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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 %
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$9.57M -$4.45M -62,540 -32%
MNA
152
Manning & Napier Advisors
New York
$9.41M -$742K -10,434 -7%
BEI
153
Benjamin Edwards Inc
Missouri
$9.37M -$507K -7,124 -5%
CIM
154
Corbyn Investment Management
Maryland
$9.35M +$81.8K +1,150 +0.9%
MIC
155
Means Investment Company
Maine
$9M – – –
HighTower Advisors
156
HighTower Advisors
Illinois
$8.99M +$154K +2,170 +2%
Eagle Capital Management (New York)
157
Eagle Capital Management (New York)
New York
$8.79M – – –
FC
158
Forte Capital
New York
$8.77M +$70.7K +993 +0.8%
Wellington Management Group
159
Wellington Management Group
Massachusetts
$8.67M -$28.3M -397,182 -77%
Franklin Resources
160
Franklin Resources
California
$8.33M +$5.37M +75,419 +181%
BC
161
Burney Company
Virginia
$8.27M -$40.6K -571 -0.5%
MSV
162
MN Services Vermogensbeheer
Netherlands
$8.01M -$648K -9,100 -7%
APF
163
Alaska Permanent Fund
Alaska
$7.99M – – –
EAM
164
Erste Asset Management
Austria
$7.91M -$1.2M -16,979 -13%
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$7.9M -$1.2M -16,861 -13%
FSG
166
Financial Strategies Group
Michigan
$7.74M -$415K -6,064 -5%
KBC Group
167
KBC Group
Belgium
$7.67M +$159K +2,230 +2%
GIA
168
Gateway Investment Advisers
Ohio
$7.62M +$1.42K +20 +0%
KK
169
KLP Kapitalforvaltning
Norway
$7.46M – – –
DILIC
170
Dai-ichi Life Insurance Company
Japan
$7.45M -$169K -2,373 -2%
Mariner
171
Mariner
Kansas
$7.42M +$230K +3,228 +3%
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$7.31M -$338K -4,818 -4%
LF
173
Lansforsakringar Fondforvaltning
Sweden
$7.16M -$126K -1,768 -2%
7CM
174
7G Capital Management
New York
$7.05M +$7.05M +99,064 New
Rafferty Asset Management
175
Rafferty Asset Management
New York
$7M -$554K -7,783 -7%
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