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W.R. Berkley

912 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more funds holding in top 10

Funds holding in top 10: 1229 (+17)

110% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.4M

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

20% more capital invested

Capital invested by funds: $15.6B → $18.7B (+$3.09B)

4% more funds holding

Funds holding: 873912 (+39)

0.44% more ownership

Funds ownership: 68.73%69.16% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 331

Holders
912
Holders Change
+39
Holders Change %
+4.47%
% of All Funds
12.23%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
125
Increased
331
Reduced
331
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
476
Legacy Advisors
Pennsylvania
$788K -$44.9K -733 -6%
OAC
477
OMERS Administration Corp
Ontario, Canada
$786K -$113K -1,842 -14%
OIA
478
OneDigital Investment Advisors
Kansas
$781K -$374K -6,107 -36%
EA
479
Everpar Advisors
Oklahoma
$770K -$66.6K -1,086 -9%
WJWM
480
Williams Jones Wealth Management
New York
$769K -$82.7K -1,350 -11%
Empower Advisory Group
481
Empower Advisory Group
Colorado
$763K -$4.29K -70 -0.6%
EF
482
Empirical Finance
Pennsylvania
$738K +$25.4K +414 +4%
CCA
483
Cobblestone Capital Advisors
New York
$737K +$2.08K +34 +0.3%
HFO
484
Heritage Family Offices
Arizona
$727K +$115K +1,872 +22%
HWM
485
HB Wealth Management
Georgia
$727K +$254K +4,146 +68%
GFA
486
Gifford Fong Associates
California
$720K
WQ
487
Wealth Quarterback
New Jersey
$716K -$12.8K -209 -2%
CBA
488
Coastal Bridge Advisors
Connecticut
$713K +$614K +10,019 New
CB
489
Commerce Bank
Missouri
$712K -$19.6K -320 -3%
KAM
490
KEB Asset Management
Illinois
$710K -$571K -9,311 -48%
BAMF
491
BI Asset Management Fondsmaeglerselskab
Denmark
$702K -$67K -1,094 -10%
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$701K -$67.7K -1,104 -10%
Lido Advisors
493
Lido Advisors
California
$699K -$69K -1,126 -10%
BOTPPF
494
Board of the Pension Protection Fund
United Kingdom
$697K +$601K +9,800 New
CA
495
Claro Advisors
Massachusetts
$697K -$66K -1,077 -10%
BFS
496
Bradley Foster & Sargent
Connecticut
$694K
TMAM
497
Tokio Marine Asset Management
Japan
$687K
NMIMC
498
Northwestern Mutual Investment Management Company
Wisconsin
$680K -$613 -10 -0.1%
BMCM
499
Bryn Mawr Capital Management
Pennsylvania
$677K -$17K -278 -3%
Nomura Holdings
500
Nomura Holdings
Japan
$675K -$26.4K -431 -4%