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W.R. Berkley
WRB

Overview Fund Activity

900 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, 345 increasing their positions, 330 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
99
Increased
345
Reduced
330
Closed
81
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$188M
2
BlackRock
BlackRock
New York
+$79M
3
FGP
Freestone Grove Partners
California
+$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
UBS AM
UBS AM
Illinois
-$154M
3
Bank of America
Bank of America
North Carolina
-$58.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$51.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
851
First Command Advisory Services
Texas
$5.14K – – –
HHMI
852
Howard Hughes Medical Institute
Maryland
$4.7K +$4.7K +64 New
MCA
853
Maryland Capital Advisors
Maryland
$4.48K +$4.48K +61 New
FC
854
Family CFO
California
$4.41K +$4.41K +60 New
DPW
855
DiNuzzo Private Wealth
Pennsylvania
$4.19K -$147 -2 -3%
AW
856
Avion Wealth
Texas
$4K +$852 +13 +27%
SS
857
SBI Securities
Japan
$3.97K +$1.4K +19 +54%
LWMI
858
Legacy Wealth Management (Idaho)
Idaho
$3.89K -$1.03K -14 -21%
LIS
859
Legacy Investment Solutions
Idaho
$3.89K +$3.89K +53 New
S
860
Sachetta
Massachusetts
$3.38K – – –
CPG
861
Cornerstone Planning Group
New Jersey
$3.36K +$1.96K +28 +140%
FUBT
862
First United Bank & Trust
Maryland
$3.16K – – –
HFS
863
Horizon Financial Services
North Carolina
$3.09K +$1.4K +19 +83%
FPB
864
First PREMIER Bank
South Dakota
$3K – – –
WCM
865
WealthTrak Capital Management
Virginia
$2.94K +$735 +10 +33%
HFS
866
Hughes Financial Services
Virginia
$2.68K +$494 +7 +23%
FNWA
867
Financial Network Wealth Advisors
Utah
$2.5K -$1.4K -19 -36%
SRCM
868
Signature Resources Capital Management
California
$2.5K +$2.5K +34 New
CIAS
869
CBIZ Investment Advisory Services
Ohio
$2.28K +$2.28K +31 New
MHR
870
Matthew Hamilton Rosenberg
$2.2K – – –
SIC
871
SJS Investment Consulting
Ohio
$2.13K -$1.54K -21 -42%
HFM
872
Harvest Fund Management
China
$2K – – –
RA
873
Rise Advisors
New York
$1.98K +$514 +7 +35%
KG
874
Kilter Group
New York
$1.98K +$1.98K +27 New
DF
875
Dunhill Financial
United Kingdom
$1.94K -$74 -1 -4%
33 34
35
36 37