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W.R. Berkley

911 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, 348 increasing their positions, 334 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.6M
Puts
$6.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
701
Lantz Financial
Illinois
$227K
CMBA
702
C.M. Bidwell & Associates
Hawaii
$226K
1SB
703
1ST Source Bank
Indiana
$226K
PAW
704
Plan A Wealth
Nebraska
$221K
Connor, Clark & Lunn Investment Management (CC&L)
705
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K
FT
706
Fiduciary Trust
Massachusetts
$220K
JWCA
707
J.W. Cole Advisors
Florida
$219K
WIC
708
Woodmont Investment Counsel
Tennessee
$216K
BWMG
709
Barnes Wealth Management Group
California
$216K
TIA
710
Trust Investment Advisors
Indiana
$213K
EBA
711
Eagle Bay Advisors
New York
$212K
CS
712
Cannell & Spears
New York
$212K
HWA
713
Heritage Wealth Advisors
Virginia
$210K
AWM
714
Atticus Wealth Management
Florida
$210K
IC
715
Iconiq Capital
California
$209K
AIM
716
AMI Investment Management
Indiana
$207K
ESBC
717
E.S. Barr & Co
Kentucky
$207K
RCAG
718
Rehmann Capital Advisory Group
Michigan
$206K
AIA
719
AIMZ Investment Advisors
California
$206K
IIM
720
Ipswich Investment Management
Massachusetts
$205K
TIAA Trust, National Association
721
TIAA Trust, National Association
North Carolina
$204K
DO
722
denkapparat Operations
Germany
$204K
SC
723
Syon Capital
California
$204K
MCM
724
Monument Capital Management
Virginia
$203K
LSPW
725
Lake Street Private Wealth
Illinois
$201K