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W.R. Berkley
WRB

Overview Fund Activity

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$368M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$188M
3
BlackRock
3
BlackRock
New York
$1.85B
4
FGP
4
Freestone Grove Partners
California
$63M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
851
SBI Securities
Japan
$3.97K 54 +19 +54%
LWMI
852
Legacy Wealth Management (Idaho)
Idaho
$3.89K 53 -14 -21%
LIS
853
Legacy Investment Solutions
Idaho
$3.89K 53 +53 New
S
854
Sachetta
Massachusetts
$3.38K 46 – –
CPG
855
Cornerstone Planning Group
New Jersey
$3.36K 48 +28 +140%
FUBT
856
First United Bank & Trust
Maryland
$3.16K 43 – –
HFS
857
Horizon Financial Services
North Carolina
$3.09K 42 +19 +83%
FPB
858
First PREMIER Bank
South Dakota
$3K 43 – –
WCM
859
WealthTrak Capital Management
Virginia
$2.94K 40 +10 +33%
HFS
860
Hughes Financial Services
Virginia
$2.68K 38 +7 +23%
FNWA
861
Financial Network Wealth Advisors
Utah
$2.5K 34 -19 -36%
SRCM
862
Signature Resources Capital Management
California
$2.5K 34 +34 New
CIAS
863
CBIZ Investment Advisory Services
Ohio
$2.28K 31 +31 New
MHR
864
Matthew Hamilton Rosenberg
$2.2K 30 – –
SIC
865
SJS Investment Consulting
Ohio
$2.13K 29 -21 -42%
HFM
866
Harvest Fund Management
China
$2K 31 – –
RA
867
Rise Advisors
New York
$1.98K 27 +7 +35%
KG
868
Kilter Group
New York
$1.98K 27 +27 New
DF
869
Dunhill Financial
United Kingdom
$1.94K 26 -1 -4%
JGIA
870
Jackson Grant Investment Advisers
Connecticut
$1.76K 24 – –
AWM
871
Activest Wealth Management
Florida
$1.76K 24 +11 +85%
BHWM
872
Bay Harbor Wealth Management
Maryland
$1.55K 21 +10 +91%
CWA
873
Carolina Wealth Advisors
South Carolina
$1.54K 21 – –
PA
874
Pineridge Advisors
Missouri
$1.33K 18 +18 New
PWM
875
Parkworth Wealth Management
California
$1.25K 17 +8 +89%
33 34
35
36 37