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W.R. Berkley

926 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, 311 increasing their positions, 357 reducing their positions, and 79 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.1%64.66% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
926
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 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$105M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
WP
Woodline Partners
California
-$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
776
Sarver Vrooman Wealth Advisors
Missouri
$66.2K
GRP
777
Global Retirement Partners
California
$63.9K
PB
778
Pinnacle Bancorp
Nebraska
$63.5K
MPWT
779
MassMutual Private Wealth & Trust
Connecticut
$62.8K
OL
780
OneFund LLC
Florida
$61.8K
RFP
781
Root Financial Partners
California
$59.8K
NS
782
NBC Securities
Alabama
$59.5K
TCM
783
TruNorth Capital Management
Michigan
$59.1K
TSMHT
784
Thurston Springer Miller Herd & Titak
Indiana
$58.3K
WA
785
WPG Advisers
Maryland
$58.2K
SIM
786
Sentry Investment Management
Wisconsin
$58K
JFGIW
787
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.9K
PP
788
PFS Partners
New Jersey
$56.2K
PFBT
789
Parkside Financial Bank & Trust
Missouri
$54.5K
RFG
790
REAP Financial Group
Texas
$52.9K
DCM
791
Davis Capital Management
Florida
$52.3K
MCM
792
MAI Capital Management
Ohio
$51.8K
CT
793
Colonial Trust
South Carolina
$51.5K
OIA
794
Optimum Investment Advisors
Illinois
$50.7K
TC
795
Trust Company
Kansas
$50.3K
HWM
796
Hemington Wealth Management
Virginia
$50K
CT
797
Coastline Trust
Rhode Island
$47.7K
RCM
798
Raleigh Capital Management
North Carolina
$46.9K
Loomis, Sayles & Company
799
Loomis, Sayles & Company
Massachusetts
$46.7K
TFIPS
800
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46K