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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
EWA
501
EverSource Wealth Advisors
Alabama
$610K
ACM
502
Adalta Capital Management
New York
$600K
FA
503
Fiduciary Alliance
South Carolina
$599K
AWM
504
Avior Wealth Management
Nebraska
$594K
Squarepoint
505
Squarepoint
New York
$592K
DC
506
Dorval Corp
Minnesota
$590K
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$587K
Brown Advisory
508
Brown Advisory
Maryland
$582K
BBHC
509
Brown Brothers Harriman & Co
New York
$581K
Baird Financial Group
510
Baird Financial Group
Wisconsin
$578K
RE
511
Rydar Equities
Texas
$573K
Walleye Capital
512
Walleye Capital
New York
$569K
IWM
513
IHT Wealth Management
Illinois
$569K
CCM
514
Coldstream Capital Management
Washington
$567K
SWP
515
Sagespring Wealth Partners
Tennessee
$567K
AO
516
Advisor OS
Illinois
$563K
WCM
517
Washington Capital Management
Washington
$558K
BFS
518
Bard Financial Services
Connecticut
$558K
TWM
519
Trueblood Wealth Management
Ohio
$553K
AFO
520
Aurelius Family Office
New Hampshire
$552K
TCM
521
Tufton Capital Management
Maryland
$545K
IMCOOI
522
Investment Management Corp of Ontario (IMCO)
Canada
$544K
GCA
523
Greenwood Capital Associates
South Carolina
$542K
IGAM
524
iA Global Asset Management
Quebec, Canada
$541K
Two Sigma Advisers
525
Two Sigma Advisers
New York
$538K