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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
WA
501
Wealth Alliance
New York
$637K
Baird Financial Group
502
Baird Financial Group
Wisconsin
$635K
YIA
503
YHB Investment Advisors
Connecticut
$633K
TNBTD
504
Trustmark National Bank Trust Department
Mississippi
$621K
CG
505
Caprock Group
Idaho
$620K
MSA
506
MUFG Securities Americas
New York
$619K
AWM
507
Avior Wealth Management
Nebraska
$618K
DC
508
Dorval Corp
Minnesota
$616K
Squarepoint
509
Squarepoint
New York
$612K
PS
510
Principal Securities
Iowa
$611K
Brown Advisory
511
Brown Advisory
Maryland
$607K
BBHC
512
Brown Brothers Harriman & Co
New York
$598K
FA
513
Fiduciary Alliance
South Carolina
$594K
IWM
514
IHT Wealth Management
Illinois
$587K
P
515
Pitcairn
Pennsylvania
$586K
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$585K
BFS
517
Bard Financial Services
Connecticut
$582K
AFO
518
Aurelius Family Office
New Hampshire
$576K
SWP
519
Sagespring Wealth Partners
Tennessee
$575K
BMCM
520
Bryn Mawr Capital Management
Pennsylvania
$574K
Lazard Asset Management
521
Lazard Asset Management
New York
$573K
TCM
522
Tufton Capital Management
Maryland
$568K
ACM
523
Advisors Capital Management
New Jersey
$567K
RWP
524
RWA Wealth Partners
Massachusetts
$565K
MF
525
Manchester Financial
California
$561K