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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
HW
626
Hancock Whitney
Mississippi
$318K
PTP
627
Platform Technology Partners
New York
$317K
APG
628
Abacus Planning Group
South Carolina
$315K
GCWM
629
Graham Capital Wealth Management
District of Columbia
$314K
MPIA
630
Mountain Pacific Investment Advisers
Idaho
$312K
DWP
631
Daymark Wealth Partners
Ohio
$312K
RL
632
Retireful LLC
Michigan
$311K
DAS
633
Diversify Advisory Services
Utah
$311K
WFI
634
West Family Investments
California
$310K
WA
635
Waverly Advisors
Alabama
$308K
HA
636
Huntleigh Advisors
Missouri
$302K
WC
637
Wexford Capital
Florida
$301K
MGIA
638
Moneta Group Investment Advisors
Missouri
$301K
MPM
639
MBB Public Markets
Illinois
$301K
SFA
640
Sequoia Financial Advisors
Ohio
$300K
ST
641
Somerset Trust
Pennsylvania
$300K
AC
642
AXQ Capital
New Jersey
$298K
DAS
643
Dynamic Advisor Solutions
Arizona
$296K
LAM
644
Longboard Asset Management
Arizona
$291K
NP
645
Nilsine Partners
Colorado
$286K
CFG
646
Citizens Financial Group
Rhode Island
$284K
Koshinski Asset Management
647
Koshinski Asset Management
Illinois
$284K
SFS
648
Sowell Financial Services
Arkansas
$283K
STA
649
Summit Trail Advisors
New York
$282K
FNBT
650
FineMark National Bank & Trust
Florida
$282K