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W.R. Berkley

918 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, 307 increasing their positions, 356 reducing their positions, and 80 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
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 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
851
DT Investment Partners
Pennsylvania
$8.58K
FUBT
852
First United Bank & Trust
Maryland
$8.43K
CTWM
853
Cherry Tree Wealth Management
Minnesota
$8.28K
OAJ
854
Ogorek Anthony Joseph
New York
$8K
KFI
855
Key Financial Inc
Pennsylvania
$7.99K
TIM
856
Tortoise Investment Management
New York
$7.89K
WWM
857
Wolff Wiese Magana
California
$7.74K
RDFA
858
Ritter Daniher Financial Advisory
Ohio
$7.51K
CTA
859
Colonial Trust Advisors
South Carolina
$7.43K
CJ
860
Caitlin John
Michigan
$7.36K
FDCP
861
Foster Dykema Cabot & Partners
Massachusetts
$7.13K
ZBNA
862
Zions Bancorporation, National Association
Utah
$6.9K
SIC
863
SJS Investment Consulting
Ohio
$6.67K
FGAM
864
Financial Gravity Asset Management
Texas
$6.3K
MWM
865
Mascoma Wealth Management
New Hampshire
$5.75K
CSP
866
Cary Street Partners
Virginia
$5.75K
FCAS
867
First Command Advisory Services
Texas
$5.36K
AW
868
Avion Wealth
Texas
$5K
HHMI
869
Howard Hughes Medical Institute
Maryland
$4.9K
HWA
870
Heartwood Wealth Advisors
Virginia
$4.14K
WA
871
Westfuller Advisors
New York
$4.11K
LWMI
872
Legacy Wealth Management (Idaho)
Idaho
$4.06K
HFS
873
Hughes Financial Services
Virginia
$4.02K
DPW
874
DiNuzzo Private Wealth
Pennsylvania
$4.01K
SS
875
SBI Securities
Japan
$3.83K