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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
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$358K
AFG
602
Atomi Financial Group
New York
$356K
OC
603
Oppenheimer & Co
New York
$352K
PP
604
Prudential plc
United Kingdom
$350K
GWM
605
Gitterman Wealth Management
New Jersey
$350K
FCP
606
Fidelis Capital Partners
Florida
$348K
ISL
607
Ingalls & Snyder LLC
New York
$346K
HAG
608
HighPoint Advisor Group
Illinois
$345K
PWG
609
Portside Wealth Group
Utah
$343K
AAM
610
Aureus Asset Management
Massachusetts
$341K
VFA
611
Valeo Financial Advisors
Indiana
$341K
MAS
612
Meeder Advisory Services
Ohio
$339K
CBUSF
613
Construction & Building Unions Superannuation Fund
Australia
$338K
IA
614
IFG Advisory
Georgia
$337K
AAM
615
Advisors Asset Management
Colorado
$336K
SBFM
616
S-Bank Fund Management
Finland
$333K
CWM
617
Cornerstone Wealth Management
Missouri
$331K
GL
618
Graypoint LLC
New York
$331K
BRWA
619
B. Riley Wealth Advisors
Florida
$330K
HBT
620
Heartland Bank & Trust
Illinois
$323K
GCM
621
Gallacher Capital Management
Colorado
$323K
CCA
622
Checchi Capital Advisers
California
$318K
CI
623
CX Institutional
Indiana
$318K
HW
624
Hancock Whitney
Mississippi
$318K
PTP
625
Platform Technology Partners
New York
$317K