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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
ISL
601
Ingalls & Snyder LLC
New York
$359K
DAS
602
Diversify Advisory Services
Utah
$356K
OC
603
Oppenheimer & Co
New York
$356K
AAM
604
Aureus Asset Management
Massachusetts
$356K
PP
605
Prudential plc
United Kingdom
$352K
IA
606
IFG Advisory
Georgia
$352K
DIM
607
Delta Investment Management
California
$349K
VCM
608
Voleon Capital Management
California
$347K
CWM
609
Cornerstone Wealth Management
Missouri
$345K
SBFM
610
S-Bank Fund Management
Finland
$343K
BONST
611
Bank of Nova Scotia Trust
Ontario, Canada
$340K
HBT
612
Heartland Bank & Trust
Illinois
$340K
SFA
613
Sequoia Financial Advisors
Ohio
$335K
APG
614
Abacus Planning Group
South Carolina
$328K
GCWM
615
Graham Capital Wealth Management
District of Columbia
$328K
WFI
616
West Family Investments
California
$326K
MPIA
617
Mountain Pacific Investment Advisers
Idaho
$326K
CI
618
CX Institutional
Indiana
$324K
CCA
619
Checchi Capital Advisers
California
$324K
CFB
620
Cullen/Frost Bankers
Texas
$323K
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
$319K
SWP
622
Significant Wealth Partners
Illinois
$319K
PA
623
Profund Advisors
Maryland
$317K
PGFC
624
Peapack-Gladstone Financial Corp
New Jersey
$315K
WC
625
Wexford Capital
Florida
$314K