WRB icon

W.R. Berkley
WRB

Overview Fund Activity

895 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, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
895
Holders Change
-3
Holders Change %
-0.33%
% of All Funds
12.01%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
99
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$188M
2
BlackRock
2
BlackRock
New York
$1.85B
3
FGP
3
Freestone Grove Partners
California
$63M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.72B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$534M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
EBA
701
Eagle Bay Advisors
New York
$212K 2,892 -138 -5%
CS
702
Cannell & Spears
New York
$212K 2,890 +13 +0.5%
HWA
703
Heritage Wealth Advisors
Virginia
$210K 2,863 – –
AWM
704
Atticus Wealth Management
Florida
$210K 2,863 +2,863 New
IC
705
Iconiq Capital
California
$209K 2,840 -281 -9%
AIM
706
AMI Investment Management
Indiana
$207K 2,813 -245 -8%
ESBC
707
E.S. Barr & Co
Kentucky
$207K 2,812 – –
RCAG
708
Rehmann Capital Advisory Group
Michigan
$206K 2,807 -275 -9%
AIA
709
AIMZ Investment Advisors
California
$206K 2,800 -575 -17%
IIM
710
Ipswich Investment Management
Massachusetts
$205K 2,797 -80 -3%
TIAA Trust, National Association
711
TIAA Trust, National Association
North Carolina
$204K 2,782 +2,782 New
DO
712
denkapparat Operations
Germany
$204K 2,776 +2,776 New
SC
713
Syon Capital
California
$204K 2,772 +2,772 New
MCM
714
Monument Capital Management
Virginia
$203K 2,769 +2,769 New
LSPW
715
Lake Street Private Wealth
Illinois
$201K 2,737 +2,737 New
BFA
716
Brendel Financial Advisors
New Hampshire
$201K 2,737 +2,737 New
PFS
717
Prospera Financial Services
Texas
$201K 2,733 +2,733 New
NAAA
718
New Age Alpha Advisors
New York
$195K 2,655 +2,655 New
CSPIA
719
Cary Street Partners Investment Advisory
Virginia
$191K 2,606 -311 -11%
AF
720
Advisornet Financial
Minnesota
$187K 2,539 -793 -24%
SO
721
Sierra Ocean
California
$186K 2,530 – –
LI
722
LRI Investments
Florida
$181K 2,467 – –
TWC
723
TD Waterhouse Canada
Ontario, Canada
$178K 2,441 +1,269 +108%
GWM
724
Geneos Wealth Management
Colorado
$177K 2,413 -2,155 -47%
ERSOT
725
Employees Retirement System of Texas
Texas
$176K 2,400 +2,400 New
27 28
29
30 31