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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 %
PTC
551
Private Trust Company
Ohio
$459K -$16.8K -228 -4%
AWM
552
AE Wealth Management
Kansas
$456K +$75.9K +1,033 +20%
GAA
553
Global Assets Advisory
Florida
$456K -$52.1K -715 -10%
Bank Julius Baer & Co
554
Bank Julius Baer & Co
Switzerland
$454K +$6.76K +92 +2%
QCG
555
Quadrant Capital Group
Ohio
$454K +$1.03K +14 +0.2%
WQ
556
Wealth Quarterback
New Jersey
$453K -$286K -3,888 -39%
OTPPB
557
Ontario Teachers' Pension Plan Board
Ontario, Canada
$449K +$449K +6,111 New
BOTPPF
558
Board of the Pension Protection Fund
United Kingdom
$448K -$272K -3,700 -38%
ATPW
559
Ashton Thomas Private Wealth
Arizona
$446K +$46.8K +637 +12%
GWM
560
Gibbs Wealth Management
Georgia
$444K +$444K +6,045 New
VWA
561
Visionary Wealth Advisors
Illinois
$436K +$436K +5,937 New
MG
562
Mather Group
Illinois
$435K -$661 -9 -0.2%
RBC
563
Romano Brothers & Co
Illinois
$435K – – –
GPW
564
Genesis Private Wealth
Virginia
$435K -$69.4K -944 -14%
TC
565
TownSquare Capital
Utah
$434K -$3.18M -43,266 -88%
PCIA
566
Prime Capital Investment Advisors
Kansas
$434K -$19.5K -265 -4%
CCWM
567
Cassaday & Co Wealth Management
Virginia
$429K +$441 +6 +0.1%
GT
568
Greenleaf Trust
Michigan
$427K -$103K -1,399 -19%
SAM
569
Shell Asset Management
Netherlands
$425K – – –
AA
570
ALPS Advisors
Colorado
$425K +$12.4K +169 +3%
LCWP
571
Legacy Capital Wealth Partners
Arkansas
$421K -$28.1K -382 -6%
Jones Financial Companies
572
Jones Financial Companies
Missouri
$415K +$158K +2,177 +61%
WC
573
Westerkirk Capital
$411K +$411K +5,600 New
AWM
574
Apollon Wealth Management
South Carolina
$409K +$57.9K +788 +16%
CW
575
CreativeOne Wealth
Kansas
$408K +$59.3K +807 +17%
21 22
23
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