Investment Partners
Georgia
$74M
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$73.1M
Deutsche Bank
46
Deutsche Bank
Germany
$72.3M
Swiss National Bank
47
Swiss National Bank
Switzerland
$67M
Parnassus Investments
48
Parnassus Investments
California
$66M
HSBC Holdings
49
HSBC Holdings
United Kingdom
$65M
Stifel Financial
50
Stifel Financial
Missouri
$64.5M