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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 %
PFBT
776
Parkside Financial Bank & Trust
Missouri
$53.2K +$7.13K +97 +15%
TIM
777
Total Investment Management
Arizona
$52K +$52K +708 New
HC
778
Hoese & Co
Minnesota
$49.6K – – –
CT
779
Colonial Trust
South Carolina
$48.9K – – –
OIA
780
Optimum Investment Advisors
Illinois
$48.6K -$110K -1,500 -69%
TC
781
Trust Company
Kansas
$48.3K – – –
HWM
782
Hemington Wealth Management
Virginia
$48K +$1.53K +21 +3%
RCM
783
Raleigh Capital Management
North Carolina
$47.5K -$6.1K -83 -11%
RFG
784
REAP Financial Group
Texas
$46.5K +$27.8K +378 +148%
CT
785
Coastline Trust
Rhode Island
$45.7K – – –
JFGIW
786
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.4K -$62.2K -846 -58%
WA
787
Whipplewood Advisors
Colorado
$45.3K +$27K +368 +148%
CSP
788
Cary Street Partners
Virginia
$43.1K +$37.6K +512 +692%
KGP
789
Keystone Global Partners
Colorado
$42.8K – – –
NEWAS
790
N.E.W. Advisory Services
Wisconsin
$36.8K – – –
AAG
791
Armstrong Advisory Group
Massachusetts
$36.8K -$8.75K -119 -19%
CFO
792
CVA Family Office
Colorado
$35K -$3.82K -52 -10%
MYIA
793
Mount Yale Investment Advisors
Colorado
$33.8K +$33.8K +460 New
FMP
794
Financial Management Professionals
Texas
$33.2K +$220 +3 +0.7%
LFG
795
Larson Financial Group
Missouri
$32.3K +$23.1K +314 +249%
GC
796
Garde Capital
Washington
$31.2K – – –
CFS
797
CGC Financial Services
Oregon
$30.9K – – –
BWL
798
Bogart Wealth LLC
Virginia
$29.7K +$514 +7 +2%
DMBA
799
Deseret Mutual Benefit Administrators
Utah
$27.8K – – –
PAI
800
Pittenger & Anderson Inc
Nebraska
$27.6K – – –
30 31
32
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