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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
HWP
926
Highline Wealth Partners
California
$383 – – –
EWP
927
Elevation Wealth Partners
California
$307 +$285 +4 New
SWA
928
SOA Wealth Advisors
New York
$79 – – –
TFM
929
TFC Financial Management
Massachusetts
$77 – – –
YDMI
930
Y.D. More Investments
Israel
$55 -$2.92K -41 -15%
Norges Bank
931
Norges Bank
Norway
– -$368M -5,007,772 Closed
WP
932
Woodline Partners
California
– -$84.3M -1,147,592 Closed
Adage Capital Partners
933
Adage Capital Partners
Massachusetts
– -$20.2M -274,525 Closed
A
934
AustralianSuper
Australia
– -$9.34M -127,128 Closed
LIP
935
Lighthouse Investment Partners
Florida
– -$6.74M -91,733 Closed
TIP
936
Torray Investment Partners
Maryland
– -$6.45M -87,810 Closed
Axa
937
Axa
France
– -$6.27M -85,347 Closed
TI
938
Trexquant Investment
Connecticut
– -$5.57M -75,867 Closed
CCM
939
Cinctive Capital Management
New York
– -$5.57M -75,777 Closed
Capital Fund Management (CFM)
940
Capital Fund Management (CFM)
France
– -$4.93M -69,196 Closed
IC
941
IEQ Capital
California
– -$4.35M -59,206 Closed
Renaissance Technologies
942
Renaissance Technologies
New York
– -$3.29M -44,766 Closed
RPI
943
Railway Pension Investments
United Kingdom
– -$2.88M -39,150 Closed
DF
944
Donoghue Forlines
Massachusetts
– -$2.74M -37,334 Closed
IP
945
Interval Partners
New York
– -$2.53M -34,400 Closed
UBP
946
Union Bancaire Privee
Switzerland
– -$1.56M -27,000 Closed
LCM
947
LRT Capital Management
Texas
– -$1.67M -22,689 Closed
WLG
948
Williamson Legacy Group
Indiana
– -$1.16M -15,843 Closed
GM
949
GeoWealth Management
Illinois
– -$1.04M -14,198 Closed
IFU
950
iSAM Funds (UK)
United Kingdom
– -$965K -13,137 Closed
36 37
38
39 40

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.