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W.R. Berkley

924 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
924
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
LWMI
876
Legacy Wealth Management (Idaho)
Idaho
$4.06K
HFS
877
Hughes Financial Services
Virginia
$4.02K
DPW
878
DiNuzzo Private Wealth
Pennsylvania
$4.01K
SS
879
SBI Securities
Japan
$3.83K
SS
880
Sunbelt Securities
Texas
$3.83K
SGK
881
Steigerwald Gordon & Koch
Virginia
$3.75K
CPG
882
Cornerstone Planning Group
New Jersey
$3.58K
GEA
883
Glen Eagle Advisors
New Jersey
$3.53K
S
884
Sachetta
Massachusetts
$3.52K
MAM
885
Marquette Asset Management
Minnesota
$3.29K
WWA
886
Wealth Watch Advisors
Colorado
$3.29K
FPB
887
First PREMIER Bank
South Dakota
$3K
KG
888
Kilter Group
New York
$2.83K
OP
889
ORG Partners
Indiana
$2.76K
JWM
890
JPL Wealth Management
Colorado
$2.61K
SRCM
891
Signature Resources Capital Management
California
$2.6K
RA
892
Rise Advisors
New York
$2.6K
DF
893
Dunhill Financial
United Kingdom
$2.02K
HFM
894
Harvest Fund Management
China
$2K
BHWM
895
Bay Harbor Wealth Management
Maryland
$1.99K
JGIA
896
Jackson Grant Investment Advisers
Connecticut
$1.84K
AP
897
Aspect Partners
Virginia
$1.84K
AWM
898
Activest Wealth Management
Florida
$1.53K
BIA
899
Bell Investment Advisors
California
$1.23K
PWA
900
Principia Wealth Advisory
Texas
$1.23K