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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
12.07%
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 %
ERSOT
726
Employees Retirement System of Texas
Texas
$176K +$176K +2,400 New
LS
727
Livforsakringsbolaget Skandia
Sweden
$161K – – –
SAM
728
Smartleaf Asset Management
Massachusetts
$157K -$213K -2,941 -57%
TFA
729
Transamerica Financial Advisors
Florida
$150K -$7.12K -97 -5%
HNB
730
Huntington National Bank
Ohio
$149K +$21.7K +296 +17%
SC
731
Steph & Co
Wisconsin
$145K +$145K +1,968 New
JWA
732
JFS Wealth Advisors
Pennsylvania
$142K +$955 +13 +0.7%
Acadian Asset Management
733
Acadian Asset Management
Massachusetts
$139K -$555K -7,601 -80%
VCM
734
Versant Capital Management
Arizona
$136K +$14.2K +193 +12%
Federated Hermes
735
Federated Hermes
Pennsylvania
$126K -$2.28K -31 -2%
SJIM
736
St. Johns Investment Management
Florida
$124K – – –
PCM
737
Penserra Capital Management
California
$119K -$415K -5,655 -78%
SWM
738
Spire Wealth Management
Virginia
$118K -$180K -3,046 -60%
EB
739
Eastern Bank
Massachusetts
$115K -$4.56K -62 -4%
AIM
740
Anchor Investment Management
South Carolina
$114K – – –
C
741
Covestor
United Kingdom
$110K -$11.1K -150 -9%
FPF
742
First Pacific Financial
Washington
$110K – – –
WSFS
743
Wilmington Savings Fund Society
Delaware
$107K -$63K -857 -37%
DZ Bank
744
DZ Bank
Germany
$105K -$404K -5,499 -79%
FIM
745
FWL Investment Management
Texas
$101K -$7.35K -100 -7%
HIA
746
Harbor Investment Advisory
Maryland
$99.2K – – –
CFD
747
Creative Financial Designs
Indiana
$98.9K +$17.8K +242 +22%
CVM
748
Cheviot Value Management
California
$95.4K – – –
FFO
749
Fortitude Family Office
Arizona
$94.6K +$147 +2 +0.2%
BIG
750
Brooklyn Investment Group
New York
$93.5K +$19.1K +260 +26%
28 29
30
31 32