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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 %
DC
501
Dorval Corp
Minnesota
$590K +$1.47K +20 +0.2%
KRSITF
502
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$587K -$40.7K -554 -6%
Brown Advisory
503
Brown Advisory
Maryland
$582K -$52.7K -717 -8%
BBHC
504
Brown Brothers Harriman & Co
New York
$581K +$34.1K +464 +6%
Baird Financial Group
505
Baird Financial Group
Wisconsin
$578K -$9.7K -132 -2%
Walleye Capital
506
Walleye Capital
New York
$569K +$143K +1,953 +34%
IWM
507
IHT Wealth Management
Illinois
$569K +$5.07K +69 +0.9%
CCM
508
Coldstream Capital Management
Washington
$567K -$68.8K -937 -11%
SWP
509
Sagespring Wealth Partners
Tennessee
$567K +$48.3K +657 +9%
AO
510
Advisor OS
Illinois
$563K -$35K -477 -6%
WCM
511
Washington Capital Management
Washington
$558K -$132K -1,800 -19%
BFS
512
Bard Financial Services
Connecticut
$558K – – –
TWM
513
Trueblood Wealth Management
Ohio
$553K +$553K +7,528 New
AFO
514
Aurelius Family Office
New Hampshire
$552K – – –
TCM
515
Tufton Capital Management
Maryland
$545K – – –
IMCOOI
516
Investment Management Corp of Ontario (IMCO)
Canada
$544K -$88.2K -1,200 -14%
GCA
517
Greenwood Capital Associates
South Carolina
$542K -$137K -1,870 -20%
IGAM
518
iA Global Asset Management
Quebec, Canada
$541K -$1.49M -20,276 -73%
Two Sigma Advisers
519
Two Sigma Advisers
New York
$538K -$2.75M -37,400 -84%
RWP
520
RWA Wealth Partners
Massachusetts
$533K +$82.1K +1,118 +18%
EH
521
Equitable Holdings
New York
$533K +$7.71K +105 +1%
TNBTD
522
Trustmark National Bank Trust Department
Mississippi
$533K +$274K +3,735 +106%
SCA
523
Snowden Capital Advisors
New York
$532K -$61.1K -831 -10%
FFM
524
Forum Financial Management
Illinois
$523K +$735 +10 +0.1%
LFAS
525
Level Four Advisory Services
Texas
$523K -$19.5K -266 -4%
19 20
21
22 23