WRB icon

W.R. Berkley
WRB

Overview Fund Activity

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$265M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$169M
3
Wells Fargo
Wells Fargo
California
+$88.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$66.6M
5
UBS Group
UBS Group
Switzerland
+$64.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$183M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$146M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.4M
4
Millennium Management
Millennium Management
New York
-$53.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFT
701
Alpha Family Trust
California
$227K +$227K +3,195 New
GC
702
Gilbert & Cook
Iowa
$227K +$227K +3,188 New
LF
703
Lantz Financial
Illinois
$226K +$226K +3,178 New
BRWM
704
Blue Rock Wealth Management
North Carolina
$225K +$225K +3,159 New
TL
705
Tradewinds LLC
North Carolina
$222K +$222K +3,123 New
IC
706
Iconiq Capital
California
$222K +$222K +3,121 New
RCAG
707
Rehmann Capital Advisory Group
Michigan
$219K +$219K +3,082 New
CMBA
708
C.M. Bidwell & Associates
Hawaii
$219K – – –
AIM
709
AMI Investment Management
Indiana
$218K +$218K +3,058 New
AWA
710
Aaron Wealth Advisors
Illinois
$216K +$216K +3,030 New
EBA
711
Eagle Bay Advisors
New York
$216K +$9.89K +139 +5%
1SB
712
1ST Source Bank
Indiana
$215K +$215K +3,023 New
WIA
713
World Investment Advisors
California
$215K +$215K +3,015 New
AMCA
714
Arthur M. Cohen & Associates
Illinois
$213K -$144K -2,025 -40%
BWMG
715
Barnes Wealth Management Group
California
$213K +$213K +3,000 New
WT
716
Whittier Trust
California
$212K – – –
JG
717
Jain Global
New York
$212K +$212K +2,983 New
DWT
718
Dorsey & Whitney Trust
South Dakota
$211K +$211K +2,968 New
ECM
719
Evergreen Capital Management
Washington
$210K +$210K +2,946 New
WIC
720
Woodmont Investment Counsel
Tennessee
$209K +$209K +2,931 New
OAM
721
Oxford Asset Management
United Kingdom
$208K +$208K +2,925 New
CI
722
Cigna Investments
Connecticut
$208K +$208K +2,920 New
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
$208K +$208K +2,917 New
PW
724
PUREfi Wealth
Massachusetts
$208K +$208K +2,916 New
APG
725
Abacus Planning Group
South Carolina
$207K +$207K +2,914 New
27 28
29
30 31