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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
APG
626
Abacus Planning Group
South Carolina
$315K
GCWM
627
Graham Capital Wealth Management
District of Columbia
$314K
MPIA
628
Mountain Pacific Investment Advisers
Idaho
$312K
DWP
629
Daymark Wealth Partners
Ohio
$312K
RL
630
Retireful LLC
Michigan
$311K
DAS
631
Diversify Advisory Services
Utah
$311K
WFI
632
West Family Investments
California
$310K
WA
633
Waverly Advisors
Alabama
$308K
HA
634
Huntleigh Advisors
Missouri
$302K
WC
635
Wexford Capital
Florida
$301K
MGIA
636
Moneta Group Investment Advisors
Missouri
$301K
MPM
637
MBB Public Markets
Illinois
$301K
SFA
638
Sequoia Financial Advisors
Ohio
$300K
ST
639
Somerset Trust
Pennsylvania
$300K
AC
640
AXQ Capital
New Jersey
$298K
DAS
641
Dynamic Advisor Solutions
Arizona
$296K
LAM
642
Longboard Asset Management
Arizona
$291K
NP
643
Nilsine Partners
Colorado
$286K
CFG
644
Citizens Financial Group
Rhode Island
$284K
Koshinski Asset Management
645
Koshinski Asset Management
Illinois
$284K
SFS
646
Sowell Financial Services
Arkansas
$283K
STA
647
Summit Trail Advisors
New York
$282K
FNBT
648
FineMark National Bank & Trust
Florida
$282K
PA
649
Profund Advisors
Maryland
$281K
CFB
650
Cullen/Frost Bankers
Texas
$281K