WRB icon

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
BRWM
676
Blue Rock Wealth Management
North Carolina
$242K
FNBT
677
FineMark National Bank & Trust
Florida
$237K
LF
678
Lantz Financial
Illinois
$237K
AWM
679
Accurate Wealth Management
Florida
$237K
SWM
680
Spire Wealth Management
Virginia
$236K
1SB
681
1ST Source Bank
Indiana
$236K
KWM
682
Kingsview Wealth Management
Oregon
$235K
AP
683
Advisors Preferred
Maryland
$235K
TL
684
Tradewinds LLC
North Carolina
$235K
Simplex Trading
685
Simplex Trading
Illinois
$234K
PCP
686
Perbak Capital Partners
United Kingdom
$233K
SF
687
Summit Financial
New Jersey
$232K
CIA
688
Concurrent Investment Advisors
Florida
$229K
BWMG
689
Barnes Wealth Management Group
California
$228K
WIC
690
Woodmont Investment Counsel
Tennessee
$228K
FT
691
Fiduciary Trust
Massachusetts
$227K
ECM
692
Evergreen Capital Management
Washington
$225K
CS
693
Cannell & Spears
New York
$223K
BRWA
694
B. Riley Wealth Advisors
Florida
$221K
EWA
695
Exit Wealth Advisors
Georgia
$220K
JSW
696
Journey Strategic Wealth
New Jersey
$220K
HWA
697
Heritage Wealth Advisors
Virginia
$219K
AAM
698
Advisors Asset Management
Colorado
$219K
CI
699
Cigna Investments
Connecticut
$218K
GAM
700
Groupama Asset Management
France
$218K