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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 %
WBC
751
Westpac Banking Corp
Australia
$92.4K – – –
CA
752
Clearstead Advisors
Ohio
$91.8K +$8.3K +113 +10%
WTC
753
WhitTier Trust Company
Nevada
$89.9K +$3.82K +52 +4%
PW
754
Pandora Wealth
Illinois
$85.7K – – –
MWM
755
Mascoma Wealth Management
New Hampshire
$82.7K – – –
NS
756
NBC Securities
Alabama
$82K +$62.6K +855 +323%
EWM
757
Evermay Wealth Management
Virginia
$81.6K – – –
GRP
758
Global Retirement Partners
California
$81.3K +$81.3K +1,107 New
CAL
759
Capital Advisors Ltd
Ohio
$78K – – –
CWM
760
Crowley Wealth Management
Delaware
$74.4K – – –
DSC
761
Duncker Streett & Co
Missouri
$74.4K – – –
CA
762
CoreCap Advisors
Michigan
$73K +$46K +626 +170%
MCM
763
MAI Capital Management
Ohio
$72.5K +$10.3K +140 +17%
MCM
764
Manchester Capital Management
Vermont
$68.6K – – –
MPWT
765
MassMutual Private Wealth & Trust
Connecticut
$66.8K – – –
MAS
766
MPWM Advisory Solutions
Georgia
$66.1K -$57.2K -778 -46%
CH
767
Cromwell Holdings
Wyoming
$66.1K +$1.76K +24 +3%
MSE
768
MUFG Securities EMEA
United Kingdom
$65K +$65K +885 New
FHA
769
First Horizon Advisors
Tennessee
$64.6K +$28.2K +383 +77%
SVWA
770
Sarver Vrooman Wealth Advisors
Missouri
$63.5K -$29.7K -404 -32%
SIM
771
Sentry Investment Management
Wisconsin
$62K – – –
PB
772
Pinnacle Bancorp
Nebraska
$60.9K – – –
OL
773
OneFund LLC
Florida
$57K +$57K +777 New
WA
774
WPG Advisers
Maryland
$55.8K -$16.5K -224 -23%
PP
775
PFS Partners
New Jersey
$53.8K +$441 +6 +0.8%
29 30
31
32 33