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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
FTWA
551
Fifth Third Wealth Advisors
Ohio
$467K
OCM
552
Osterweis Capital Management
California
$465K
HI
553
Harbour Investments
Wisconsin
$463K
NGA
554
Naples Global Advisors
Florida
$462K
PCA
555
Pallas Capital Advisors
Massachusetts
$462K
AWM
556
Axxcess Wealth Management
California
$460K
PTC
557
Private Trust Company
Ohio
$459K
AWM
558
AE Wealth Management
Kansas
$456K
GAA
559
Global Assets Advisory
Florida
$456K
Bank Julius Baer & Co
560
Bank Julius Baer & Co
Switzerland
$454K
QCG
561
Quadrant Capital Group
Ohio
$454K
WQ
562
Wealth Quarterback
New Jersey
$453K
OTPPB
563
Ontario Teachers' Pension Plan Board
Ontario, Canada
$449K
BOTPPF
564
Board of the Pension Protection Fund
United Kingdom
$448K
ATPW
565
Ashton Thomas Private Wealth
Arizona
$446K
GWM
566
Gibbs Wealth Management
Georgia
$444K
VWA
567
Visionary Wealth Advisors
Illinois
$436K
MG
568
Mather Group
Illinois
$435K
RBC
569
Romano Brothers & Co
Illinois
$435K
GPW
570
Genesis Private Wealth
Virginia
$435K
TC
571
TownSquare Capital
Utah
$434K
PCIA
572
Prime Capital Investment Advisors
Kansas
$434K
CCWM
573
Cassaday & Co Wealth Management
Virginia
$429K
GT
574
Greenleaf Trust
Michigan
$427K
SAM
575
Shell Asset Management
Netherlands
$425K