WRB icon

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 %
CL
576
Choreo LLC
Illinois
$404K +$7.35K +100 +2%
WIA
577
World Investment Advisors
California
$403K +$181K +2,469 +82%
CG
578
Cynosure Group
Utah
$402K +$661 +9 +0.2%
CPCPP
579
Canada Post Corporation Pension Plan
Canada
$398K +$398K +5,415 New
FWP
580
Firethorn Wealth Partners
Georgia
$396K +$8.6K +117 +2%
SAM
581
Strategy Asset Managers
California
$391K -$8.3K -113 -2%
HAS
582
Horizon Advisory Services
New York
$388K +$735 +10 +0.2%
AA
583
Advisory Alpha
Michigan
$388K +$388K +5,283 New
BFG
584
Beacon Financial Group
Texas
$386K +$220 +3 +0.1%
LC
585
Lincoln Capital
Nebraska
$385K +$385K +5,236 New
FSA
586
Financial Security Advisor
Virginia
$383K +$444 +6 +0.1%
S
587
SignatureFD
Georgia
$380K -$2.2K -30 -0.6%
PGFC
588
Peapack-Gladstone Financial Corp
New Jersey
$379K -$26.1K -356 -6%
CCC
589
Compass Capital Corp
Massachusetts
$379K +$10.6K +153 +3%
NP
590
NorthRock Partners
Minnesota
$373K +$74.9K +1,015 +25%
SC
591
SummitTX Capital
Texas
$371K +$371K +5,050 New
WDC
592
Woodward Diversified Capital
California
$367K +$77.1K +1,050 +27%
SOW
593
State of Wyoming
Wyoming
$367K -$479K -6,517 -57%
NI
594
NDVR Inc
Massachusetts
$366K +$7.05K +96 +2%
FIA
595
Foundations Investment Advisors
Arizona
$361K -$476K -6,483 -57%
CI Investments Inc
596
CI Investments Inc
Ontario, Canada
$358K +$11.5K +157 +3%
AFG
597
Atomi Financial Group
New York
$356K +$2.35K +32 +0.7%
OC
598
Oppenheimer & Co
New York
$352K -$4.19K -57 -1%
PP
599
Prudential plc
United Kingdom
$350K -$3.27M -44,536 -90%
GWM
600
Gitterman Wealth Management
New Jersey
$350K +$350K +4,759 New
22 23
24
25 26