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W.R. Berkley

918 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, 307 increasing their positions, 356 reducing their positions, and 80 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
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 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
601
Aureus Asset Management
Massachusetts
$356K
PP
602
Prudential plc
United Kingdom
$352K
IA
603
IFG Advisory
Georgia
$352K
DIM
604
Delta Investment Management
California
$349K
VCM
605
Voleon Capital Management
California
$347K
CWM
606
Cornerstone Wealth Management
Missouri
$345K
SBFM
607
S-Bank Fund Management
Finland
$343K
BONST
608
Bank of Nova Scotia Trust
Ontario, Canada
$340K
HBT
609
Heartland Bank & Trust
Illinois
$340K
SFA
610
Sequoia Financial Advisors
Ohio
$335K
APG
611
Abacus Planning Group
South Carolina
$328K
GCWM
612
Graham Capital Wealth Management
District of Columbia
$328K
WFI
613
West Family Investments
California
$326K
MPIA
614
Mountain Pacific Investment Advisers
Idaho
$326K
CI
615
CX Institutional
Indiana
$324K
CCA
616
Checchi Capital Advisers
California
$324K
CFB
617
Cullen/Frost Bankers
Texas
$323K
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$319K
SWP
619
Significant Wealth Partners
Illinois
$319K
PA
620
Profund Advisors
Maryland
$317K
PGFC
621
Peapack-Gladstone Financial Corp
New Jersey
$315K
WC
622
Wexford Capital
Florida
$314K
II
623
Inspire Investing
Idaho
$310K
ST
624
Somerset Trust
Pennsylvania
$308K
SC
625
Syon Capital
California
$307K