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W.R. Berkley

911 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, 348 increasing their positions, 334 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.6M
Puts
$6.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
476
Luther King Capital Management (LKCM)
Texas
$693K
William Blair & Company
477
William Blair & Company
Illinois
$691K
SOS
478
Silver Oak Securities
Tennessee
$690K
CCA
479
Cadent Capital Advisors
Oklahoma
$689K
NWMG
480
Nicholson Wealth Management Group
South Carolina
$688K
WPC
481
Wedmont Private Capital
Pennsylvania
$687K
BFS
482
Bradley Foster & Sargent
Connecticut
$686K
BBA
483
Baader Bank Aktiengesellschaft
Germany
$685K
FFM
484
Fullerton Fund Management
Singapore
$673K
AV
485
ASR Vermogensbeheer
Netherlands
$669K
CCP
486
Carmel Capital Partners
California
$657K
CIA
487
Citadel Investment Advisory
Ohio
$656K
TA
488
Tectonic Advisors
Texas
$656K
FFA
489
Farther Finance Advisors
California
$655K
SFI
490
Siemens Fonds Invest
Germany
$654K
IA
491
IFC Advisors
California
$638K
TPW
492
Transatlantique Private Wealth
New York
$633K
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$625K
IPW
494
Impact Partnership Wealth
Georgia
$625K
VI
495
Vestcor Inc
New Brunswick, Canada
$622K
FWIA
496
Fort Washington Investment Advisors
Ohio
$620K
RWM
497
Ritholtz Wealth Management
New York
$617K
WA
498
Wealth Alliance
New York
$616K
PS
499
Principal Securities
Iowa
$616K
YIA
500
YHB Investment Advisors
Connecticut
$612K