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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 %
PWA
801
Physician Wealth Advisors
Utah
$27.4K – – –
TFIPS
802
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.2K +$27.2K +370 New
TPWA
803
Twin Peaks Wealth Advisors
California
$27K +$27K +386 New
HNB
804
Hilltop National Bank
Wyoming
$26.7K +$26.7K +364 New
BA
805
Bellwether Advisors
Nebraska
$25.3K +$25.3K +344 New
PWMG
806
Prestige Wealth Management Group
New Jersey
$25.1K – – –
FFA
807
Frazier Financial Advisors
Ohio
$24.8K – – –
CT
808
Clearstead Trust
Maine
$23K +$5.36K +73 +30%
PWMG
809
Private Wealth Management Group
New Jersey
$22K – – –
HFS
810
Hantz Financial Services
Michigan
$22K +$5.86K +78 +36%
ZBNA
811
Zions Bancorporation, National Association
Utah
$19.4K -$73 -1 -0.4%
WIM
812
Westside Investment Management
California
$19.2K +$19.2K +264 New
CTC
813
Central Trust Company
Missouri
$18.8K -$11.4K -155 -38%
IFS
814
Intelligent Financial Strategies
Minnesota
$17K – – –
PGAM
815
Princeton Global Asset Management
New Jersey
$16.5K +$16.5K +225 New
BF
816
BOK Financial
Oklahoma
$16.2K – – –
SCA
817
Stuart Chaussee & Associates
California
$15.9K – – –
FMII
818
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
AAS
819
Ameritas Advisory Services
Nebraska
$14.8K +$14.8K +202 New
SSG
820
Summit Securities Group
New York
$14.8K +$14.8K +201 New
DJSG
821
D.J. St. Germain
Massachusetts
$14.6K – – –
ADL
822
Asset Dedication LLC
California
$14.6K – – –
SC
823
Solstein Capital
California
$14.3K +$14.3K +194 New
CIAM
824
Caitong International Asset Management
Hong Kong
$14K +$13.4K +183 +2,288%
HCA
825
Harbor Capital Advisors
Illinois
$14K +$14K +186 New
31 32
33
34 35