W.R. Berkley
919 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 350 increasing their positions, 338 reducing their positions, and 82 closing their positions.
103% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $6.71M
21% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 82
4% more repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 338
1% more funds holding
Funds holding: 912 → 919 (+7)
0% more capital invested
Capital invested by funds: $18.7B → $18.7B (+$46.7M)
2.01% less ownership
Funds ownership: 69.16% → 67.16% (-2%)
24% less funds holding in top 10
Funds holding in top 10: 29 → 22 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$184M |
| 2 |
BlackRock
New York
|
+$77.1M |
| 3 |
FGP
Freestone Grove Partners
San Francisco,
California
|
+$61.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.8M |
| 5 |
JP Morgan Chase
New York
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$183M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$150M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$57.4M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$50.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$49.5M |
WRB Hedge Fund Activity: Q2 2025 in Review
919 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2025, worth a combined $18.7B — up 0.25% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WRB positions and 82 closed out — a net gain of 17 holders — while 350 added to existing stakes and 338 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $184M. The largest seller was Morgan Stanley, cutting an estimated $183M.
- 919 institutional investors held W.R. Berkley (WRB) as of Q2 2025, up from 912 in Q1 2025.
- Funds reported $18.7B of W.R. Berkley stock for Q2 2025, up 0.25% quarter-over-quarter.
- 99 funds opened new W.R. Berkley positions in Q2 2025 and 82 closed out, a net change of +17 holders.
- The largest W.R. Berkley buyer in Q2 2025 was Balyasny Asset Management, an estimated $184M added.
- The largest W.R. Berkley seller in Q2 2025 was Morgan Stanley, an estimated $183M sold.
Based on aggregated 13F filings for Q2 2025.