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W.R. Berkley

925 hedge funds and large institutions have $19B invested in W.R. Berkley in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 311 increasing their positions, 357 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.09%64.65% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.4M
Puts
$3.1M
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$105M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
WP
Woodline Partners
California
-$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
851
Cloud Capital Management
Washington
$10K
SC
852
SouthState Corp
Florida
$9.65K
CIAS
853
CBIZ Investment Advisory Services
Ohio
$8.96K
DIP
854
DT Investment Partners
Pennsylvania
$8.58K
FUBT
855
First United Bank & Trust
Maryland
$8.43K
CTWM
856
Cherry Tree Wealth Management
Minnesota
$8.28K
OAJ
857
Ogorek Anthony Joseph
New York
$8K
KFI
858
Key Financial Inc
Pennsylvania
$7.99K
TIM
859
Tortoise Investment Management
New York
$7.89K
MCM
860
MV Capital Management
Maryland
$7.82K
WWM
861
Wolff Wiese Magana
California
$7.74K
RDFA
862
Ritter Daniher Financial Advisory
Ohio
$7.51K
CTA
863
Colonial Trust Advisors
South Carolina
$7.43K
CJ
864
Caitlin John
Michigan
$7.36K
FDCP
865
Foster Dykema Cabot & Partners
Massachusetts
$7.13K
CWP
866
Clark Wealth Partners
Illinois
$6.94K
ZBNA
867
Zions Bancorporation, National Association
Utah
$6.9K
SIC
868
SJS Investment Consulting
Ohio
$6.67K
FGAM
869
Financial Gravity Asset Management
Texas
$6.3K
MWM
870
Mascoma Wealth Management
New Hampshire
$5.75K
CSP
871
Cary Street Partners
Virginia
$5.75K
FCAS
872
First Command Advisory Services
Texas
$5.36K
AW
873
Avion Wealth
Texas
$5K
HHMI
874
Howard Hughes Medical Institute
Maryland
$4.9K
HWA
875
Heartwood Wealth Advisors
Virginia
$4.14K