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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
BFA
726
Brendel Financial Advisors
New Hampshire
$201K
PFS
727
Prospera Financial Services
Texas
$201K
NAAA
728
New Age Alpha Advisors
New York
$195K
CSPIA
729
Cary Street Partners Investment Advisory
Virginia
$191K
AF
730
Advisornet Financial
Minnesota
$187K
SO
731
Sierra Ocean
California
$186K
LI
732
LRI Investments
Florida
$181K
TWC
733
TD Waterhouse Canada
Ontario, Canada
$178K
GWM
734
Geneos Wealth Management
Colorado
$177K
ERSOT
735
Employees Retirement System of Texas
Texas
$176K
LS
736
Livforsakringsbolaget Skandia
Sweden
$161K
SAM
737
Smartleaf Asset Management
Massachusetts
$157K
TFA
738
Transamerica Financial Advisors
Florida
$150K
HNB
739
Huntington National Bank
Ohio
$149K
SC
740
Steph & Co
Wisconsin
$145K
JWA
741
JFS Wealth Advisors
Pennsylvania
$142K
Acadian Asset Management
742
Acadian Asset Management
Massachusetts
$139K
VCM
743
Versant Capital Management
Arizona
$136K
Federated Hermes
744
Federated Hermes
Pennsylvania
$126K
SJIM
745
St. Johns Investment Management
Florida
$124K
PCM
746
Penserra Capital Management
California
$119K
SWM
747
Spire Wealth Management
Virginia
$118K
EB
748
Eastern Bank
Massachusetts
$115K
AIM
749
Anchor Investment Management
South Carolina
$114K
C
750
Covestor
United Kingdom
$110K