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W.R. Berkley
WRB

Overview Fund Activity

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$318M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$186M
3
Wells Fargo
Wells Fargo
California
$292M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$69.7M
5
UBS Group
UBS Group
Switzerland
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.12B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$619M
4
Millennium Management
Millennium Management
New York
$10.7M
5
Goldman Sachs
Goldman Sachs
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
876
Jackson Grant Investment Advisers
Connecticut
$1.71K – – –
HFS
877
Horizon Financial Services
North Carolina
$1.64K +$1.64K +23 New
CWA
878
Carolina Wealth Advisors
South Carolina
$1.49K – – –
CPG
879
Cornerstone Planning Group
New Jersey
$1.43K +$713 +10 +100%
RA
880
Rise Advisors
New York
$1.42K +$1.42K +20 New
BIA
881
Bell Investment Advisors
California
$1.14K +$1.14K +16 New
AWM
882
Activest Wealth Management
Florida
$925 +$925 +13 New
WPA
883
Wealth Preservation Advisors
Tennessee
$854 +$854 +12 New
RS
884
Rakuten Securities
Japan
$783 +$783 +11 New
BHWM
885
Bay Harbor Wealth Management
Maryland
$782 +$782 +11 New
PWA
886
Principia Wealth Advisory
Texas
$669 +$67 +1 +11%
WW
887
Winnow Wealth
Texas
$659 +$198 +3 +43%
T
888
Transce3nd
Texas
$640 – – –
PWM
889
Parkworth Wealth Management
California
$640 – – –
WA
890
WestEnd Advisors
North Carolina
$640 +$427 +6 +200%
CIAM
891
Caitong International Asset Management
Hong Kong
$569 +$569 +8 New
HIA
892
HFM Investment Advisors
New Jersey
$499 +$499 +7 New
VWA
893
Valued Wealth Advisors
Utah
$427 – – –
GA
894
GoalVest Advisory
New York
$427 +$427 +6 New
ACA
895
American Capital Advisory
Idaho
$285 +$285 +4 New
SFG
896
Stonebridge Financial Group
Pennsylvania
$213 +$213 +3 New
YDMI
897
Y.D. More Investments
Israel
$81 +$10 +52 +14%
SWA
898
SOA Wealth Advisors
New York
$73 – – –
Norges Bank
899
Norges Bank
Norway
– -$273M -4,657,926 Closed
WG
900
Winton Group
United Kingdom
– -$9.24M -157,813 Closed
34 35
36
37 38