We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

930 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, 312 increasing their positions, 359 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.1M

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

1% more funds holding

Funds holding: 919 → 930 (+11)

2% more capital invested

Capital invested by funds: $18.7B → $19B (+$288M)

2.42% less ownership

Funds ownership: 67.16% → 64.73% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 359

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

Holders
930
Holders Change
+11
Holders Change %
+1.2%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
102
Increased
312
Reduced
359
Closed
79
Calls
$22.4M
Puts
$3.1M
Net Calls
+$19.3M
Net Calls Change
+$12.4M

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$634M
2
Invesco
Invesco
Georgia
+$87.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$168M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$114M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$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
CH
776
Cromwell Holdings
Wyoming
$68.9K – – –
HFS
777
Hantz Financial Services
Michigan
$67K +$41.5K +583 +199%
CA
778
Clearstead Advisors
Ohio
$66.9K -$26.8K -377 -30%
SVWA
779
Sarver Vrooman Wealth Advisors
Missouri
$66.2K – – –
GRP
780
Global Retirement Partners
California
$63.9K -$19.4K -273 -25%
PB
781
Pinnacle Bancorp
Nebraska
$63.5K – – –
MPWT
782
MassMutual Private Wealth & Trust
Connecticut
$62.8K -$6.41K -90 -10%
OL
783
OneFund LLC
Florida
$61.8K +$2.06K +29 +4%
RFP
784
Root Financial Partners
California
$59.8K +$55.5K +780 New
NS
785
NBC Securities
Alabama
$59.5K -$24.5K -344 -31%
TCM
786
TruNorth Capital Management
Michigan
$59.1K +$54.9K +771 New
TSMHT
787
Thurston Springer Miller Herd & Titak
Indiana
$58.3K -$400K -5,615 -88%
WA
788
WPG Advisers
Maryland
$58.2K – – –
SIM
789
Sentry Investment Management
Wisconsin
$58K -$9.54K -134 -15%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.9K +$9.82K +138 +22%
PP
791
PFS Partners
New Jersey
$56.2K +$71 +1 +0.1%
PFBT
792
Parkside Financial Bank & Trust
Missouri
$54.5K -$926 -13 -2%
RFG
793
REAP Financial Group
Texas
$52.9K +$4.06K +57 +9%
DCM
794
Davis Capital Management
Florida
$52.3K +$48.6K +682 New
MCM
795
MAI Capital Management
Ohio
$51.8K -$22.1K -311 -32%
CT
796
Colonial Trust
South Carolina
$51.5K +$427 +6 +0.9%
OIA
797
Optimum Investment Advisors
Illinois
$50.7K – – –
TC
798
Trust Company
Kansas
$50.3K – – –
HWM
799
Hemington Wealth Management
Virginia
$50K – – –
CT
800
Coastline Trust
Rhode Island
$47.7K – – –
30 31
32
33 34

WRB Hedge Fund Activity: Q3 2025 in Review

930 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WRB positions and 79 closed out — a net gain of 23 holders — while 312 added to existing stakes and 359 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.

  • 930 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $19B of W.R. Berkley stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 102 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
  • The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.