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W.R. Berkley
WRB

930 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, 312 increasing their positions, 359 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.1M

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

1% more funds holding

Funds holding: 919 → 930 (+11)

2% more capital invested

Capital invested by funds: $18.7B → $19B (+$288M)

2.42% less ownership

Funds ownership: 67.16% → 64.73% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 359

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

Holders
930
Holders Change
+11
Holders Change %
+1.2%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
102
Increased
312
Reduced
359
Closed
79
Calls
$22.4M
Puts
$3.1M
Net Calls
+$19.3M
Net Calls Change
+$12.4M

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$634M
2
Invesco
Invesco
Georgia
+$87.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$168M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$114M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$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
CSP
876
Cary Street Partners
Virginia
$5.75K -$36.4K -511 -87%
FCAS
877
First Command Advisory Services
Texas
$5.36K – – –
AW
878
Avion Wealth
Texas
$5K +$498 +7 +11%
HHMI
879
Howard Hughes Medical Institute
Maryland
$4.9K – – –
HWA
880
Heartwood Wealth Advisors
Virginia
$4.14K +$3.85K +54 New
WA
881
Westfuller Advisors
New York
$4.11K +$3.85K +54 New
LWMI
882
Legacy Wealth Management (Idaho)
Idaho
$4.06K – – –
HFS
883
Hughes Financial Services
Virginia
$4.02K +$1.07K +15 +39%
DPW
884
DiNuzzo Private Wealth
Pennsylvania
$4.01K -$71 -1 -2%
SS
885
SBI Securities
Japan
$3.83K -$285 -4 -7%
SS
886
Sunbelt Securities
Texas
$3.83K +$3.56K +50 New
SGK
887
Steigerwald Gordon & Koch
Virginia
$3.75K +$3.49K +49 New
CPG
888
Cornerstone Planning Group
New Jersey
$3.58K +$142 +2 +4%
GEA
889
Glen Eagle Advisors
New Jersey
$3.53K +$3.27K +46 New
S
890
Sachetta
Massachusetts
$3.52K – – –
MAM
891
Marquette Asset Management
Minnesota
$3.29K +$3.06K +43 New
WWA
892
Wealth Watch Advisors
Colorado
$3.29K +$3.06K +43 New
FPB
893
First PREMIER Bank
South Dakota
$3K – – –
KG
894
Kilter Group
New York
$2.83K +$712 +10 +37%
OP
895
ORG Partners
Indiana
$2.76K -$3.42K -48 -57%
JWM
896
JPL Wealth Management
Colorado
$2.61K +$2.42K +34 New
SRCM
897
Signature Resources Capital Management
California
$2.6K – – –
RA
898
Rise Advisors
New York
$2.6K +$498 +7 +26%
DF
899
Dunhill Financial
United Kingdom
$2.02K – – –
HFM
900
Harvest Fund Management
China
$2K – – –
34 35
36
37 38

WRB Hedge Fund Activity: Q3 2025 in Review

930 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WRB positions and 79 closed out — a net gain of 23 holders — while 312 added to existing stakes and 359 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.

  • 930 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $19B of W.R. Berkley stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 102 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
  • The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.