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