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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
TNBTD
501
Trustmark National Bank Trust Department
Mississippi
$621K
CG
502
Caprock Group
Idaho
$620K
MSA
503
MUFG Securities Americas
New York
$619K
AWM
504
Avior Wealth Management
Nebraska
$618K
DC
505
Dorval Corp
Minnesota
$616K
Squarepoint
506
Squarepoint
New York
$612K
PS
507
Principal Securities
Iowa
$611K
Brown Advisory
508
Brown Advisory
Maryland
$607K
BBHC
509
Brown Brothers Harriman & Co
New York
$598K
FA
510
Fiduciary Alliance
South Carolina
$594K
IWM
511
IHT Wealth Management
Illinois
$587K
P
512
Pitcairn
Pennsylvania
$586K
KRSITF
513
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$585K
BFS
514
Bard Financial Services
Connecticut
$582K
AFO
515
Aurelius Family Office
New Hampshire
$576K
SWP
516
Sagespring Wealth Partners
Tennessee
$575K
BMCM
517
Bryn Mawr Capital Management
Pennsylvania
$574K
Lazard Asset Management
518
Lazard Asset Management
New York
$573K
TCM
519
Tufton Capital Management
Maryland
$568K
ACM
520
Advisors Capital Management
New Jersey
$567K
RWP
521
RWA Wealth Partners
Massachusetts
$565K
MF
522
Manchester Financial
California
$561K
GIM
523
Glenmede Investment Management
Pennsylvania
$556K
CCP
524
Carmel Capital Partners
California
$554K
FFM
525
Forum Financial Management
Illinois
$546K