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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
SSG
801
Summit Securities Group
New York
$39.6K
NEWAS
802
N.E.W. Advisory Services
Wisconsin
$38.4K
AAG
803
Armstrong Advisory Group
Massachusetts
$35.4K
CFO
804
CVA Family Office
Colorado
$35.2K
CCA
805
Catalyst Capital Advisors
New York
$33.3K
BWL
806
Bogart Wealth LLC
Virginia
$32.9K
CFS
807
CGC Financial Services
Oregon
$32.3K
PAI
808
Pittenger & Anderson Inc
Nebraska
$28.7K
HNB
809
Hilltop National Bank
Wyoming
$27.9K
CT
810
Clearstead Trust
Maine
$27.9K
PWMG
811
Prestige Wealth Management Group
New Jersey
$26.1K
CFS
812
Compass Financial Services
Iowa
$25.9K
FFA
813
Frazier Financial Advisors
Ohio
$25.8K
CMBA
814
C.M. Bidwell & Associates
Hawaii
$24.9K
CA
815
CoreCap Advisors
Michigan
$24.8K
ADL
816
Asset Dedication LLC
California
$23.8K
DMBA
817
Deseret Mutual Benefit Administrators
Utah
$23.6K
PWMG
818
Private Wealth Management Group
New Jersey
$23K
FC
819
Financial Consulate
Maryland
$18.5K
HFS
820
Horizon Financial Services
North Carolina
$17.9K
LFG
821
Larson Financial Group
Missouri
$17.2K
PGAM
822
Princeton Global Asset Management
New Jersey
$17.2K
RBI
823
Raiffeisen Bank International
Austria
$17K
BF
824
BOK Financial
Oklahoma
$16.9K
SCA
825
Stuart Chaussee & Associates
California
$16.6K