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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
BHWM
901
Bay Harbor Wealth Management
Maryland
$1.99K +$356 +5 +24%
JGIA
902
Jackson Grant Investment Advisers
Connecticut
$1.84K – – –
AP
903
Aspect Partners
Virginia
$1.84K +$1.71K +24 New
AWM
904
Activest Wealth Management
Florida
$1.53K -$285 -4 -17%
BIA
905
Bell Investment Advisors
California
$1.23K – – –
PWA
906
Principia Wealth Advisory
Texas
$1.23K +$142 +2 +14%
CMA
907
Cedar Mountain Advisors
Oregon
$1.23K +$1.14K +16 New
BL
908
BFSG LLC
California
$1.15K +$1.07K +15 New
RBC
909
Roble Belko & Company
Pennsylvania
$1K – – –
VNA
910
Valley National Advisers
Pennsylvania
$1K – – –
RWM
911
Rialto Wealth Management
New York
$997 -$214 -3 -19%
HIA
912
HFM Investment Advisors
New Jersey
$996 +$142 +2 +18%
WPA
913
Wealth Preservation Advisors
Tennessee
$919 – – –
ACA
914
American Capital Advisory
Idaho
$843 +$142 +2 +22%
RS
915
Rakuten Securities
Japan
$843 +$641 +9 +450%
WW
916
Winnow Wealth
Texas
$770 +$712 +10 New
GA
917
Guerra Advisors
Florida
$767 +$712 +10 New
ACM
918
Anfield Capital Management
California
$766 +$712 +10 New
UCB
919
United Community Bank
South Carolina
$690 +$641 +9 New
QWM
920
Quaker Wealth Management
New Jersey
$613 – – –
WA
921
WestEnd Advisors
North Carolina
$536 +$71 +1 +17%
NC
922
North Capital
Utah
$536 +$498 +7 New
MSWA
923
Marshall & Sterling Wealth Advisors
New York
$460 -$12.7K -179 -97%
VWA
924
Valued Wealth Advisors
Utah
$460 – – –
SA
925
Seneschal Advisors
Washington
$460 +$427 +6 New
35 36
37
38 39

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.