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W.R. Berkley
WRB

930 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, 312 increasing their positions, 359 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.1M

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

1% more funds holding

Funds holding: 919 → 930 (+11)

2% more capital invested

Capital invested by funds: $18.7B → $19B (+$288M)

2.42% less ownership

Funds ownership: 67.16% → 64.73% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 359

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

Holders
930
Holders Change
+11
Holders Change %
+1.2%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
102
Increased
312
Reduced
359
Closed
79
Calls
$22.4M
Puts
$3.1M
Net Calls
+$19.3M
Net Calls Change
+$12.4M

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$634M
2
Invesco
Invesco
Georgia
+$87.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$168M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$114M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$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
FC
826
Financial Consulate
Maryland
$18.5K +$17.2K +241 New
HFS
827
Horizon Financial Services
North Carolina
$17.9K +$13.7K +192 +457%
LFG
828
Larson Financial Group
Missouri
$17.2K -$15.3K -215 -49%
PGAM
829
Princeton Global Asset Management
New Jersey
$17.2K – – –
RBI
830
Raiffeisen Bank International
Austria
$17K +$15.9K +223 New
BF
831
BOK Financial
Oklahoma
$16.9K – – –
SCA
832
Stuart Chaussee & Associates
California
$16.6K – – –
IP
833
Isthmus Partners
Wisconsin
$16.2K -$180K -2,533 -1%
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$15.6K – – –
DJSG
835
D.J. St. Germain
Massachusetts
$15.2K – – –
HIMS
836
Hager Investment Management Services
New Hampshire
$15.2K +$14.2K +199 New
TWD
837
True Wealth Design
Ohio
$15.2K +$2.71K +38 +24%
PAM
838
Palisade Asset Management
Minnesota
$14.7K +$13.7K +192 New
BDPWM
839
Barnes Dennig Private Wealth Management
Ohio
$14.6K – – –
GFWA
840
Grey Fox Wealth Advisors
Delaware
$14.6K +$13.5K +190 New
BGAI
841
Bruce G. Allen Investments
Colorado
$13.6K – – –
MHR
842
Matthew Hamilton Rosenberg
$13.2K +$10.2K +143 +477%
APW
843
Aventura Private Wealth
Florida
$12.9K +$11.4K +160 +1,778%
CA
844
Crewe Advisors
Utah
$12.9K +$12K +168 New
SC
845
Solstein Capital
California
$12.9K -$1.85K -26 -13%
EP
846
Essential Partners
California
$12.8K -$24.3K -342 -67%
SL
847
Salomon & Ludwin
Virginia
$12.8K +$11.8K +166 New
SA
848
SRH Advisors
Kansas
$12.5K – – –
AWM
849
Accredited Wealth Management
Kentucky
$12.3K +$39.3K +552 +345%
GWSA
850
Global Wealth Strategies & Associates
Colorado
$12.3K – – –
32 33
34
35 36

WRB Hedge Fund Activity: Q3 2025 in Review

930 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WRB positions and 79 closed out — a net gain of 23 holders — while 312 added to existing stakes and 359 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.

  • 930 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $19B of W.R. Berkley stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 102 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
  • The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.