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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
LCWP
576
Legacy Capital Wealth Partners
Arkansas
$421K
Jones Financial Companies
577
Jones Financial Companies
Missouri
$415K
WC
578
Westerkirk Capital
$411K
AWM
579
Apollon Wealth Management
South Carolina
$409K
CW
580
CreativeOne Wealth
Kansas
$408K
CL
581
Choreo LLC
Illinois
$404K
WIA
582
World Investment Advisors
California
$403K
CG
583
Cynosure Group
Utah
$402K
CPCPP
584
Canada Post Corporation Pension Plan
Canada
$398K
FWP
585
Firethorn Wealth Partners
Georgia
$396K
SAM
586
Strategy Asset Managers
California
$391K
HAS
587
Horizon Advisory Services
New York
$388K
AA
588
Advisory Alpha
Michigan
$388K
BFG
589
Beacon Financial Group
Texas
$386K
LC
590
Lincoln Capital
Nebraska
$385K
FSA
591
Financial Security Advisor
Virginia
$383K
S
592
SignatureFD
Georgia
$380K
PGFC
593
Peapack-Gladstone Financial Corp
New Jersey
$379K
CCC
594
Compass Capital Corp
Massachusetts
$379K
NP
595
NorthRock Partners
Minnesota
$373K
SC
596
SummitTX Capital
Texas
$371K
WDC
597
Woodward Diversified Capital
California
$367K
SOW
598
State of Wyoming
Wyoming
$367K
NI
599
NDVR Inc
Massachusetts
$366K
FIA
600
Foundations Investment Advisors
Arizona
$361K