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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
99
Increased
345
Reduced
330
Closed
81
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$188M
2
BlackRock
BlackRock
New York
$1.85B
3
FGP
Freestone Grove Partners
California
$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.72B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$534M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$972M
2
UBS AM
UBS AM
Illinois
$32.7M
3
Bank of America
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFIA
76
America First Investment Advisors
Nebraska
$28.3M -$2.04M -27,753 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
77
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.9M +$3.13M +42,634 +13%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$26.4M -$12.8M -174,839 -33%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$26.4M +$289K +3,930 +1%
Cerity Partners
80
Cerity Partners
New York
$26.2M -$2.25M -30,691 -8%
Teacher Retirement System of Texas
81
Teacher Retirement System of Texas
Texas
$25.6M -$7.37M -100,274 -22%
SAM
82
Stansberry Asset Management
Texas
$24.7M -$6.61M -89,917 -21%
CM
83
Churchill Management
California
$24.5M -$60.5K -824 -0.2%
AllianceBernstein
84
AllianceBernstein
Tennessee
$24.3M -$2.11M -28,659 -8%
LPL Financial
85
LPL Financial
California
$24.3M -$1.53M -20,877 -6%
Citigroup
86
Citigroup
New York
$24.3M -$11.6M -158,212 -32%
ZIM
87
Zacks Investment Management
Illinois
$23.5M +$63.6K +865 +0.3%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$23.5M -$30M -408,688 -56%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$23.1M +$7.87M +107,072 +52%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$22.7M -$1.24M -16,828 -5%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$22.5M -$1.13M -15,384 -5%
SEI Investments
92
SEI Investments
Pennsylvania
$20.6M +$1.22M +16,648 +6%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$20.2M +$20.2M +274,525 New
SI
94
Stephens Inc
Arkansas
$19.9M +$134K +1,829 +0.7%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$19.3M +$28K +381 +0.1%
FCM
96
Fairholme Capital Management
Florida
$19.2M – – –
Canada Life
97
Canada Life
Manitoba, Canada
$19.2M +$3.07M +41,760 +19%
PC
98
PhiloSmith Capital
Connecticut
$19.1M -$2.2M -30,000 -10%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$19.1M +$345K +4,694 +2%
BWP
100
Barlow Wealth Partners
Kentucky
$18.5M +$146K +2,057 +0.8%
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4
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