WRB icon

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
PTC
551
Private Trust Company
Ohio
$465K
Marshall Wace
552
Marshall Wace
United Kingdom
$463K
PCIA
553
Prime Capital Investment Advisors
Kansas
$459K
VWA
554
Visionary Wealth Advisors
Illinois
$455K
RBC
555
Romano Brothers & Co
Illinois
$454K
GT
556
Greenleaf Trust
Michigan
$451K
WQ
557
Wealth Quarterback
New Jersey
$450K
GC
558
Guggenheim Capital
Illinois
$449K
KeyBank National Association
559
KeyBank National Association
Ohio
$448K
CCWM
560
Cassaday & Co Wealth Management
Virginia
$447K
AWM
561
Axxcess Wealth Management
California
$446K
GPW
562
Genesis Private Wealth
Virginia
$446K
WANY
563
Wealthspire Advisors (New York)
New York
$440K
MSE
564
MUFG Securities EMEA
United Kingdom
$439K
AWM
565
Atticus Wealth Management
Florida
$437K
FDP
566
Financiere des Professionnels
Quebec, Canada
$433K
LCWP
567
Legacy Capital Wealth Partners
Arkansas
$432K
WC
568
Westerkirk Capital
$429K
CL
569
Choreo LLC
Illinois
$429K
CFG
570
Citizens Financial Group
Rhode Island
$425K
EWA
571
EverSource Wealth Advisors
Alabama
$423K
CCA
572
Cadent Capital Advisors
Oklahoma
$419K
CG
573
Cynosure Group
Utah
$418K
DWP
574
Daymark Wealth Partners
Ohio
$417K
FWP
575
Firethorn Wealth Partners
Georgia
$414K