WRB icon

W.R. Berkley

912 hedge funds and large institutions have $18.9B invested in W.R. Berkley in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 304 increasing their positions, 352 reducing their positions, and 78 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:

2.3% less ownership

Funds ownership: 66.87%64.57% (-2.3%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 352

Holders
912
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
AFIA
76
America First Investment Advisors
Nebraska
$29.1M
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$28.7M
AllianceBernstein
78
AllianceBernstein
Tennessee
$27.3M
ZIM
79
Zacks Investment Management
Illinois
$26M
WAM
80
Wallington Asset Management
Indiana
$24.4M
Caisse de Depot et Placement du Quebec (CDPQ)
81
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.4M
Russell Investments Group
82
Russell Investments Group
United Kingdom
$24M
SAM
83
Stansberry Asset Management
Texas
$23.9M
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$23.4M
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$23.4M
American Century Companies
86
American Century Companies
Missouri
$23.1M
Fidelity Investments
87
Fidelity Investments
Massachusetts
$22.1M
SAM
88
Silvercrest Asset Management
New York
$21.2M
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$21.2M
SI
90
Stephens Inc
Arkansas
$20.6M
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$20.6M
Canada Life
92
Canada Life
Manitoba, Canada
$20.1M
FCM
93
Fairholme Capital Management
Florida
$20M
PC
94
PhiloSmith Capital
Connecticut
$20M
BWP
95
Barlow Wealth Partners
Kentucky
$19.9M
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$19.7M
LPL Financial
97
LPL Financial
California
$19.6M
SEI Investments
98
SEI Investments
Pennsylvania
$19.5M
Universal-Beteiligungs- und Servicegesellschaft
99
Universal-Beteiligungs- und Servicegesellschaft
Germany
$19.4M
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$19.2M