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 %
FCP
601
Fidelis Capital Partners
Florida
$348K +$27.7K +393 +9%
ISL
602
Ingalls & Snyder LLC
New York
$346K -$588 -8 -0.2%
HAG
603
HighPoint Advisor Group
Illinois
$345K -$43K -585 -11%
PWG
604
Portside Wealth Group
Utah
$343K -$89.4K -1,217 -21%
AAM
605
Aureus Asset Management
Massachusetts
$341K – – –
MAS
606
Meeder Advisory Services
Ohio
$339K +$44.7K +609 +15%
CBUSF
607
Construction & Building Unions Superannuation Fund
Australia
$338K +$51.4K +700 +18%
IA
608
IFG Advisory
Georgia
$337K – – –
AAM
609
Advisors Asset Management
Colorado
$336K -$267K -3,634 -44%
VFA
610
Valeo Financial Advisors
Indiana
$335K -$15.6K -213 -4%
SBFM
611
S-Bank Fund Management
Finland
$333K +$333K +4,536 New
CWM
612
Cornerstone Wealth Management
Missouri
$331K – – –
GL
613
Graypoint LLC
New York
$331K +$331K +4,499 New
BRWA
614
B. Riley Wealth Advisors
Florida
$330K +$330K +4,498 New
HBT
615
Heartland Bank & Trust
Illinois
$323K -$12K -163 -4%
GCM
616
Gallacher Capital Management
Colorado
$323K +$323K +4,392 New
CCA
617
Checchi Capital Advisers
California
$318K +$12.1K +165 +4%
CI
618
CX Institutional
Indiana
$318K -$5K -68 -2%
HW
619
Hancock Whitney
Mississippi
$318K -$660K -8,981 -67%
PTP
620
Platform Technology Partners
New York
$317K -$3.53K -48 -1%
APG
621
Abacus Planning Group
South Carolina
$315K +$101K +1,373 +47%
GCWM
622
Graham Capital Wealth Management
District of Columbia
$314K -$103K -1,400 -25%
MPIA
623
Mountain Pacific Investment Advisers
Idaho
$312K – – –
DWP
624
Daymark Wealth Partners
Ohio
$312K +$32.9K +448 +12%
RL
625
Retireful LLC
Michigan
$311K +$311K +4,235 New
23 24
25
26 27