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W.R. Berkley
WRB

Overview Fund Activity

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$318M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$186M
3
Wells Fargo
Wells Fargo
California
$292M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$69.7M
5
UBS Group
UBS Group
Switzerland
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.12B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$619M
4
Millennium Management
Millennium Management
New York
$10.7M
5
Goldman Sachs
Goldman Sachs
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
126
Corient Private Wealth
Florida
$12.3M -$2.28M -32,039 -16%
Prudential Financial
127
Prudential Financial
New Jersey
$11.7M +$261K +3,665 +2%
Korea Investment Corp
128
Korea Investment Corp
South Korea
$11.6M -$3.39M -47,597 -23%
Allianz Asset Management
129
Allianz Asset Management
Germany
$11.6M -$14.2M -200,003 -55%
TI
130
Trexquant Investment
Connecticut
$11.5M +$4.43M +62,315 +63%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$11.2M -$36K -506 -0.3%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$11.2M -$336K -4,726 -3%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$11.1M -$17.6M -247,200 -61%
FAF
134
Fjarde Ap-fonden
Sweden
$11.1M +$644K +9,050 +6%
FCM
135
Frontier Capital Management
Massachusetts
$10.7M -$331K -4,649 -3%
Millennium Management
136
Millennium Management
New York
$10.7M -$53.8M -756,253 -83%
Man Group
137
Man Group
United Kingdom
$10.6M -$150K -2,106 -1%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$10.6M +$1.11M +15,551 +12%
Ameriprise
139
Ameriprise
Minnesota
$10.6M -$137K -1,906 -1%
GF
140
Gabelli Funds
New York
$10.6M -$663K -9,320 -6%
Los Angeles Capital Management
141
Los Angeles Capital Management
California
$10.5M -$295K -4,152 -3%
IIM
142
INTECH Investment Management
Florida
$10.3M -$5.46M -76,756 -35%
QCM
143
QRG Capital Management
Illinois
$10.1M +$267K +3,747 +3%
QCM
144
Quantinno Capital Management
New York
$10.1M +$4.39M +61,690 +77%
AssetMark Inc
145
AssetMark Inc
California
$9.8M +$2.78M +39,048 +40%
Asset Management One
146
Asset Management One
Japan
$9.75M +$487K +6,841 +5%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$9.73M -$111K -1,559 -1%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$9.71M +$917K +12,890 +10%
RAM
149
Resona Asset Management
Japan
$9.66M +$274K +3,852 +3%
Credit Agricole
150
Credit Agricole
France
$9.6M +$2.03M +28,559 +27%
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