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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
IA
651
IFP Advisors
Florida
$274K
AIC
652
Archer Investment Corporation
Indiana
$273K
HTC
653
Haverford Trust Company
Pennsylvania
$273K
AC
654
Avestar Capital
New York
$272K
WT
655
Whittier Trust
California
$269K
TAM
656
Trust Asset Management
Texas
$266K
SIM
657
Stratos Investment Management
Ohio
$265K
NP
658
NorthRock Partners
Minnesota
$263K
CA
659
Crumly & Associates
Illinois
$263K
AFG
660
ABLE Financial Group
Arizona
$260K
PW
661
PUREfi Wealth
Massachusetts
$259K
FIA
662
Foundations Investment Advisors
Arizona
$258K
JHCP
663
Jackson Hole Capital Partners
Oklahoma
$258K
GS
664
GTS Securities
New York
$256K
AF
665
Allworth Financial
California
$255K
SFS
666
Sowell Financial Services
Arkansas
$254K
KFS
667
Kurt F. Somerville
$254K
AMCA
668
Arthur M. Cohen & Associates
Illinois
$253K
SAM
669
Smartleaf Asset Management
Massachusetts
$253K
HW
670
Hamilton Wealth
California
$252K
GC
671
Gilbert & Cook
Iowa
$252K
IAP
672
Indie Asset Partners
Indiana
$251K
AFT
673
Alpha Family Trust
California
$245K
CPIG
674
Chicago Partners Investment Group
Illinois
$243K
AWA
675
Arkadios Wealth Advisors
Georgia
$242K