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W.R. Berkley

911 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, 348 increasing their positions, 334 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
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
NI
601
NDVR Inc
Massachusetts
$366K
FIA
602
Foundations Investment Advisors
Arizona
$361K
CI Investments Inc
603
CI Investments Inc
Ontario, Canada
$358K
AFG
604
Atomi Financial Group
New York
$356K
OC
605
Oppenheimer & Co
New York
$352K
PP
606
Prudential plc
United Kingdom
$350K
GWM
607
Gitterman Wealth Management
New Jersey
$350K
FCP
608
Fidelis Capital Partners
Florida
$348K
ISL
609
Ingalls & Snyder LLC
New York
$346K
HAG
610
HighPoint Advisor Group
Illinois
$345K
PWG
611
Portside Wealth Group
Utah
$343K
AAM
612
Aureus Asset Management
Massachusetts
$341K
VFA
613
Valeo Financial Advisors
Indiana
$341K
MAS
614
Meeder Advisory Services
Ohio
$339K
CBUSF
615
Construction & Building Unions Superannuation Fund
Australia
$338K
IA
616
IFG Advisory
Georgia
$337K
AAM
617
Advisors Asset Management
Colorado
$336K
SBFM
618
S-Bank Fund Management
Finland
$333K
CWM
619
Cornerstone Wealth Management
Missouri
$331K
GL
620
Graypoint LLC
New York
$331K
BRWA
621
B. Riley Wealth Advisors
Florida
$330K
HBT
622
Heartland Bank & Trust
Illinois
$323K
GCM
623
Gallacher Capital Management
Colorado
$323K
CCA
624
Checchi Capital Advisers
California
$318K
CI
625
CX Institutional
Indiana
$318K