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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
WAOI
526
Wealth Advisors of Iowa
Iowa
$538K
LFAS
527
Level Four Advisory Services
Texas
$537K
SO
528
STRS Ohio
Ohio
$532K
MG
529
Mather Group
Illinois
$531K
CHAM
530
Clear Harbor Asset Management
Connecticut
$529K
Capstone Investment Advisors
531
Capstone Investment Advisors
New York
$528K
MWM
532
Maridea Wealth Management
New York
$528K
GCA
533
Greenwood Capital Associates
South Carolina
$521K
QCG
534
Quadrant Capital Group
Ohio
$521K
IPAM
535
Investment Partners Asset Management
New Jersey
$517K
SCA
536
Snowden Capital Advisors
New York
$517K
MYIA
537
Mount Yale Investment Advisors
Colorado
$514K
CIC
538
Carnegie Investment Counsel
Ohio
$511K
GAA
539
Global Assets Advisory
Florida
$508K
TWM
540
Thrive Wealth Management
Pennsylvania
$505K
CIC
541
Crawford Investment Counsel
Georgia
$498K
DI
542
Diligent Investors
California
$491K
BWM
543
Baron Wealth Management
Michigan
$491K
AO
544
Advisor OS
Illinois
$485K
OCM
545
Osterweis Capital Management
California
$485K
NGA
546
Naples Global Advisors
Florida
$482K
WIA
547
World Investment Advisors
California
$480K
UBS AM
548
UBS AM
Illinois
$477K
FTWA
549
Fifth Third Wealth Advisors
Ohio
$473K
Jones Financial Companies
550
Jones Financial Companies
Missouri
$471K