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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
CG
576
Cynosure Group
Utah
$418K
DWP
577
Daymark Wealth Partners
Ohio
$417K
FWP
578
Firethorn Wealth Partners
Georgia
$414K
SI
579
Severin Investments
Missouri
$412K
CPCPP
580
Canada Post Corporation Pension Plan
Canada
$412K
AWM
581
AE Wealth Management
Kansas
$411K
FCP
582
Fidelis Capital Partners
Florida
$408K
BFG
583
Beacon Financial Group
Texas
$403K
LC
584
Lincoln Capital
Nebraska
$402K
HAS
585
Horizon Advisory Services
New York
$398K
AFG
586
Atomi Financial Group
New York
$397K
MAS
587
Meeder Advisory Services
Ohio
$390K
CCC
588
Compass Capital Corp
Massachusetts
$389K
S
589
SignatureFD
Georgia
$389K
CI Investments Inc
590
CI Investments Inc
Ontario, Canada
$386K
Fisher Asset Management
591
Fisher Asset Management
Washington
$385K
FSA
592
Financial Security Advisor
Virginia
$381K
DAS
593
Dynamic Advisor Solutions
Arizona
$378K
TRCT
594
Tower Research Capital (TRC)
New York
$376K
PCA
595
Pallas Capital Advisors
Massachusetts
$375K
NI
596
NDVR Inc
Massachusetts
$375K
AWA
597
Aaron Wealth Advisors
Illinois
$374K
IA
598
IFC Advisors
California
$369K
VFA
599
Valeo Financial Advisors
Indiana
$367K
MWM
600
Mission Wealth Management
California
$363K