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W.R. Berkley

925 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: 67.09%64.65% (-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
925
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
PWA
801
Physician Wealth Advisors
Utah
$40.1K
WSFS
802
Wilmington Savings Fund Society
Delaware
$39.9K
WIM
803
Westside Investment Management
California
$39.8K
SSG
804
Summit Securities Group
New York
$39.6K
NEWAS
805
N.E.W. Advisory Services
Wisconsin
$38.4K
AAG
806
Armstrong Advisory Group
Massachusetts
$35.4K
CFO
807
CVA Family Office
Colorado
$35.2K
CCA
808
Catalyst Capital Advisors
New York
$33.3K
BWL
809
Bogart Wealth LLC
Virginia
$32.9K
CFS
810
CGC Financial Services
Oregon
$32.3K
PAI
811
Pittenger & Anderson Inc
Nebraska
$28.7K
HNB
812
Hilltop National Bank
Wyoming
$27.9K
CT
813
Clearstead Trust
Maine
$27.9K
PWMG
814
Prestige Wealth Management Group
New Jersey
$26.1K
CFS
815
Compass Financial Services
Iowa
$25.9K
FFA
816
Frazier Financial Advisors
Ohio
$25.8K
CMBA
817
C.M. Bidwell & Associates
Hawaii
$24.9K
CA
818
CoreCap Advisors
Michigan
$24.8K
ADL
819
Asset Dedication LLC
California
$23.8K
DMBA
820
Deseret Mutual Benefit Administrators
Utah
$23.6K
PWMG
821
Private Wealth Management Group
New Jersey
$23K
FC
822
Financial Consulate
Maryland
$18.5K
HFS
823
Horizon Financial Services
North Carolina
$17.9K
LFG
824
Larson Financial Group
Missouri
$17.2K
PGAM
825
Princeton Global Asset Management
New Jersey
$17.2K