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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
PAW
726
Plan A Wealth
Nebraska
$200K
NAAA
727
New Age Alpha Advisors
New York
$195K
TFA
728
Transamerica Financial Advisors
Florida
$195K
TWC
729
TD Waterhouse Canada
Ontario, Canada
$192K
ERSOT
730
Employees Retirement System of Texas
Texas
$184K
HNB
731
Huntington National Bank
Ohio
$182K
Walleye Trading
732
Walleye Trading
New York
$171K
OWP
733
ORG Wealth Partners
Texas
$171K
LS
734
Livforsakringsbolaget Skandia
Sweden
$168K
GWM
735
Geneos Wealth Management
Colorado
$167K
SC
736
Steph & Co
Wisconsin
$165K
VCM
737
Versant Capital Management
Arizona
$155K
AF
738
Advisornet Financial
Minnesota
$152K
JWA
739
JFS Wealth Advisors
Pennsylvania
$148K
Acadian Asset Management
740
Acadian Asset Management
Massachusetts
$145K
LI
741
LRI Investments
Florida
$139K
SJIM
742
St. Johns Investment Management
Florida
$129K
EB
743
Eastern Bank
Massachusetts
$128K
PCM
744
Penserra Capital Management
California
$125K
WTC
745
WhitTier Trust Company
Nevada
$119K
AIM
746
Anchor Investment Management
South Carolina
$118K
AT
747
Avalon Trust
New Mexico
$116K
FPF
748
First Pacific Financial
Washington
$115K
BC
749
Bayforest Capital
United Kingdom
$112K
Federated Hermes
750
Federated Hermes
Pennsylvania
$111K