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W.R. Berkley
WRB

Overview Fund Activity

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$318M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$186M
3
Wells Fargo
3
Wells Fargo
California
$292M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$69.7M
5
UBS Group
5
UBS Group
Switzerland
$186M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$619M
4
Millennium Management
4
Millennium Management
New York
$10.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$30.2M – – –
AFIA
77
America First Investment Advisors
Nebraska
$29.4M +$148K +2,073 +0.5%
WAM
78
Wallington Asset Management
Indiana
$28.7M +$213K +2,991 +0.7%
Cerity Partners
79
Cerity Partners
New York
$27.5M +$3.28M +46,141 +14%
AllianceBernstein
80
AllianceBernstein
Tennessee
$25.6M +$173K +2,427 +0.7%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$25.3M -$622K -8,740 -2%
LPL Financial
82
LPL Financial
California
$25M +$1.16M +16,339 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
83
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24M -$8.45M -118,778 -26%
Renaissance Technologies
84
Renaissance Technologies
New York
$23.8M +$14.6M +204,600 +157%
CM
85
Churchill Management
California
$23.8M -$91.7K -1,289 -0.4%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$23.2M -$5.25M -73,734 -18%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$22.9M -$401K -5,629 -2%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$22.9M +$8.64M +121,480 +61%
ZIM
89
Zacks Investment Management
Illinois
$22.7M +$751K +10,547 +3%
PC
90
PhiloSmith Capital
Connecticut
$20.7M – – –
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$19.9M -$4.78M -67,210 -19%
Pictet Asset Management
92
Pictet Asset Management
Switzerland
$19.5M +$519K +7,294 +3%
SI
93
Stephens Inc
Arkansas
$19.1M -$831K -11,675 -4%
SEI Investments
94
SEI Investments
Pennsylvania
$18.8M +$107K +1,504 +0.6%
RA
95
Royce & Associates
New York
$18.6M – – –
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$18.6M -$679K -9,545 -4%
FCM
97
Fairholme Capital Management
Florida
$18.6M – – –
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$18.5M +$810K +11,378 +5%
BWP
99
Barlow Wealth Partners
Kentucky
$18.3M +$271K +3,839 +2%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$18.1M +$51.1K +718 +0.3%
2 3
4
5 6