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W.R. Berkley
WRB

Overview Fund Activity

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12.01%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$368M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$188M
3
BlackRock
3
BlackRock
New York
$1.85B
4
FGP
4
Freestone Grove Partners
California
$63M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
951
Curated Wealth Partners
California
– – -2,815 Closed
EI
952
eCIO Inc
Wisconsin
– – -1,348 Closed
SW
953
SVB Wealth
Massachusetts
– – -1,307 Closed
QC
954
Quent Capital
New York
– – -1,285 Closed
HCP
955
Hexagon Capital Partners
Arkansas
– – -1,207 Closed
WF
956
Wayfinding Financial
Washington
– – -1,120 Closed
CCA
957
Catalyst Capital Advisors
New York
– – -527 Closed
CHC
958
City Holding Co
West Virginia
– – -482 Closed
GJIA
959
Glass Jacobson Investment Advisors
Maryland
– – -337 Closed
WT
960
Washington Trust
Rhode Island
– – -331 Closed
AF
961
Atala Financial
California
– – -283 Closed
GFPC
962
Global Financial Private Client
Florida
– – -221 Closed
Optiver Holding
963
Optiver Holding
Netherlands
– – -150 Closed
CA
964
Continuum Advisory
Idaho
– – -130 Closed
WPA
965
West Paces Advisors
Georgia
– – -123 Closed
SCB
966
Saudi Central Bank
Saudi Arabia
– – -120 Closed
ETS
967
ESL Trust Services
New York
– – -114 Closed
BT
968
Banque Transatlantique
France
– – -85 Closed
FMTCOCP
969
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -45 Closed
ACM
970
Aster Capital Management
United Arab Emirates
– – -45 Closed
M
971
MOTCO
Texas
– – -34 Closed
RJA
972
Ross\Johnson & Associates
Minnesota
– – -25 Closed
WW
973
Winnow Wealth
Texas
– – -10 Closed
GA
974
GoalVest Advisory
New York
– – -6 Closed
SFG
975
Stonebridge Financial Group
Pennsylvania
– – -3 Closed
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