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W.R. Berkley

925 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, 311 increasing their positions, 357 reducing their positions, and 79 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.09%64.65% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
925
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 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$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
WA
876
Westfuller Advisors
New York
$4.11K
LWMI
877
Legacy Wealth Management (Idaho)
Idaho
$4.06K
HFS
878
Hughes Financial Services
Virginia
$4.02K
DPW
879
DiNuzzo Private Wealth
Pennsylvania
$4.01K
SS
880
SBI Securities
Japan
$3.83K
SS
881
Sunbelt Securities
Texas
$3.83K
SGK
882
Steigerwald Gordon & Koch
Virginia
$3.75K
CPG
883
Cornerstone Planning Group
New Jersey
$3.58K
GEA
884
Glen Eagle Advisors
New Jersey
$3.53K
S
885
Sachetta
Massachusetts
$3.52K
MAM
886
Marquette Asset Management
Minnesota
$3.29K
WWA
887
Wealth Watch Advisors
Colorado
$3.29K
FPB
888
First PREMIER Bank
South Dakota
$3K
KG
889
Kilter Group
New York
$2.83K
OP
890
ORG Partners
Indiana
$2.76K
JWM
891
JPL Wealth Management
Colorado
$2.61K
SRCM
892
Signature Resources Capital Management
California
$2.6K
RA
893
Rise Advisors
New York
$2.6K
DF
894
Dunhill Financial
United Kingdom
$2.02K
HFM
895
Harvest Fund Management
China
$2K
BHWM
896
Bay Harbor Wealth Management
Maryland
$1.99K
JGIA
897
Jackson Grant Investment Advisers
Connecticut
$1.84K
AP
898
Aspect Partners
Virginia
$1.84K
AWM
899
Activest Wealth Management
Florida
$1.53K
BIA
900
Bell Investment Advisors
California
$1.23K