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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
PA
626
Parallel Advisors
California
$307K
JWCA
627
J.W. Cole Advisors
Florida
$305K
MGIA
628
Moneta Group Investment Advisors
Missouri
$304K
HAG
629
HighPoint Advisor Group
Illinois
$300K
NP
630
Nilsine Partners
Colorado
$300K
CAG
631
Crestwood Advisors Group
Massachusetts
$297K
AC
632
Apella Capital
Connecticut
$296K
SPC
633
Spirepoint Private Client
Florida
$294K
WA
634
Waverly Advisors
Alabama
$293K
BW
635
BIP Wealth
Georgia
$292K
WDC
636
Woodward Diversified Capital
California
$289K
HW
637
Hancock Whitney
Mississippi
$287K
CFG
638
Cornerstone Financial Group
Nebraska
$286K
SSW
639
Smith Shellnut Wilson
Mississippi
$284K
IA
640
IFP Advisors
Florida
$284K
CSC
641
Caldwell Sutter Capital
California
$283K
CCM
642
Chilton Capital Management
Texas
$281K
RCM
643
Requisite Capital Management
Texas
$280K
Fayez Sarofim & Co
644
Fayez Sarofim & Co
Texas
$280K
HA
645
Huntleigh Advisors
Missouri
$279K
GWMIA
646
Global Wealth Management Investment Advisory
Florida
$278K
AAIS
647
ABN AMRO Investment Solutions
$276K
HI
648
Harbour Investments
Wisconsin
$276K
AIC
649
Archer Investment Corporation
Indiana
$273K
HTC
650
Haverford Trust Company
Pennsylvania
$273K