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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
CCIA
951
Campbell & Co Investment Adviser
Maryland
– -$965K -13,133 Closed
UFF
952
USA Financial Formulas
Michigan
– -$840K -11,440 Closed
IQI
953
Integrated Quantitative Investments
Washington
– -$792K -10,779 Closed
VIM
954
Vinva Investment Management
Australia
– -$744K -10,297 Closed
FFM
955
Fullerton Fund Management
Singapore
– -$673K -9,157 Closed
WCM
956
Washington Capital Management
Washington
– -$558K -7,600 Closed
VF
957
Virtu Financial
New York
– -$514K -6,994 Closed
FIM
958
Freedom Investment Management
Connecticut
– -$470K -6,394 Closed
OTPPB
959
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$449K -6,111 Closed
GWM
960
Gibbs Wealth Management
Georgia
– -$444K -6,045 Closed
TC
961
TownSquare Capital
Utah
– -$434K -5,913 Closed
SAM
962
Shell Asset Management
Netherlands
– -$425K -5,781 Closed
AA
963
ALPS Advisors
Colorado
– -$425K -5,780 Closed
SOW
964
State of Wyoming
Wyoming
– -$367K -4,992 Closed
GWM
965
Gitterman Wealth Management
New Jersey
– -$350K -4,759 Closed
CBUSF
966
Construction & Building Unions Superannuation Fund
Australia
– -$338K -4,600 Closed
GCM
967
Gallacher Capital Management
Colorado
– -$323K -4,392 Closed
PTP
968
Platform Technology Partners
New York
– -$317K -4,311 Closed
RL
969
Retireful LLC
Michigan
– -$311K -4,235 Closed
MPM
970
MBB Public Markets
Illinois
– -$301K -4,096 Closed
LAM
971
Longboard Asset Management
Arizona
– -$291K -3,960 Closed
AC
972
AlphaCore Capital
California
– -$275K -3,737 Closed
GWANC
973
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$262K -3,570 Closed
HKIMG
974
Hutchens & Kramer Investment Management Group
Indiana
– -$253K -3,467 Closed
ABTD
975
Arvest Bank Trust Division
Oklahoma
– -$244K -3,321 Closed
37 38
39
40 41

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.