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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
AC
651
Avestar Capital
New York
$272K
WT
652
Whittier Trust
California
$269K
TAM
653
Trust Asset Management
Texas
$266K
SIM
654
Stratos Investment Management
Ohio
$265K
NP
655
NorthRock Partners
Minnesota
$263K
CA
656
Crumly & Associates
Illinois
$263K
AFG
657
ABLE Financial Group
Arizona
$260K
PW
658
PUREfi Wealth
Massachusetts
$259K
FIA
659
Foundations Investment Advisors
Arizona
$258K
JHCP
660
Jackson Hole Capital Partners
Oklahoma
$258K
GS
661
GTS Securities
New York
$256K
AF
662
Allworth Financial
California
$255K
SFS
663
Sowell Financial Services
Arkansas
$254K
KFS
664
Kurt F. Somerville
$254K
AMCA
665
Arthur M. Cohen & Associates
Illinois
$253K
SAM
666
Smartleaf Asset Management
Massachusetts
$253K
HW
667
Hamilton Wealth
California
$252K
GC
668
Gilbert & Cook
Iowa
$252K
IAP
669
Indie Asset Partners
Indiana
$251K
AFT
670
Alpha Family Trust
California
$245K
CPIG
671
Chicago Partners Investment Group
Illinois
$243K
AWA
672
Arkadios Wealth Advisors
Georgia
$242K
BRWM
673
Blue Rock Wealth Management
North Carolina
$242K
FNBT
674
FineMark National Bank & Trust
Florida
$237K
LF
675
Lantz Financial
Illinois
$237K