WRB icon

W.R. Berkley

925 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
925
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
DO
976
denkapparat Operations
Germany
BFA
977
Brendel Financial Advisors
New Hampshire
SO
978
Sierra Ocean
California
PFPT
979
Pinnacle Financial Partners (Tennessee)
Tennessee
BIG
980
Brooklyn Investment Group
New York
TIM
981
Total Investment Management
Arizona
HC
982
Hoese & Co
Minnesota
WA
983
Whipplewood Advisors
Colorado
KGP
984
Keystone Global Partners
Colorado
GC
985
Garde Capital
Washington
TPWA
986
Twin Peaks Wealth Advisors
California
BA
987
Bellwether Advisors
Nebraska
IFS
988
Intelligent Financial Strategies
Minnesota
HCA
989
Harbor Capital Advisors
Illinois
AIP
990
Arrowpoint Investment Partners
Singapore
QL
991
Quarry LP
New York
NC
992
NewSquare Capital
Pennsylvania
PPC
993
Park Place Capital
Alabama
MWM
994
MorganRosel Wealth Management
Colorado
MCA
995
Maryland Capital Advisors
Maryland
FC
996
Family CFO
California
WCM
997
WealthTrak Capital Management
Virginia
FNWA
998
Financial Network Wealth Advisors
Utah
CWA
999
Carolina Wealth Advisors
South Carolina
PA
1000
Pineridge Advisors
Missouri