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W.R. Berkley

924 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, 311 increasing their positions, 357 reducing their positions, and 79 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.09%64.65% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
924
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 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$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
BFA
976
Brendel Financial Advisors
New Hampshire
SO
977
Sierra Ocean
California
PFPT
978
Pinnacle Financial Partners (Tennessee)
Tennessee
BIG
979
Brooklyn Investment Group
New York
TIM
980
Total Investment Management
Arizona
HC
981
Hoese & Co
Minnesota
WA
982
Whipplewood Advisors
Colorado
KGP
983
Keystone Global Partners
Colorado
GC
984
Garde Capital
Washington
TPWA
985
Twin Peaks Wealth Advisors
California
BA
986
Bellwether Advisors
Nebraska
IFS
987
Intelligent Financial Strategies
Minnesota
HCA
988
Harbor Capital Advisors
Illinois
AIP
989
Arrowpoint Investment Partners
Singapore
QL
990
Quarry LP
New York
NC
991
NewSquare Capital
Pennsylvania
PPC
992
Park Place Capital
Alabama
MWM
993
MorganRosel Wealth Management
Colorado
MCA
994
Maryland Capital Advisors
Maryland
FC
995
Family CFO
California
WCM
996
WealthTrak Capital Management
Virginia
FNWA
997
Financial Network Wealth Advisors
Utah
CWA
998
Carolina Wealth Advisors
South Carolina
PA
999
Pineridge Advisors
Missouri
SC
1000
Stephens Consulting
Michigan