WRB icon

W.R. Berkley

911 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 348 increasing their positions, 334 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.6M
Puts
$6.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
851
Cherry Tree Wealth Management
Minnesota
$7.93K
KFI
852
Key Financial Inc
Pennsylvania
$7.79K
MCM
853
MV Capital Management
Maryland
$7.71K
WWM
854
Wolff Wiese Magana
California
$7.42K
TIM
855
Tortoise Investment Management
New York
$7.27K
OAJ
856
Ogorek Anthony Joseph
New York
$7K
FDCP
857
Foster Dykema Cabot & Partners
Massachusetts
$6.83K
OP
858
ORG Partners
Indiana
$6.12K
AGWCA
859
Annis Gardner Whiting Capital Advisors
Florida
$5.8K
MWM
860
MorganRosel Wealth Management
Colorado
$5.36K
FCAS
861
First Command Advisory Services
Texas
$5.14K
HHMI
862
Howard Hughes Medical Institute
Maryland
$4.7K
MCA
863
Maryland Capital Advisors
Maryland
$4.48K
FC
864
Family CFO
California
$4.41K
DPW
865
DiNuzzo Private Wealth
Pennsylvania
$4.19K
AW
866
Avion Wealth
Texas
$4K
SS
867
SBI Securities
Japan
$3.97K
LWMI
868
Legacy Wealth Management (Idaho)
Idaho
$3.89K
LIS
869
Legacy Investment Solutions
Idaho
$3.89K
S
870
Sachetta
Massachusetts
$3.38K
CPG
871
Cornerstone Planning Group
New Jersey
$3.36K
FUBT
872
First United Bank & Trust
Maryland
$3.16K
HFS
873
Horizon Financial Services
North Carolina
$3.09K
FPB
874
First PREMIER Bank
South Dakota
$3K
WCM
875
WealthTrak Capital Management
Virginia
$2.94K