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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
TWC
726
TD Waterhouse Canada
Ontario, Canada
$192K
ERSOT
727
Employees Retirement System of Texas
Texas
$184K
HNB
728
Huntington National Bank
Ohio
$182K
Walleye Trading
729
Walleye Trading
New York
$171K
OWP
730
ORG Wealth Partners
Texas
$171K
LS
731
Livforsakringsbolaget Skandia
Sweden
$168K
GWM
732
Geneos Wealth Management
Colorado
$167K
SC
733
Steph & Co
Wisconsin
$165K
VCM
734
Versant Capital Management
Arizona
$155K
AF
735
Advisornet Financial
Minnesota
$152K
JWA
736
JFS Wealth Advisors
Pennsylvania
$148K
Acadian Asset Management
737
Acadian Asset Management
Massachusetts
$145K
LI
738
LRI Investments
Florida
$139K
SJIM
739
St. Johns Investment Management
Florida
$129K
EB
740
Eastern Bank
Massachusetts
$128K
PCM
741
Penserra Capital Management
California
$125K
WTC
742
WhitTier Trust Company
Nevada
$119K
AIM
743
Anchor Investment Management
South Carolina
$118K
AT
744
Avalon Trust
New Mexico
$116K
FPF
745
First Pacific Financial
Washington
$115K
BC
746
Bayforest Capital
United Kingdom
$112K
Federated Hermes
747
Federated Hermes
Pennsylvania
$111K
CFD
748
Creative Financial Designs
Indiana
$111K
DZ Bank
749
DZ Bank
Germany
$110K
CTC
750
Central Trust Company
Missouri
$108K