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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
99
Increased
345
Reduced
330
Closed
80
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$188M
2
BlackRock
BlackRock
New York
+$79M
3
FGP
Freestone Grove Partners
California
+$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
UBS AM
UBS AM
Illinois
-$154M
3
Bank of America
Bank of America
North Carolina
-$58.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$51.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
951
Sherbrooke Park Advisers
New York
– -$240K -3,366 Closed
OWA
952
One Wealth Advisors
California
– -$230K -3,227 Closed
TL
953
Tradewinds LLC
North Carolina
– -$222K -3,123 Closed
JG
954
Jain Global
New York
– -$212K -2,983 Closed
DWT
955
Dorsey & Whitney Trust
South Dakota
– -$211K -2,968 Closed
OAM
956
Oxford Asset Management
United Kingdom
– -$208K -2,925 Closed
CWP
957
Curated Wealth Partners
California
– -$200K -2,815 Closed
EI
958
eCIO Inc
Wisconsin
– -$95.9K -1,348 Closed
SW
959
SVB Wealth
Massachusetts
– -$93K -1,307 Closed
QC
960
Quent Capital
New York
– -$91.5K -1,285 Closed
HCP
961
Hexagon Capital Partners
Arkansas
– -$85.9K -1,207 Closed
WF
962
Wayfinding Financial
Washington
– -$79K -1,120 Closed
CCA
963
Catalyst Capital Advisors
New York
– -$37.5K -527 Closed
CHC
964
City Holding Co
West Virginia
– -$34.3K -482 Closed
GJIA
965
Glass Jacobson Investment Advisors
Maryland
– -$19.7K -337 Closed
WT
966
Washington Trust
Rhode Island
– -$23.6K -331 Closed
AF
967
Atala Financial
California
– -$20.1K -283 Closed
GFPC
968
Global Financial Private Client
Florida
– -$15.7K -221 Closed
Optiver Holding
969
Optiver Holding
Netherlands
– -$10.7K -150 Closed
CA
970
Continuum Advisory
Idaho
– -$9.25K -130 Closed
WPA
971
West Paces Advisors
Georgia
– -$8.75K -123 Closed
SCB
972
Saudi Central Bank
Saudi Arabia
– -$8.54K -120 Closed
ETS
973
ESL Trust Services
New York
– -$8.11K -114 Closed
ACM
974
Aster Capital Management
United Arab Emirates
– -$2.84K -45 Closed
FMTCOCP
975
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$3K -45 Closed
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