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W.R. Berkley

906 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 346 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
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
Connor, Clark & Lunn Investment Management (CC&L)
701
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K
FT
702
Fiduciary Trust
Massachusetts
$220K
JWCA
703
J.W. Cole Advisors
Florida
$219K
WIC
704
Woodmont Investment Counsel
Tennessee
$216K
BWMG
705
Barnes Wealth Management Group
California
$216K
TIA
706
Trust Investment Advisors
Indiana
$213K
EBA
707
Eagle Bay Advisors
New York
$212K
CS
708
Cannell & Spears
New York
$212K
HWA
709
Heritage Wealth Advisors
Virginia
$210K
AWM
710
Atticus Wealth Management
Florida
$210K
IC
711
Iconiq Capital
California
$209K
AIM
712
AMI Investment Management
Indiana
$207K
ESBC
713
E.S. Barr & Co
Kentucky
$207K
RCAG
714
Rehmann Capital Advisory Group
Michigan
$206K
AIA
715
AIMZ Investment Advisors
California
$206K
IIM
716
Ipswich Investment Management
Massachusetts
$205K
TIAA Trust, National Association
717
TIAA Trust, National Association
North Carolina
$204K
DO
718
denkapparat Operations
Germany
$204K
SC
719
Syon Capital
California
$204K
MCM
720
Monument Capital Management
Virginia
$203K
LSPW
721
Lake Street Private Wealth
Illinois
$201K
BFA
722
Brendel Financial Advisors
New Hampshire
$201K
PFS
723
Prospera Financial Services
Texas
$201K
NAAA
724
New Age Alpha Advisors
New York
$195K
CSPIA
725
Cary Street Partners Investment Advisory
Virginia
$191K