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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
OL
776
OneFund LLC
Florida
$61.8K
RFP
777
Root Financial Partners
California
$59.8K
NS
778
NBC Securities
Alabama
$59.5K
TCM
779
TruNorth Capital Management
Michigan
$59.1K
TSMHT
780
Thurston Springer Miller Herd & Titak
Indiana
$58.3K
WA
781
WPG Advisers
Maryland
$58.2K
SIM
782
Sentry Investment Management
Wisconsin
$58K
JFGIW
783
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.9K
PP
784
PFS Partners
New Jersey
$56.2K
PFBT
785
Parkside Financial Bank & Trust
Missouri
$54.5K
RFG
786
REAP Financial Group
Texas
$52.9K
DCM
787
Davis Capital Management
Florida
$52.3K
MCM
788
MAI Capital Management
Ohio
$51.8K
CT
789
Colonial Trust
South Carolina
$51.5K
OIA
790
Optimum Investment Advisors
Illinois
$50.7K
TC
791
Trust Company
Kansas
$50.3K
HWM
792
Hemington Wealth Management
Virginia
$50K
CT
793
Coastline Trust
Rhode Island
$47.7K
RCM
794
Raleigh Capital Management
North Carolina
$46.9K
Loomis, Sayles & Company
795
Loomis, Sayles & Company
Massachusetts
$46.7K
TFIPS
796
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46K
SWP
797
Strategic Wealth Partners
Ohio
$40.2K
PWA
798
Physician Wealth Advisors
Utah
$40.1K
WSFS
799
Wilmington Savings Fund Society
Delaware
$39.9K
WIM
800
Westside Investment Management
California
$39.8K