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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
IP
826
Isthmus Partners
Wisconsin
$16.2K
FMII
827
Farmers & Merchants Investments Inc
Nebraska
$15.6K
DJSG
828
D.J. St. Germain
Massachusetts
$15.2K
HIMS
829
Hager Investment Management Services
New Hampshire
$15.2K
TWD
830
True Wealth Design
Ohio
$15.2K
PAM
831
Palisade Asset Management
Minnesota
$14.7K
BDPWM
832
Barnes Dennig Private Wealth Management
Ohio
$14.6K
GFWA
833
Grey Fox Wealth Advisors
Delaware
$14.6K
BGAI
834
Bruce G. Allen Investments
Colorado
$13.6K
MHR
835
Matthew Hamilton Rosenberg
$13.2K
APW
836
Aventura Private Wealth
Florida
$12.9K
CA
837
Crewe Advisors
Utah
$12.9K
SC
838
Solstein Capital
California
$12.9K
SL
839
Salomon & Ludwin
Virginia
$12.8K
SA
840
SRH Advisors
Kansas
$12.5K
AWM
841
Accredited Wealth Management
Kentucky
$12.3K
GWSA
842
Global Wealth Strategies & Associates
Colorado
$12.3K
MCM
843
Manchester Capital Management
Vermont
$11.5K
HBW
844
Hazlett, Burt & Watson
West Virginia
$11K
LFA
845
LGT Financial Advisors
Texas
$10.6K
FMP
846
Financial Management Professionals
Texas
$10.5K
GKIM
847
GW&K Investment Management
Massachusetts
$10K
CCM
848
Cloud Capital Management
Washington
$10K
SC
849
SouthState Corp
Florida
$9.65K
CIAS
850
CBIZ Investment Advisory Services
Ohio
$8.96K