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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
12.08%
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 %
DAS
626
Diversify Advisory Services
Utah
$311K -$13.7K -196 -4%
WFI
627
West Family Investments
California
$310K +$25.1K +342 +9%
WA
628
Waverly Advisors
Alabama
$308K +$5K +68 +2%
HA
629
Huntleigh Advisors
Missouri
$302K +$1.62K +22 +0.5%
WC
630
Wexford Capital
Florida
$301K – – –
MGIA
631
Moneta Group Investment Advisors
Missouri
$301K +$4.48K +61 +2%
MPM
632
MBB Public Markets
Illinois
$301K -$65.2K -888 -18%
SFA
633
Sequoia Financial Advisors
Ohio
$300K +$32.5K +442 +12%
ST
634
Somerset Trust
Pennsylvania
$300K -$6.32K -86 -2%
AC
635
AXQ Capital
New Jersey
$298K -$898K -12,218 -75%
DAS
636
Dynamic Advisor Solutions
Arizona
$296K +$8.01K +109 +3%
LAM
637
Longboard Asset Management
Arizona
$291K – – –
NP
638
Nilsine Partners
Colorado
$286K +$35.7K +486 +14%
CFG
639
Citizens Financial Group
Rhode Island
$284K +$32.6K +442 +13%
Koshinski Asset Management
640
Koshinski Asset Management
Illinois
$284K -$35.1K -478 -11%
SFS
641
Sowell Financial Services
Arkansas
$283K -$11.5K -156 -4%
STA
642
Summit Trail Advisors
New York
$282K +$282K +3,842 New
FNBT
643
FineMark National Bank & Trust
Florida
$282K +$18.1K +246 +7%
PA
644
Profund Advisors
Maryland
$281K -$27.7K -377 -9%
CFB
645
Cullen/Frost Bankers
Texas
$281K +$2.28K +31 +0.8%
IA
646
IFP Advisors
Florida
$279K -$58.1K -791 -17%
AFG
647
ABLE Financial Group
Arizona
$279K -$1.47K -20 -0.5%
BW
648
BIP Wealth
Georgia
$277K – – –
AC
649
AlphaCore Capital
California
$275K +$275K +3,737 New
AC
650
Avestar Capital
New York
$274K -$2.44K -33 -0.9%
24 25
26
27 28