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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 %
UCFA
526
United Capital Financial Advisors
Texas
$522K +$32.7K +445 +7%
MWM
527
Maridea Wealth Management
New York
$517K +$517K +7,039 New
VF
528
Virtu Financial
New York
$514K +$514K +6,994 New
CHAM
529
Clear Harbor Asset Management
Connecticut
$506K -$39.2K -533 -7%
WAOI
530
Wealth Advisors of Iowa
Iowa
$506K – – –
CIC
531
Crawford Investment Counsel
Georgia
$496K – – –
IPAM
532
Investment Partners Asset Management
New Jersey
$496K – – –
GIM
533
Glenmede Investment Management
Pennsylvania
$496K +$496K +6,746 New
AAP
534
Arax Advisory Partners
Colorado
$494K -$18.6K -253 -4%
CIC
535
Carnegie Investment Counsel
Ohio
$490K – – –
MSA
536
MUFG Securities Americas
New York
$488K +$97.5K +1,327 +25%
BWM
537
Baron Wealth Management
Michigan
$484K -$44.8K -610 -8%
GC
538
Guggenheim Capital
Illinois
$481K +$9.48K +129 +2%
DI
539
Diligent Investors
California
$478K +$7.35K +100 +2%
KeyBank National Association
540
KeyBank National Association
Ohio
$475K -$25.5K -347 -5%
WANY
541
Wealthspire Advisors (New York)
New York
$474K -$82.9K -1,128 -15%
FIM
542
Freedom Investment Management
Connecticut
$470K -$63.5K -864 -12%
TWM
543
Thrive Wealth Management
Pennsylvania
$470K +$21.6K +294 +5%
TSMHT
544
Thurston Springer Miller Herd & Titak
Indiana
$468K +$158K +2,150 +51%
FTWA
545
Fifth Third Wealth Advisors
Ohio
$467K -$26.7K -363 -5%
OCM
546
Osterweis Capital Management
California
$465K +$76.5K +1,041 +20%
HI
547
Harbour Investments
Wisconsin
$463K +$128K +1,737 +38%
NGA
548
Naples Global Advisors
Florida
$462K -$22K -300 -5%
PCA
549
Pallas Capital Advisors
Massachusetts
$462K +$108K +1,468 +30%
AWM
550
Axxcess Wealth Management
California
$460K -$9.48K -129 -2%
20 21
22
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