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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
UBS AM
551
UBS AM
Illinois
$477K
FTWA
552
Fifth Third Wealth Advisors
Ohio
$473K
Jones Financial Companies
553
Jones Financial Companies
Missouri
$471K
PTC
554
Private Trust Company
Ohio
$465K
Marshall Wace
555
Marshall Wace
United Kingdom
$463K
PCIA
556
Prime Capital Investment Advisors
Kansas
$459K
VWA
557
Visionary Wealth Advisors
Illinois
$455K
RBC
558
Romano Brothers & Co
Illinois
$454K
GT
559
Greenleaf Trust
Michigan
$451K
WQ
560
Wealth Quarterback
New Jersey
$450K
GC
561
Guggenheim Capital
Illinois
$449K
KeyBank National Association
562
KeyBank National Association
Ohio
$448K
CCWM
563
Cassaday & Co Wealth Management
Virginia
$447K
AWM
564
Axxcess Wealth Management
California
$446K
GPW
565
Genesis Private Wealth
Virginia
$446K
WANY
566
Wealthspire Advisors (New York)
New York
$440K
MSE
567
MUFG Securities EMEA
United Kingdom
$439K
AWM
568
Atticus Wealth Management
Florida
$437K
FDP
569
Financiere des Professionnels
Quebec, Canada
$433K
LCWP
570
Legacy Capital Wealth Partners
Arkansas
$432K
WC
571
Westerkirk Capital
$429K
CL
572
Choreo LLC
Illinois
$429K
CFG
573
Citizens Financial Group
Rhode Island
$425K
EWA
574
EverSource Wealth Advisors
Alabama
$423K
CCA
575
Cadent Capital Advisors
Oklahoma
$419K