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W.R. Berkley

906 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 346 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
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
EH
526
Equitable Holdings
New York
$533K
TNBTD
527
Trustmark National Bank Trust Department
Mississippi
$533K
SCA
528
Snowden Capital Advisors
New York
$532K
FFM
529
Forum Financial Management
Illinois
$523K
LFAS
530
Level Four Advisory Services
Texas
$523K
UCFA
531
United Capital Financial Advisors
Texas
$522K
MWM
532
Maridea Wealth Management
New York
$517K
VF
533
Virtu Financial
New York
$514K
CHAM
534
Clear Harbor Asset Management
Connecticut
$506K
WAOI
535
Wealth Advisors of Iowa
Iowa
$506K
IPAM
536
Investment Partners Asset Management
New Jersey
$496K
CIC
537
Crawford Investment Counsel
Georgia
$496K
GIM
538
Glenmede Investment Management
Pennsylvania
$496K
AAP
539
Arax Advisory Partners
Colorado
$494K
CIC
540
Carnegie Investment Counsel
Ohio
$490K
MSA
541
MUFG Securities Americas
New York
$488K
BWM
542
Baron Wealth Management
Michigan
$484K
GC
543
Guggenheim Capital
Illinois
$481K
DI
544
Diligent Investors
California
$478K
KeyBank National Association
545
KeyBank National Association
Ohio
$475K
WANY
546
Wealthspire Advisors (New York)
New York
$474K
FIM
547
Freedom Investment Management
Connecticut
$470K
TWM
548
Thrive Wealth Management
Pennsylvania
$470K
TSMHT
549
Thurston Springer Miller Herd & Titak
Indiana
$468K
FTWA
550
Fifth Third Wealth Advisors
Ohio
$467K