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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
AWM
676
Accurate Wealth Management
Florida
$237K
SWM
677
Spire Wealth Management
Virginia
$236K
1SB
678
1ST Source Bank
Indiana
$236K
KWM
679
Kingsview Wealth Management
Oregon
$235K
AP
680
Advisors Preferred
Maryland
$235K
TL
681
Tradewinds LLC
North Carolina
$235K
Simplex Trading
682
Simplex Trading
Illinois
$234K
PCP
683
Perbak Capital Partners
United Kingdom
$233K
SF
684
Summit Financial
New Jersey
$232K
CIA
685
Concurrent Investment Advisors
Florida
$229K
BWMG
686
Barnes Wealth Management Group
California
$228K
WIC
687
Woodmont Investment Counsel
Tennessee
$228K
FT
688
Fiduciary Trust
Massachusetts
$227K
ECM
689
Evergreen Capital Management
Washington
$225K
CS
690
Cannell & Spears
New York
$223K
BRWA
691
B. Riley Wealth Advisors
Florida
$221K
EWA
692
Exit Wealth Advisors
Georgia
$220K
JSW
693
Journey Strategic Wealth
New Jersey
$220K
HWA
694
Heritage Wealth Advisors
Virginia
$219K
AAM
695
Advisors Asset Management
Colorado
$219K
CI
696
Cigna Investments
Connecticut
$218K
GAM
697
Groupama Asset Management
France
$218K
AGWCA
698
Annis Gardner Whiting Capital Advisors
Florida
$216K
ESBC
699
E.S. Barr & Co
Kentucky
$215K
AIA
700
AIMZ Investment Advisors
California
$215K