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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
IA
651
IFP Advisors
Florida
$279K
AFG
652
ABLE Financial Group
Arizona
$279K
BW
653
BIP Wealth
Georgia
$277K
AC
654
AlphaCore Capital
California
$275K
AC
655
Avestar Capital
New York
$274K
CFG
656
Cornerstone Financial Group
Nebraska
$274K
CAG
657
Crestwood Advisors Group
Massachusetts
$273K
SSW
658
Smith Shellnut Wilson
Mississippi
$273K
CSC
659
Caldwell Sutter Capital
California
$272K
Walleye Trading
660
Walleye Trading
New York
$270K
Fisher Asset Management
661
Fisher Asset Management
Washington
$270K
CCM
662
Chilton Capital Management
Texas
$269K
PA
663
Parallel Advisors
California
$266K
CGL
664
Clarius Group LLC
Washington
$265K
CIA
665
Concurrent Investment Advisors
Florida
$264K
GWANC
666
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
AIC
667
Archer Investment Corporation
Indiana
$262K
SWP
668
Significant Wealth Partners
Illinois
$261K
GWMIA
669
Global Wealth Management Investment Advisory
Florida
$257K
WT
670
Whittier Trust
California
$257K
TAM
671
Trust Asset Management
Texas
$256K
HKIMG
672
Hutchens & Kramer Investment Management Group
Indiana
$253K
SIM
673
Stratos Investment Management
Ohio
$251K
JHCP
674
Jackson Hole Capital Partners
Oklahoma
$248K
IHWM
675
Iron Horse Wealth Management
Iowa
$244K