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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
CMA
901
Cedar Mountain Advisors
Oregon
$1.23K
BL
902
BFSG LLC
California
$1.15K
RBC
903
Roble Belko & Company
Pennsylvania
$1K
VNA
904
Valley National Advisers
Pennsylvania
$1K
RWM
905
Rialto Wealth Management
New York
$997
HIA
906
HFM Investment Advisors
New Jersey
$996
WPA
907
Wealth Preservation Advisors
Tennessee
$919
ACA
908
American Capital Advisory
Idaho
$843
RS
909
Rakuten Securities
Japan
$843
WW
910
Winnow Wealth
Texas
$770
GA
911
Guerra Advisors
Florida
$767
ACM
912
Anfield Capital Management
California
$766
UCB
913
United Community Bank
South Carolina
$690
QWM
914
Quaker Wealth Management
New Jersey
$613
WA
915
WestEnd Advisors
North Carolina
$536
NC
916
North Capital
Utah
$536
MSWA
917
Marshall & Sterling Wealth Advisors
New York
$460
VWA
918
Valued Wealth Advisors
Utah
$460
SA
919
Seneschal Advisors
Washington
$460
HWP
920
Highline Wealth Partners
California
$383
EWP
921
Elevation Wealth Partners
California
$307
SWA
922
SOA Wealth Advisors
New York
$79
TFM
923
TFC Financial Management
Massachusetts
$77
YDMI
924
Y.D. More Investments
Israel
$55
Norges Bank
925
Norges Bank
Norway