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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
GIM
526
Glenmede Investment Management
Pennsylvania
$556K
CCP
527
Carmel Capital Partners
California
$554K
FFM
528
Forum Financial Management
Illinois
$546K
WAOI
529
Wealth Advisors of Iowa
Iowa
$538K
LFAS
530
Level Four Advisory Services
Texas
$537K
SO
531
STRS Ohio
Ohio
$532K
MG
532
Mather Group
Illinois
$531K
CHAM
533
Clear Harbor Asset Management
Connecticut
$529K
Capstone Investment Advisors
534
Capstone Investment Advisors
New York
$528K
MWM
535
Maridea Wealth Management
New York
$528K
GCA
536
Greenwood Capital Associates
South Carolina
$521K
QCG
537
Quadrant Capital Group
Ohio
$521K
IPAM
538
Investment Partners Asset Management
New Jersey
$517K
SCA
539
Snowden Capital Advisors
New York
$517K
MYIA
540
Mount Yale Investment Advisors
Colorado
$514K
CIC
541
Carnegie Investment Counsel
Ohio
$511K
GAA
542
Global Assets Advisory
Florida
$508K
TWM
543
Thrive Wealth Management
Pennsylvania
$505K
CIC
544
Crawford Investment Counsel
Georgia
$498K
DI
545
Diligent Investors
California
$491K
BWM
546
Baron Wealth Management
Michigan
$491K
AO
547
Advisor OS
Illinois
$485K
OCM
548
Osterweis Capital Management
California
$485K
NGA
549
Naples Global Advisors
Florida
$482K
WIA
550
World Investment Advisors
California
$480K