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W.R. Berkley

918 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, 307 increasing their positions, 356 reducing their positions, and 80 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
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 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
876
Sunbelt Securities
Texas
$3.83K
SGK
877
Steigerwald Gordon & Koch
Virginia
$3.75K
CPG
878
Cornerstone Planning Group
New Jersey
$3.58K
GEA
879
Glen Eagle Advisors
New Jersey
$3.53K
S
880
Sachetta
Massachusetts
$3.52K
MAM
881
Marquette Asset Management
Minnesota
$3.29K
WWA
882
Wealth Watch Advisors
Colorado
$3.29K
FPB
883
First PREMIER Bank
South Dakota
$3K
OP
884
ORG Partners
Indiana
$2.76K
JWM
885
JPL Wealth Management
Colorado
$2.61K
SRCM
886
Signature Resources Capital Management
California
$2.6K
RA
887
Rise Advisors
New York
$2.6K
DF
888
Dunhill Financial
United Kingdom
$2.02K
HFM
889
Harvest Fund Management
China
$2K
BHWM
890
Bay Harbor Wealth Management
Maryland
$1.99K
JGIA
891
Jackson Grant Investment Advisers
Connecticut
$1.84K
AP
892
Aspect Partners
Virginia
$1.84K
AWM
893
Activest Wealth Management
Florida
$1.53K
BIA
894
Bell Investment Advisors
California
$1.23K
CMA
895
Cedar Mountain Advisors
Oregon
$1.23K
BL
896
BFSG LLC
California
$1.15K
VNA
897
Valley National Advisers
Pennsylvania
$1K
RBC
898
Roble Belko & Company
Pennsylvania
$1K
RWM
899
Rialto Wealth Management
New York
$997
HIA
900
HFM Investment Advisors
New Jersey
$996