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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
RWP
526
RWA Wealth Partners
Massachusetts
$533K
EH
527
Equitable Holdings
New York
$533K
TNBTD
528
Trustmark National Bank Trust Department
Mississippi
$533K
SCA
529
Snowden Capital Advisors
New York
$532K
FFM
530
Forum Financial Management
Illinois
$523K
LFAS
531
Level Four Advisory Services
Texas
$523K
UCFA
532
United Capital Financial Advisors
Texas
$522K
MWM
533
Maridea Wealth Management
New York
$517K
VF
534
Virtu Financial
New York
$514K
CHAM
535
Clear Harbor Asset Management
Connecticut
$506K
WAOI
536
Wealth Advisors of Iowa
Iowa
$506K
CIC
537
Crawford Investment Counsel
Georgia
$496K
IPAM
538
Investment Partners Asset Management
New Jersey
$496K
GIM
539
Glenmede Investment Management
Pennsylvania
$496K
AAP
540
Arax Advisory Partners
Colorado
$494K
CIC
541
Carnegie Investment Counsel
Ohio
$490K
MSA
542
MUFG Securities Americas
New York
$488K
BWM
543
Baron Wealth Management
Michigan
$484K
GC
544
Guggenheim Capital
Illinois
$481K
DI
545
Diligent Investors
California
$478K
KeyBank National Association
546
KeyBank National Association
Ohio
$475K
WANY
547
Wealthspire Advisors (New York)
New York
$474K
FIM
548
Freedom Investment Management
Connecticut
$470K
TWM
549
Thrive Wealth Management
Pennsylvania
$470K
TSMHT
550
Thurston Springer Miller Herd & Titak
Indiana
$468K