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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
Prudential Financial
126
Prudential Financial
New Jersey
$12.9M -$290K -4,073 -2%
KK
127
KLP Kapitalforvaltning
Norway
$12.5M +$3.82M +53,700 +49%
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$12.2M +$42.7K +600 +0.4%
Hudson Bay Capital Management
129
Hudson Bay Capital Management
Connecticut
$11.8M +$237K +3,335 +2%
STCG
130
Speece Thorson Capital Group
Minnesota
$11.7M -$125K -1,751 -1%
Korea Investment Corp
131
Korea Investment Corp
South Korea
$11.7M -$3.65M -51,220 -25%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$11.7M -$393K -5,516 -3%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$11.7M -$2.45M -34,455 -18%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$6.54M +91,832 +178%
FCM
135
Frontier Capital Management
Massachusetts
$11.1M -$308K -4,331 -3%
SLAM
136
Swiss Life Asset Management
$11M -$1.59M -22,345 -13%
GF
137
Gabelli Funds
New York
$10.8M -$275K -3,860 -3%
Asset Management One
138
Asset Management One
Japan
$10.6M +$214K +3,009 +2%
RAM
139
Resona Asset Management
Japan
$10.5M -$407K -5,717 -4%
MWM
140
Moran Wealth Management
Florida
$10.4M +$9.65M +135,541 New
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$10M -$810K -11,382 -8%
KBC Group
142
KBC Group
Belgium
$9.96M +$421K +5,915 +5%
PI
143
PineBridge Investments
New York
$9.88M -$5.88M -82,629 -39%
CIM
144
Corbyn Investment Management
Maryland
$9.82M -$120K -1,684 -1%
IIM
145
INTECH Investment Management
Florida
$9.73M -$1.74M -24,413 -16%
BEI
146
Benjamin Edwards Inc
Missouri
$9.69M +$52.3K +735 +0.6%
MIC
147
Means Investment Company
Maine
$9.69M +$71 +1 +0%
Allianz Asset Management
148
Allianz Asset Management
Germany
$9.61M -$4.15M -58,305 -32%
HighTower Advisors
149
HighTower Advisors
Illinois
$9.57M -$141K -1,975 -2%
Eagle Capital Management (New York)
150
Eagle Capital Management (New York)
New York
$9.47M -$4.7K -66 -0.1%
4 5
6
7 8

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.