WRB icon

W.R. Berkley

918 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, 307 increasing their positions, 356 reducing their positions, and 80 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
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 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
701
Ipswich Investment Management
Massachusetts
$214K
BTI
702
Blue Trust Inc
Georgia
$214K
CGL
703
Clarius Group LLC
Washington
$214K
MCM
704
Monument Capital Management
Virginia
$212K
TCM
705
Teza Capital Management
Illinois
$212K
EFS
706
Essex Financial Services
Connecticut
$212K
IC
707
Inscription Capital
Texas
$212K
D.E. Shaw & Co
708
D.E. Shaw & Co
New York
$212K
EBA
709
Eagle Bay Advisors
New York
$210K
RW
710
Rede Wealth
Virginia
$210K
AIM
711
Advyzon Investment Management
Illinois
$210K
LSPW
712
Lake Street Private Wealth
Illinois
$210K
SW
713
Simplicity Wealth
New Jersey
$207K
RCAG
714
Rehmann Capital Advisory Group
Michigan
$207K
PWG
715
Portside Wealth Group
Utah
$206K
CSPIA
716
Cary Street Partners Investment Advisory
Virginia
$204K
AWM
717
Angeles Wealth Management
California
$204K
TIAA Trust, National Association
718
TIAA Trust, National Association
North Carolina
$204K
WWM
719
Western Wealth Management
Colorado
$203K
TPI
720
Trust Point Inc
Wisconsin
$203K
FCG
721
Fielder Capital Group
Tennessee
$200K
AIM
722
AMI Investment Management
Indiana
$200K
PAW
723
Plan A Wealth
Nebraska
$200K
NAAA
724
New Age Alpha Advisors
New York
$195K
TFA
725
Transamerica Financial Advisors
Florida
$195K