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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
Acadian Asset Management
501
Acadian Asset Management
Massachusetts
$675K +$466K +7,601 +399%
GI
502
GAMMA Investing
California
$672K +$111K +1,815 +24%
WAM
503
Weiss Asset Management
Massachusetts
$671K -$11.9M -194,086 -95%
Luther King Capital Management (LKCM)
504
Luther King Capital Management (LKCM)
Texas
$671K -$3K -49 -0.5%
WCM
505
Washington Capital Management
Washington
$669K
TCM
506
Teza Capital Management
Illinois
$661K +$332K +5,413 +140%
GCA
507
Greenwood Capital Associates
South Carolina
$658K -$4.84K -79 -0.8%
BFM
508
Boothbay Fund Management
New York
$658K +$332K +5,423 +142%
TPW
509
Transatlantique Private Wealth
New York
$650K
CIA
510
Citadel Investment Advisory
Ohio
$647K
William Blair & Company
511
William Blair & Company
Illinois
$647K
Fifth Third Bancorp
512
Fifth Third Bancorp
Ohio
$637K +$35.1K +573 +7%
NA
513
NewEdge Advisors
Louisiana
$624K -$56.6K -924 -10%
TA
514
Tectonic Advisors
Texas
$619K -$40.1K -655 -7%
IA
515
IFC Advisors
California
$619K +$3.86K +63 +0.7%
CCM
516
Coldstream Capital Management
Washington
$616K -$38.5K -628 -7%
Brown Advisory
517
Brown Advisory
Maryland
$615K +$51.5K +840 +11%
GT
518
Glenmede Trust
Pennsylvania
$612K -$270K -4,406 -34%
IMCOOI
519
Investment Management Corp of Ontario (IMCO)
Canada
$612K +$6.13K +100 +1%
AV
520
ASR Vermogensbeheer
Netherlands
$608K +$524K +8,547 New
KRSITF
521
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$608K +$524K +8,544 New
FFA
522
Farther Finance Advisors
California
$607K +$302K +4,924 +133%
FWIA
523
Fort Washington Investment Advisors
Ohio
$600K
YIA
524
YHB Investment Advisors
Connecticut
$593K -$184K -3,000 -26%
ET
525
Entropy Technologies
New York
$593K -$1.66M -27,034 -76%