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W.R. Berkley
WRB

930 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, 312 increasing their positions, 359 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.1M

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

1% more funds holding

Funds holding: 919 → 930 (+11)

2% more capital invested

Capital invested by funds: $18.7B → $19B (+$288M)

2.42% less ownership

Funds ownership: 67.16% → 64.73% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 359

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

Holders
930
Holders Change
+11
Holders Change %
+1.2%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
102
Increased
312
Reduced
359
Closed
79
Calls
$22.4M
Puts
$3.1M
Net Calls
+$19.3M
Net Calls Change
+$12.4M

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$634M
2
Invesco
Invesco
Georgia
+$87.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$168M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$114M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$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
MS
976
Maven Securities
Jersey
– -$240K -3,268 Closed
KP
977
Keel Point
Alabama
– -$227K -3,092 Closed
Connor, Clark & Lunn Investment Management (CC&L)
978
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$221K -3,002 Closed
TIA
979
Trust Investment Advisors
Indiana
– -$213K -2,894 Closed
IC
980
Iconiq Capital
California
– -$209K -2,840 Closed
DO
981
denkapparat Operations
Germany
– -$204K -2,776 Closed
BFA
982
Brendel Financial Advisors
New Hampshire
– -$201K -2,737 Closed
SO
983
Sierra Ocean
California
– -$186K -2,530 Closed
PFPT
984
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$108K -1,467 Closed
BIG
985
Brooklyn Investment Group
New York
– -$93.5K -1,273 Closed
TIM
986
Total Investment Management
Arizona
– -$52K -708 Closed
HC
987
Hoese & Co
Minnesota
– -$49.6K -675 Closed
WA
988
Whipplewood Advisors
Colorado
– -$45.3K -616 Closed
KGP
989
Keystone Global Partners
Colorado
– -$42.8K -582 Closed
GC
990
Garde Capital
Washington
– -$31.2K -424 Closed
TPWA
991
Twin Peaks Wealth Advisors
California
– -$27K -386 Closed
BA
992
Bellwether Advisors
Nebraska
– -$25.3K -344 Closed
IFS
993
Intelligent Financial Strategies
Minnesota
– -$17K -231 Closed
HCA
994
Harbor Capital Advisors
Illinois
– -$14K -186 Closed
AIP
995
Arrowpoint Investment Partners
Singapore
– -$13.2K -180 Closed
QL
996
Quarry LP
New York
– -$13.1K -178 Closed
NC
997
NewSquare Capital
Pennsylvania
– -$10.1K -138 Closed
PPC
998
Park Place Capital
Alabama
– -$8.09K -111 Closed
MWM
999
MorganRosel Wealth Management
Colorado
– -$5.36K -73 Closed
MCA
1000
Maryland Capital Advisors
Maryland
– -$4.48K -61 Closed
37 38 39
40
41

WRB Hedge Fund Activity: Q3 2025 in Review

930 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WRB positions and 79 closed out — a net gain of 23 holders — while 312 added to existing stakes and 359 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.

  • 930 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $19B of W.R. Berkley stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 102 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +23 holders.
  • The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
  • The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.