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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
99
Increased
345
Reduced
330
Closed
81
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$188M
2
BlackRock
2
BlackRock
New York
$1.85B
3
FGP
3
Freestone Grove Partners
California
$63M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.72B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$534M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
476
Wedmont Private Capital
Pennsylvania
$687K +$110K +1,574 +19%
BFS
477
Bradley Foster & Sargent
Connecticut
$686K -$30.3K -412 -4%
BBA
478
Baader Bank Aktiengesellschaft
Germany
$685K -$198K -2,690 -22%
FFM
479
Fullerton Fund Management
Singapore
$673K +$69.1K +940 +11%
AV
480
ASR Vermogensbeheer
Netherlands
$669K +$40.8K +555 +6%
CCP
481
Carmel Capital Partners
California
$657K +$196K +2,668 +43%
CIA
482
Citadel Investment Advisory
Ohio
$656K -$12.3K -168 -2%
TA
483
Tectonic Advisors
Texas
$656K +$16.3K +222 +3%
FFA
484
Farther Finance Advisors
California
$655K +$20.6K +280 +3%
SFI
485
Siemens Fonds Invest
Germany
$654K +$46.6K +634 +8%
IA
486
IFC Advisors
California
$638K -$661 -9 -0.1%
TPW
487
Transatlantique Private Wealth
New York
$633K -$38.1K -519 -6%
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$625K -$33.1K -451 -5%
IPW
489
Impact Partnership Wealth
Georgia
$625K -$603K -8,204 -49%
VI
490
Vestcor Inc
New Brunswick, Canada
$622K +$248K +3,380 +66%
FWIA
491
Fort Washington Investment Advisors
Ohio
$620K – – –
RWM
492
Ritholtz Wealth Management
New York
$617K +$12.7K +173 +2%
WA
493
Wealth Alliance
New York
$616K +$5.07K +69 +0.8%
PS
494
Principal Securities
Iowa
$616K +$105K +1,429 +21%
YIA
495
YHB Investment Advisors
Connecticut
$612K – – –
EWA
496
EverSource Wealth Advisors
Alabama
$610K +$13.7K +186 +2%
ACM
497
Adalta Capital Management
New York
$600K +$55.1K +750 +10%
FA
498
Fiduciary Alliance
South Carolina
$599K -$367 -5 -0.1%
AWM
499
Avior Wealth Management
Nebraska
$594K +$4.41K +60 +0.7%
Squarepoint
500
Squarepoint
New York
$592K -$728K -9,908 -55%
18 19
20
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