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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 %
BDPWM
826
Barnes Dennig Private Wealth Management
Ohio
$14K +$14K +190 New
MSWA
827
Marshall & Sterling Wealth Advisors
New York
$13.6K +$3.16K +43 +30%
AIP
828
Arrowpoint Investment Partners
Singapore
$13.2K +$13.2K +180 New
QL
829
Quarry LP
New York
$13.1K -$29.7K -404 -69%
BGAI
830
Bruce G. Allen Investments
Colorado
$13K -$1.32K -18 -9%
SA
831
SRH Advisors
Kansas
$12K – – –
TWD
832
True Wealth Design
Ohio
$11.8K +$955 +13 +9%
AWM
833
Accredited Wealth Management
Kentucky
$11.8K +$11.8K +160 New
GWSA
834
Global Wealth Strategies & Associates
Colorado
$11.8K – – –
SC
835
SouthState Corp
Florida
$11.4K +$2.43K +33 +27%
LFA
836
LGT Financial Advisors
Texas
$10.2K +$74 +1 +0.7%
NC
837
NewSquare Capital
Pennsylvania
$10.1K +$661 +9 +7%
GKIM
838
GW&K Investment Management
Massachusetts
$9K – – –
DIP
839
DT Investment Partners
Pennsylvania
$8.23K – – –
PPC
840
Park Place Capital
Alabama
$8.09K -$9.03K -124 -53%
CTWM
841
Cherry Tree Wealth Management
Minnesota
$7.94K – – –
KFI
842
Key Financial Inc
Pennsylvania
$7.79K – – –
MCM
843
MV Capital Management
Maryland
$7.72K +$220 +3 +3%
WWM
844
Wolff Wiese Magana
California
$7.42K – – –
TIM
845
Tortoise Investment Management
New York
$7.27K +$1.62K +22 +29%
OAJ
846
Ogorek Anthony Joseph
New York
$7K – – –
FDCP
847
Foster Dykema Cabot & Partners
Massachusetts
$6.83K – – –
OP
848
ORG Partners
Indiana
$6.12K +$6.12K +84 New
AGWCA
849
Annis Gardner Whiting Capital Advisors
Florida
$5.81K -$1.32K -18 -19%
MWM
850
MorganRosel Wealth Management
Colorado
$5.36K – – –
32 33
34
35 36