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W.R. Berkley

918 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, 307 increasing their positions, 356 reducing their positions, and 80 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:

2.48% less ownership

Funds ownership: 67.1%64.61% (-2.5%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

14% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 356

Holders
918
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
KK
126
KLP Kapitalforvaltning
Norway
$12.5M
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$12.2M
Hudson Bay Capital Management
128
Hudson Bay Capital Management
Connecticut
$11.8M
STCG
129
Speece Thorson Capital Group
Minnesota
$11.7M
Korea Investment Corp
130
Korea Investment Corp
South Korea
$11.7M
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$11.7M
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$11.7M
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$11.2M
FCM
134
Frontier Capital Management
Massachusetts
$11.1M
SLAM
135
Swiss Life Asset Management
$11M
GF
136
Gabelli Funds
New York
$10.8M
Asset Management One
137
Asset Management One
Japan
$10.6M
RAM
138
Resona Asset Management
Japan
$10.5M
MWM
139
Moran Wealth Management
Florida
$10.4M
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$10M
PI
141
PineBridge Investments
New York
$9.88M
CIM
142
Corbyn Investment Management
Maryland
$9.82M
IIM
143
INTECH Investment Management
Florida
$9.73M
BEI
144
Benjamin Edwards Inc
Missouri
$9.69M
MIC
145
Means Investment Company
Maine
$9.69M
Allianz Asset Management
146
Allianz Asset Management
Germany
$9.61M
HighTower Advisors
147
HighTower Advisors
Illinois
$9.57M
Eagle Capital Management (New York)
148
Eagle Capital Management (New York)
New York
$9.47M
Ameriprise
149
Ameriprise
Minnesota
$9.03M
FSG
150
Financial Strategies Group
Michigan
$8.88M