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W.R. Berkley

912 hedge funds and large institutions have $18.9B invested in W.R. Berkley in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 304 increasing their positions, 352 reducing their positions, and 78 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.3% less ownership

Funds ownership: 66.87%64.57% (-2.3%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 352

Holders
912
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 +$683M
2 +$131M
3 +$93.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$50.4M
5
Goldman Sachs
Goldman Sachs
New York
+$32.8M

Top Sellers

1 -$181M
2 -$123M
3 -$113M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$19M
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$18.9M
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$18.7M
GGHC
104
Gilder Gagnon Howe & Co
New York
$18.6M
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$18.5M
Aviva
106
Aviva
United Kingdom
$18.1M
HCM
107
Hutchinson Capital Management
California
$18M
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$17.8M
QCM
109
Quantinno Capital Management
New York
$17.4M
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$17.3M
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$17.3M
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$16.5M
RA
113
Royce & Associates
New York
$16.4M
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$16.3M
CRC
115
Curi RMB Capital
Illinois
$16.3M
GAM
116
Gotham Asset Management
New York
$16.2M
FAF
117
Fjarde Ap-fonden
Sweden
$15.5M
TA
118
Townsend & Associates
Colorado
$15M
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$14.5M
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$14.4M
Aberdeen Group
121
Aberdeen Group
United Kingdom
$14.4M
GIA
122
GHP Investment Advisors
Colorado
$13.8M
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$13.7M
Franklin Resources
124
Franklin Resources
California
$13.3M
Prudential Financial
125
Prudential Financial
New Jersey
$12.9M