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W.R. Berkley

926 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, 311 increasing their positions, 357 reducing their positions, and 79 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.1%64.66% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
926
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 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$105M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
WP
Woodline Partners
California
-$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
476
CreativeOne Wealth
Kansas
$727K
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$722K
NA
478
NewEdge Advisors
Louisiana
$721K
BBA
479
Baader Bank Aktiengesellschaft
Germany
$717K
BFS
480
Bradley Foster & Sargent
Connecticut
$715K
FWIA
481
Fort Washington Investment Advisors
Ohio
$710K
HFO
482
Heritage Family Offices
Arizona
$704K
N
483
Natixis
France
$704K
RE
484
Rydar Equities
Texas
$693K
AV
485
ASR Vermogensbeheer
Netherlands
$691K
TA
486
Tectonic Advisors
Texas
$689K
WPC
487
Wedmont Private Capital
Pennsylvania
$689K
HSA
488
HBK Sorce Advisory
Pennsylvania
$689K
EAM
489
Empirical Asset Management
Massachusetts
$682K
SFI
490
Siemens Fonds Invest
Germany
$681K
SOS
491
Silver Oak Securities
Tennessee
$671K
IGAM
492
iA Global Asset Management
Quebec, Canada
$668K
Two Sigma Advisers
493
Two Sigma Advisers
New York
$653K
Fifth Third Bancorp
494
Fifth Third Bancorp
Ohio
$651K
AIA
495
Arbor Investment Advisors
North Carolina
$650K
SC
496
SummitTX Capital
Texas
$650K
VI
497
Vestcor Inc
New Brunswick, Canada
$649K
EH
498
Equitable Holdings
New York
$647K
TPW
499
Transatlantique Private Wealth
New York
$644K
RWM
500
Ritholtz Wealth Management
New York
$638K