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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
99
Increased
345
Reduced
330
Closed
81
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$188M
2
BlackRock
BlackRock
New York
$1.85B
3
FGP
Freestone Grove Partners
California
$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.72B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$534M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$972M
2
UBS AM
UBS AM
Illinois
$32.7M
3
Bank of America
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
876
Jackson Grant Investment Advisers
Connecticut
$1.76K – – –
AWM
877
Activest Wealth Management
Florida
$1.76K +$808 +11 +85%
BHWM
878
Bay Harbor Wealth Management
Maryland
$1.55K +$740 +10 +91%
CWA
879
Carolina Wealth Advisors
South Carolina
$1.54K – – –
PA
880
Pineridge Advisors
Missouri
$1.33K +$1.33K +18 New
PWM
881
Parkworth Wealth Management
California
$1.25K +$588 +8 +89%
BIA
882
Bell Investment Advisors
California
$1.18K – – –
RWM
883
Rialto Wealth Management
New York
$1.18K +$1.18K +16 New
SC
884
Stephens Consulting
Michigan
$1.18K +$1.18K +16 New
PWA
885
Principia Wealth Advisory
Texas
$1.03K +$294 +4 +40%
RBC
886
Roble Belko & Company
Pennsylvania
$1K +$1K +8 New
VNA
887
Valley National Advisers
Pennsylvania
$1K +$1K +14 New
WPA
888
Wealth Preservation Advisors
Tennessee
$882 – – –
HIA
889
HFM Investment Advisors
New Jersey
$808 +$294 +4 +57%
GC
890
GFG Capital
Florida
$735 +$735 +10 New
ACA
891
American Capital Advisory
Idaho
$662 +$368 +5 +125%
T
892
Transce3nd
Texas
$661 – – –
QWM
893
Quaker Wealth Management
New Jersey
$588 +$588 +8 New
WA
894
WestEnd Advisors
North Carolina
$441 -$221 -3 -33%
VWA
895
Valued Wealth Advisors
Utah
$441 – – –
HWP
896
Highline Wealth Partners
California
$367 +$367 +5 New
RS
897
Rakuten Securities
Japan
$147 -$662 -9 -82%
SWA
898
SOA Wealth Advisors
New York
$75 – – –
TFM
899
TFC Financial Management
Massachusetts
$74 +$74 +1 New
YDMI
900
Y.D. More Investments
Israel
$59 -$32 -148 -35%
34 35
36
37 38