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W.R. Berkley

925 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
925
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
WCM
951
Washington Capital Management
Washington
VF
952
Virtu Financial
New York
FIM
953
Freedom Investment Management
Connecticut
OTPPB
954
Ontario Teachers' Pension Plan Board
Ontario, Canada
GWM
955
Gibbs Wealth Management
Georgia
TC
956
TownSquare Capital
Utah
SAM
957
Shell Asset Management
Netherlands
AA
958
ALPS Advisors
Colorado
SOW
959
State of Wyoming
Wyoming
GWM
960
Gitterman Wealth Management
New Jersey
CBUSF
961
Construction & Building Unions Superannuation Fund
Australia
GCM
962
Gallacher Capital Management
Colorado
PTP
963
Platform Technology Partners
New York
RL
964
Retireful LLC
Michigan
MPM
965
MBB Public Markets
Illinois
LAM
966
Longboard Asset Management
Arizona
AC
967
AlphaCore Capital
California
GWANC
968
Guardian Wealth Advisors (North Carolina)
North Carolina
HKIMG
969
Hutchens & Kramer Investment Management Group
Indiana
ABTD
970
Arvest Bank Trust Division
Oklahoma
MS
971
Maven Securities
Jersey
KP
972
Keel Point
Alabama
Connor, Clark & Lunn Investment Management (CC&L)
973
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
TIA
974
Trust Investment Advisors
Indiana
IC
975
Iconiq Capital
California