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W.R. Berkley
WRB

Overview Fund Activity

900 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, 345 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
99
Increased
345
Reduced
330
Closed
80
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$188M
2
BlackRock
BlackRock
New York
+$79M
3
FGP
Freestone Grove Partners
California
+$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
UBS AM
UBS AM
Illinois
-$154M
3
Bank of America
Bank of America
North Carolina
-$58.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$51.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAP
676
Indie Asset Partners
Indiana
$240K – – –
MS
677
Maven Securities
Jersey
$240K +$240K +3,268 New
PW
678
PUREfi Wealth
Massachusetts
$239K +$25K +340 +12%
ECM
679
Evergreen Capital Management
Washington
$237K +$20.6K +280 +10%
AWA
680
Aaron Wealth Advisors
Illinois
$236K +$13K +177 +6%
GC
681
Gilbert & Cook
Iowa
$235K +$661 +9 +0.3%
AFT
682
Alpha Family Trust
California
$235K – – –
EWM
683
Empirical Wealth Management
Washington
$235K +$21.3K +290 +10%
Nomura Holdings
684
Nomura Holdings
Japan
$233K -$464K -6,312 -67%
AF
685
Allworth Financial
California
$233K -$122K -1,667 -34%
D.E. Shaw & Co
686
D.E. Shaw & Co
New York
$232K +$232K +3,161 New
SF
687
Summit Financial
New Jersey
$230K +$230K +3,135 New
CI
688
Cigna Investments
Connecticut
$229K +$14.6K +199 +7%
OWP
689
ORG Wealth Partners
Texas
$229K +$71.3K +979 +45%
BC
690
Bayforest Capital
United Kingdom
$228K -$1.11M -15,089 -83%
KP
691
Keel Point
Alabama
$227K -$48.4K -659 -18%
BTI
692
Blue Trust Inc
Georgia
$227K -$16K -218 -7%
LF
693
Lantz Financial
Illinois
$227K -$6.83K -93 -3%
CMBA
694
C.M. Bidwell & Associates
Hawaii
$226K +$147 +2 +0.1%
1SB
695
1ST Source Bank
Indiana
$226K +$3.82K +52 +2%
Connor, Clark & Lunn Investment Management (CC&L)
696
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K +$221K +3,002 New
FT
697
Fiduciary Trust
Massachusetts
$220K +$220K +2,993 New
JWCA
698
J.W. Cole Advisors
Florida
$219K +$219K +2,981 New
WIC
699
Woodmont Investment Counsel
Tennessee
$216K +$955 +13 +0.4%
BWMG
700
Barnes Wealth Management Group
California
$216K -$4.26K -58 -2%
26 27
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