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W.R. Berkley
WRB

Overview Fund Activity

900 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, 345 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
12.06%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
99
Increased
345
Reduced
330
Closed
80
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$188M
2
BlackRock
BlackRock
New York
+$79M
3
FGP
Freestone Grove Partners
California
+$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
UBS AM
UBS AM
Illinois
-$154M
3
Bank of America
Bank of America
North Carolina
-$58.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$51.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
701
Trust Investment Advisors
Indiana
$213K +$213K +2,894 New
EBA
702
Eagle Bay Advisors
New York
$212K -$10.1K -138 -5%
CS
703
Cannell & Spears
New York
$212K +$955 +13 +0.5%
HWA
704
Heritage Wealth Advisors
Virginia
$210K – – –
AWM
705
Atticus Wealth Management
Florida
$210K +$210K +2,863 New
IC
706
Iconiq Capital
California
$209K -$20.6K -281 -9%
AIM
707
AMI Investment Management
Indiana
$207K -$18K -245 -8%
ESBC
708
E.S. Barr & Co
Kentucky
$207K – – –
RCAG
709
Rehmann Capital Advisory Group
Michigan
$206K -$20.2K -275 -9%
AIA
710
AIMZ Investment Advisors
California
$206K -$42.2K -575 -17%
IIM
711
Ipswich Investment Management
Massachusetts
$205K -$5.88K -80 -3%
TIAA Trust, National Association
712
TIAA Trust, National Association
North Carolina
$204K +$204K +2,782 New
DO
713
denkapparat Operations
Germany
$204K +$204K +2,776 New
SC
714
Syon Capital
California
$204K +$204K +2,772 New
MCM
715
Monument Capital Management
Virginia
$203K +$203K +2,769 New
LSPW
716
Lake Street Private Wealth
Illinois
$201K +$201K +2,737 New
BFA
717
Brendel Financial Advisors
New Hampshire
$201K +$201K +2,737 New
PFS
718
Prospera Financial Services
Texas
$201K +$201K +2,733 New
NAAA
719
New Age Alpha Advisors
New York
$195K +$195K +2,655 New
CSPIA
720
Cary Street Partners Investment Advisory
Virginia
$191K -$22.8K -311 -11%
AF
721
Advisornet Financial
Minnesota
$187K -$58.3K -793 -24%
SO
722
Sierra Ocean
California
$186K – – –
LI
723
LRI Investments
Florida
$181K – – –
TWC
724
TD Waterhouse Canada
Ontario, Canada
$178K +$92.4K +1,269 +108%
GWM
725
Geneos Wealth Management
Colorado
$177K -$158K -2,155 -47%
27 28
29
30 31