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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
FIM
751
FWL Investment Management
Texas
$105K
QC
752
Quent Capital
New York
$105K
HIA
753
Harbor Investment Advisory
Maryland
$103K
AAS
754
Ameritas Advisory Services
Nebraska
$101K
CVM
755
Cheviot Value Management
California
$98K
FFO
756
Fortitude Family Office
Arizona
$97.5K
WBC
757
Westpac Banking Corp
Australia
$96.3K
AFWM
758
Abich Financial Wealth Management
Virginia
$96.1K
CIAM
759
Caitong International Asset Management
Hong Kong
$92.3K
PW
760
Pandora Wealth
Illinois
$89.4K
EWM
761
Evermay Wealth Management
Virginia
$85K
C
762
Covestor
United Kingdom
$81K
CAL
763
Capital Advisors Ltd
Ohio
$81K
DSC
764
Duncker Streett & Co
Missouri
$77.5K
CWM
765
Crowley Wealth Management
Delaware
$77.5K
MWPCG
766
Measured Wealth Private Client Group
New Hampshire
$75.9K
Walleye Capital
767
Walleye Capital
New York
$74.5K
MAS
768
MPWM Advisory Solutions
Georgia
$69K
CH
769
Cromwell Holdings
Wyoming
$68.9K
HFS
770
Hantz Financial Services
Michigan
$67K
CA
771
Clearstead Advisors
Ohio
$66.9K
SVWA
772
Sarver Vrooman Wealth Advisors
Missouri
$66.2K
GRP
773
Global Retirement Partners
California
$63.9K
PB
774
Pinnacle Bancorp
Nebraska
$63.5K
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$62.8K