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W.R. Berkley

926 hedge funds and large institutions have $19B invested in W.R. Berkley in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 311 increasing their positions, 357 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.1%64.66% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
926
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.4M
Puts
$3.1M
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$105M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
WP
Woodline Partners
California
-$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
701
Annis Gardner Whiting Capital Advisors
Florida
$216K
ESBC
702
E.S. Barr & Co
Kentucky
$215K
AIA
703
AIMZ Investment Advisors
California
$215K
IIM
704
Ipswich Investment Management
Massachusetts
$214K
BTI
705
Blue Trust Inc
Georgia
$214K
CGL
706
Clarius Group LLC
Washington
$214K
MCM
707
Monument Capital Management
Virginia
$212K
TCM
708
Teza Capital Management
Illinois
$212K
EFS
709
Essex Financial Services
Connecticut
$212K
IC
710
Inscription Capital
Texas
$212K
D.E. Shaw & Co
711
D.E. Shaw & Co
New York
$212K
EBA
712
Eagle Bay Advisors
New York
$210K
RW
713
Rede Wealth
Virginia
$210K
AIM
714
Advyzon Investment Management
Illinois
$210K
LSPW
715
Lake Street Private Wealth
Illinois
$210K
SW
716
Simplicity Wealth
New Jersey
$207K
RCAG
717
Rehmann Capital Advisory Group
Michigan
$207K
PWG
718
Portside Wealth Group
Utah
$206K
CSPIA
719
Cary Street Partners Investment Advisory
Virginia
$204K
AWM
720
Angeles Wealth Management
California
$204K
TIAA Trust, National Association
721
TIAA Trust, National Association
North Carolina
$204K
WWM
722
Western Wealth Management
Colorado
$203K
TPI
723
Trust Point Inc
Wisconsin
$203K
FCG
724
Fielder Capital Group
Tennessee
$200K
AIM
725
AMI Investment Management
Indiana
$200K