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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
BBA
476
Baader Bank Aktiengesellschaft
Germany
$717K
BFS
477
Bradley Foster & Sargent
Connecticut
$715K
FWIA
478
Fort Washington Investment Advisors
Ohio
$710K
HFO
479
Heritage Family Offices
Arizona
$704K
N
480
Natixis
France
$704K
RE
481
Rydar Equities
Texas
$693K
AV
482
ASR Vermogensbeheer
Netherlands
$691K
TA
483
Tectonic Advisors
Texas
$689K
WPC
484
Wedmont Private Capital
Pennsylvania
$689K
HSA
485
HBK Sorce Advisory
Pennsylvania
$689K
EAM
486
Empirical Asset Management
Massachusetts
$682K
SFI
487
Siemens Fonds Invest
Germany
$681K
SOS
488
Silver Oak Securities
Tennessee
$671K
IGAM
489
iA Global Asset Management
Quebec, Canada
$668K
Two Sigma Advisers
490
Two Sigma Advisers
New York
$653K
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$651K
AIA
492
Arbor Investment Advisors
North Carolina
$650K
SC
493
SummitTX Capital
Texas
$650K
VI
494
Vestcor Inc
New Brunswick, Canada
$649K
EH
495
Equitable Holdings
New York
$647K
TPW
496
Transatlantique Private Wealth
New York
$644K
RWM
497
Ritholtz Wealth Management
New York
$638K
WA
498
Wealth Alliance
New York
$637K
Baird Financial Group
499
Baird Financial Group
Wisconsin
$635K
YIA
500
YHB Investment Advisors
Connecticut
$633K