We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

930 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, 312 increasing their positions, 359 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.1M

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

1% more funds holding

Funds holding: 919 → 930 (+11)

2% more capital invested

Capital invested by funds: $18.7B → $19B (+$288M)

2.42% less ownership

Funds ownership: 67.16% → 64.73% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 359

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

Holders
930
Holders Change
+11
Holders Change %
+1.2%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
102
Increased
312
Reduced
359
Closed
79
Calls
$22.4M
Puts
$3.1M
Net Calls
+$19.3M
Net Calls Change
+$12.4M

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$634M
2
Invesco
Invesco
Georgia
+$87.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$168M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$114M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$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
MCM
851
Manchester Capital Management
Vermont
$11.5K -$55.8K -784 -84%
HBW
852
Hazlett, Burt & Watson
West Virginia
$11K +$10.7K +150 New
LFA
853
LGT Financial Advisors
Texas
$10.6K +$71 +1 +0.7%
FMP
854
Financial Management Professionals
Texas
$10.5K -$22.4K -315 -70%
GKIM
855
GW&K Investment Management
Massachusetts
$10K – – –
CCM
856
Cloud Capital Management
Washington
$10K +$9.68K +136 New
SC
857
SouthState Corp
Florida
$9.65K -$2.06K -29 -19%
CIAS
858
CBIZ Investment Advisory Services
Ohio
$8.96K +$6.12K +86 +277%
DIP
859
DT Investment Partners
Pennsylvania
$8.58K – – –
FUBT
860
First United Bank & Trust
Maryland
$8.43K +$4.77K +67 +156%
CTWM
861
Cherry Tree Wealth Management
Minnesota
$8.28K – – –
OAJ
862
Ogorek Anthony Joseph
New York
$8K – – –
KFI
863
Key Financial Inc
Pennsylvania
$7.99K – – –
TIM
864
Tortoise Investment Management
New York
$7.89K +$285 +4 +4%
MCM
865
MV Capital Management
Maryland
$7.82K -$214 -3 -3%
WWM
866
Wolff Wiese Magana
California
$7.74K – – –
RDFA
867
Ritter Daniher Financial Advisory
Ohio
$7.51K +$6.98K +98 New
CTA
868
Colonial Trust Advisors
South Carolina
$7.43K +$6.91K +97 New
CJ
869
Caitlin John
Michigan
$7.36K +$6.83K +96 New
FDCP
870
Foster Dykema Cabot & Partners
Massachusetts
$7.13K – – –
CWP
871
Clark Wealth Partners
Illinois
$6.94K +$285 +4 +4%
ZBNA
872
Zions Bancorporation, National Association
Utah
$6.9K -$12.4K -174 -66%
SIC
873
SJS Investment Consulting
Ohio
$6.67K +$4.13K +58 +200%
FGAM
874
Financial Gravity Asset Management
Texas
$6.3K +$5.84K +82 New
MWM
875
Mascoma Wealth Management
New Hampshire
$5.75K -$74.8K -1,050 -93%
33 34
35
36 37

WRB Hedge Fund Activity: Q3 2025 in Review

930 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WRB positions and 79 closed out — a net gain of 23 holders — while 312 added to existing stakes and 359 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.

  • 930 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $19B of W.R. Berkley stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 102 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
  • The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.