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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
RBI
826
Raiffeisen Bank International
Austria
$17K
BF
827
BOK Financial
Oklahoma
$16.9K
SCA
828
Stuart Chaussee & Associates
California
$16.6K
IP
829
Isthmus Partners
Wisconsin
$16.2K
FMII
830
Farmers & Merchants Investments Inc
Nebraska
$15.6K
DJSG
831
D.J. St. Germain
Massachusetts
$15.2K
HIMS
832
Hager Investment Management Services
New Hampshire
$15.2K
TWD
833
True Wealth Design
Ohio
$15.2K
PAM
834
Palisade Asset Management
Minnesota
$14.7K
BDPWM
835
Barnes Dennig Private Wealth Management
Ohio
$14.6K
GFWA
836
Grey Fox Wealth Advisors
Delaware
$14.6K
BGAI
837
Bruce G. Allen Investments
Colorado
$13.6K
MHR
838
Matthew Hamilton Rosenberg
$13.2K
APW
839
Aventura Private Wealth
Florida
$12.9K
CA
840
Crewe Advisors
Utah
$12.9K
SC
841
Solstein Capital
California
$12.9K
SL
842
Salomon & Ludwin
Virginia
$12.8K
SA
843
SRH Advisors
Kansas
$12.5K
AWM
844
Accredited Wealth Management
Kentucky
$12.3K
GWSA
845
Global Wealth Strategies & Associates
Colorado
$12.3K
MCM
846
Manchester Capital Management
Vermont
$11.5K
HBW
847
Hazlett, Burt & Watson
West Virginia
$11K
LFA
848
LGT Financial Advisors
Texas
$10.6K
FMP
849
Financial Management Professionals
Texas
$10.5K
GKIM
850
GW&K Investment Management
Massachusetts
$10K