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W.R. Berkley

906 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 346 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
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
OAJ
851
Ogorek Anthony Joseph
New York
$7K
FDCP
852
Foster Dykema Cabot & Partners
Massachusetts
$6.83K
OP
853
ORG Partners
Indiana
$6.12K
AGWCA
854
Annis Gardner Whiting Capital Advisors
Florida
$5.8K
MWM
855
MorganRosel Wealth Management
Colorado
$5.36K
FCAS
856
First Command Advisory Services
Texas
$5.14K
HHMI
857
Howard Hughes Medical Institute
Maryland
$4.7K
MCA
858
Maryland Capital Advisors
Maryland
$4.48K
FC
859
Family CFO
California
$4.41K
DPW
860
DiNuzzo Private Wealth
Pennsylvania
$4.19K
AW
861
Avion Wealth
Texas
$4K
SS
862
SBI Securities
Japan
$3.97K
LWMI
863
Legacy Wealth Management (Idaho)
Idaho
$3.89K
LIS
864
Legacy Investment Solutions
Idaho
$3.89K
S
865
Sachetta
Massachusetts
$3.38K
CPG
866
Cornerstone Planning Group
New Jersey
$3.36K
FUBT
867
First United Bank & Trust
Maryland
$3.16K
HFS
868
Horizon Financial Services
North Carolina
$3.09K
FPB
869
First PREMIER Bank
South Dakota
$3K
WCM
870
WealthTrak Capital Management
Virginia
$2.94K
HFS
871
Hughes Financial Services
Virginia
$2.68K
FNWA
872
Financial Network Wealth Advisors
Utah
$2.5K
SRCM
873
Signature Resources Capital Management
California
$2.5K
CIAS
874
CBIZ Investment Advisory Services
Ohio
$2.28K
MHR
875
Matthew Hamilton Rosenberg
$2.2K