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W.R. Berkley
WRB

Overview Fund Activity

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$318M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$186M
3
Wells Fargo
Wells Fargo
California
$292M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$69.7M
5
UBS Group
UBS Group
Switzerland
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.12B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$619M
4
Millennium Management
Millennium Management
New York
$10.7M
5
Goldman Sachs
Goldman Sachs
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
851
Annis Gardner Whiting Capital Advisors
Florida
$6.9K +$3.27K +46 +90%
FDCP
852
Foster Dykema Cabot & Partners
Massachusetts
$6.62K – – –
BT
853
Banque Transatlantique
France
$5.54K +$5.54K +85 New
TIM
854
Tortoise Investment Management
New York
$5.48K -$87.9K -1,236 -94%
CSP
855
Cary Street Partners
Virginia
$5.27K +$5.27K +74 New
MWM
856
MorganRosel Wealth Management
Colorado
$5.2K +$5.2K +73 New
FCAS
857
First Command Advisory Services
Texas
$4.98K +$4.98K +70 New
LWMI
858
Legacy Wealth Management (Idaho)
Idaho
$4.77K – – –
DPW
859
DiNuzzo Private Wealth
Pennsylvania
$4.2K +$285 +4 +7%
FNWA
860
Financial Network Wealth Advisors
Utah
$3.77K +$2.07K +29 +121%
SIC
861
SJS Investment Consulting
Ohio
$3.56K +$142 +2 +4%
S
862
Sachetta
Massachusetts
$3.27K – – –
FUBT
863
First United Bank & Trust
Maryland
$3.06K +$3.06K +43 New
FPB
864
First PREMIER Bank
South Dakota
$3K – – –
FMTCOCP
865
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K +$3K +45 New
ACM
866
Aster Capital Management
United Arab Emirates
$2.84K -$87.5K -1,387 -97%
SS
867
SBI Securities
Japan
$2.49K +$783 +11 +46%
M
868
MOTCO
Texas
$2.42K +$2.42K +34 New
HFS
869
Hughes Financial Services
Virginia
$2.18K +$2.18K +31 New
MHR
870
Matthew Hamilton Rosenberg
$2.14K +$427 +6 +25%
WCM
871
WealthTrak Capital Management
Virginia
$2.14K +$1.42K +20 +200%
AW
872
Avion Wealth
Texas
$2K – – –
HFM
873
Harvest Fund Management
China
$2K +$2K +31 New
DF
874
Dunhill Financial
United Kingdom
$1.9K -$1.13K -16 -37%
RJA
875
Ross\Johnson & Associates
Minnesota
$1.78K +$1.78K +25 New
33 34
35
36 37