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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
II
626
Inspire Investing
Idaho
$310K
ST
627
Somerset Trust
Pennsylvania
$308K
SC
628
Syon Capital
California
$307K
PA
629
Parallel Advisors
California
$307K
JWCA
630
J.W. Cole Advisors
Florida
$305K
MGIA
631
Moneta Group Investment Advisors
Missouri
$304K
HAG
632
HighPoint Advisor Group
Illinois
$300K
NP
633
Nilsine Partners
Colorado
$300K
CAG
634
Crestwood Advisors Group
Massachusetts
$297K
AC
635
Apella Capital
Connecticut
$296K
SPC
636
Spirepoint Private Client
Florida
$294K
WA
637
Waverly Advisors
Alabama
$293K
BW
638
BIP Wealth
Georgia
$292K
WDC
639
Woodward Diversified Capital
California
$289K
HW
640
Hancock Whitney
Mississippi
$287K
CFG
641
Cornerstone Financial Group
Nebraska
$286K
SSW
642
Smith Shellnut Wilson
Mississippi
$284K
CSC
643
Caldwell Sutter Capital
California
$283K
CCM
644
Chilton Capital Management
Texas
$281K
RCM
645
Requisite Capital Management
Texas
$280K
Fayez Sarofim & Co
646
Fayez Sarofim & Co
Texas
$280K
HA
647
Huntleigh Advisors
Missouri
$279K
GWMIA
648
Global Wealth Management Investment Advisory
Florida
$278K
AAIS
649
ABN AMRO Investment Solutions
$276K
HI
650
Harbour Investments
Wisconsin
$276K