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W.R. Berkley
WRB

Overview Fund Activity

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$368M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$188M
3
BlackRock
3
BlackRock
New York
$1.85B
4
FGP
4
Freestone Grove Partners
California
$63M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
776
Hemington Wealth Management
Virginia
$48K 657 +21 +3%
RCM
777
Raleigh Capital Management
North Carolina
$47.5K 646 -83 -11%
RFG
778
REAP Financial Group
Texas
$46.5K 633 +378 +148%
CT
779
Coastline Trust
Rhode Island
$45.7K 622 – –
JFGIW
780
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.4K 618 -846 -58%
WA
781
Whipplewood Advisors
Colorado
$45.3K 616 +368 +148%
CSP
782
Cary Street Partners
Virginia
$43.1K 586 +512 +692%
KGP
783
Keystone Global Partners
Colorado
$42.8K 582 – –
NEWAS
784
N.E.W. Advisory Services
Wisconsin
$36.8K 501 – –
AAG
785
Armstrong Advisory Group
Massachusetts
$36.8K 500 -119 -19%
CFO
786
CVA Family Office
Colorado
$35K 477 -52 -10%
MYIA
787
Mount Yale Investment Advisors
Colorado
$33.8K 460 +460 New
FMP
788
Financial Management Professionals
Texas
$33.2K 452 +3 +0.7%
LFG
789
Larson Financial Group
Missouri
$32.3K 440 +314 +249%
GC
790
Garde Capital
Washington
$31.2K 424 – –
CFS
791
CGC Financial Services
Oregon
$30.9K 421 – –
BWL
792
Bogart Wealth LLC
Virginia
$29.7K 404 +7 +2%
DMBA
793
Deseret Mutual Benefit Administrators
Utah
$27.8K 379 – –
PAI
794
Pittenger & Anderson Inc
Nebraska
$27.6K 375 – –
PWA
795
Physician Wealth Advisors
Utah
$27.4K 373 – –
TFIPS
796
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.2K 370 +370 New
TPWA
797
Twin Peaks Wealth Advisors
California
$27K 386 +386 New
HNB
798
Hilltop National Bank
Wyoming
$26.7K 364 +364 New
BA
799
Bellwether Advisors
Nebraska
$25.3K 344 +344 New
PWMG
800
Prestige Wealth Management Group
New Jersey
$25.1K 341 – –
30 31
32
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