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W.R. Berkley

918 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, 307 increasing their positions, 356 reducing their positions, and 80 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
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 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
951
Shell Asset Management
Netherlands
AA
952
ALPS Advisors
Colorado
SOW
953
State of Wyoming
Wyoming
GWM
954
Gitterman Wealth Management
New Jersey
CBUSF
955
Construction & Building Unions Superannuation Fund
Australia
GCM
956
Gallacher Capital Management
Colorado
PTP
957
Platform Technology Partners
New York
RL
958
Retireful LLC
Michigan
MPM
959
MBB Public Markets
Illinois
LAM
960
Longboard Asset Management
Arizona
AC
961
AlphaCore Capital
California
GWANC
962
Guardian Wealth Advisors (North Carolina)
North Carolina
HKIMG
963
Hutchens & Kramer Investment Management Group
Indiana
ABTD
964
Arvest Bank Trust Division
Oklahoma
MS
965
Maven Securities
Jersey
KP
966
Keel Point
Alabama
Connor, Clark & Lunn Investment Management (CC&L)
967
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
TIA
968
Trust Investment Advisors
Indiana
IC
969
Iconiq Capital
California
DO
970
denkapparat Operations
Germany
BFA
971
Brendel Financial Advisors
New Hampshire
SO
972
Sierra Ocean
California
PFP
973
Pinnacle Financial Partners
Tennessee
BIG
974
Brooklyn Investment Group
New York
TIM
975
Total Investment Management
Arizona