We are live on ! Find out more
WRB icon

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
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$19M -$1.01M -14,157 -5%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$18.9M +$1.99M +27,945 +13%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$18.7M -$435K -6,103 -2%
GGHC
104
Gilder Gagnon Howe & Co
New York
$18.6M -$72.5K -1,019 -0.4%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$18.5M +$12M +168,210 +229%
Aviva
106
Aviva
United Kingdom
$18.1M +$145K +2,033 +0.9%
HCM
107
Hutchinson Capital Management
California
$18M -$125K -1,752 -0.7%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$17.8M +$994K +13,962 +6%
QCM
109
Quantinno Capital Management
New York
$17.4M +$3.86M +54,268 +32%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$17.3M -$1.76M -24,773 -10%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$17.3M +$38.4K +540 +0.2%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$16.5M +$128K +1,791 +0.8%
RA
113
Royce & Associates
New York
$16.4M -$292K -4,100 -2%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$16.3M +$5.35M +75,122 +55%
CRC
115
Curi RMB Capital
Illinois
$16.3M +$14K +196 +0.1%
GAM
116
Gotham Asset Management
New York
$16.2M +$6.82M +95,786 +82%
SAM
117
Storebrand Asset Management
Norway
$16.1M +$4.03M +56,570 +37%
FAF
118
Fjarde Ap-fonden
Sweden
$15.5M +$1.17M +16,450 +9%
TA
119
Townsend & Associates
Colorado
$15M +$437K +6,136 +3%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$14.5M +$1.41M +19,781 +12%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$14.4M -$773K -10,857 -5%
Aberdeen Group
122
Aberdeen Group
United Kingdom
$14.4M -$107K -1,508 -0.8%
GIA
123
GHP Investment Advisors
Colorado
$13.8M -$283K -3,976 -2%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$13.7M +$3.72M +52,245 +41%
Franklin Resources
125
Franklin Resources
California
$13.3M -$3.94M -55,303 -24%
3 4
5
6 7

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.