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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
PA
651
Profund Advisors
Maryland
$281K
CFB
652
Cullen/Frost Bankers
Texas
$281K
IA
653
IFP Advisors
Florida
$279K
AFG
654
ABLE Financial Group
Arizona
$279K
BW
655
BIP Wealth
Georgia
$277K
AC
656
AlphaCore Capital
California
$275K
AC
657
Avestar Capital
New York
$274K
CFG
658
Cornerstone Financial Group
Nebraska
$274K
CAG
659
Crestwood Advisors Group
Massachusetts
$273K
SSW
660
Smith Shellnut Wilson
Mississippi
$273K
CSC
661
Caldwell Sutter Capital
California
$272K
Walleye Trading
662
Walleye Trading
New York
$270K
Fisher Asset Management
663
Fisher Asset Management
Washington
$270K
CCM
664
Chilton Capital Management
Texas
$269K
PA
665
Parallel Advisors
California
$266K
CGL
666
Clarius Group LLC
Washington
$265K
CIA
667
Concurrent Investment Advisors
Florida
$264K
GWANC
668
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
AIC
669
Archer Investment Corporation
Indiana
$262K
SWP
670
Significant Wealth Partners
Illinois
$261K
GWMIA
671
Global Wealth Management Investment Advisory
Florida
$257K
WT
672
Whittier Trust
California
$257K
TAM
673
Trust Asset Management
Texas
$256K
HKIMG
674
Hutchens & Kramer Investment Management Group
Indiana
$253K
SIM
675
Stratos Investment Management
Ohio
$251K