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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
99
Increased
345
Reduced
330
Closed
81
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$188M
2
BlackRock
BlackRock
New York
$1.85B
3
FGP
Freestone Grove Partners
California
$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.72B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$534M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$972M
2
UBS AM
UBS AM
Illinois
$32.7M
3
Bank of America
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
151
HighTower Advisors
Illinois
$9.32M +$35.3K +480 +0.4%
MIC
152
Means Investment Company
Maine
$9.29M +$73 +1 +0%
BEI
153
Benjamin Edwards Inc
Missouri
$9.24M -$431K -5,871 -4%
Man Group
154
Man Group
United Kingdom
$9.14M -$1.85M -25,173 -17%
KBC Group
155
KBC Group
Belgium
$9.12M +$1.2M +16,352 +15%
FC
156
Forte Capital
New York
$9.08M +$26.4K +359 +0.3%
Eagle Capital Management (New York)
157
Eagle Capital Management (New York)
New York
$9.08M +$4.85K +66 +0.1%
Ameriprise
158
Ameriprise
Minnesota
$8.57M -$2.22M -30,276 -21%
BC
159
Burney Company
Virginia
$8.55M +$19.2K +261 +0.2%
GAM
160
Gotham Asset Management
New York
$8.54M +$4.93M +67,119 +137%
MNA
161
Manning & Napier Advisors
New York
$8.54M -$1.18M -16,101 -12%
MSV
162
MN Services Vermogensbeheer
Netherlands
$8.27M – – –
Mariner
163
Mariner
Kansas
$8.15M +$489K +6,656 +6%
KK
164
KLP Kapitalforvaltning
Norway
$8.04M +$331K +4,500 +4%
FSG
165
Financial Strategies Group
Michigan
$7.69M -$115K -1,670 -1%
AssetMark Inc
166
AssetMark Inc
California
$7.67M -$2.45M -33,308 -24%
AI
167
Atria Investments
North Carolina
$7.39M +$276K +3,750 +4%
7CM
168
7G Capital Management
New York
$7.35M +$68.8K +936 +0.9%
Nomura Asset Management
169
Nomura Asset Management
Japan
$7.33M +$391K +5,320 +6%
Rafferty Asset Management
170
Rafferty Asset Management
New York
$7.32M +$89.1K +1,213 +1%
State of New Jersey Common Pension Fund D
171
State of New Jersey Common Pension Fund D
New Jersey
$7.22M – – –
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.12M +$249K +3,395 +4%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$7.11M +$207K +2,813 +3%
VAS
174
Vestmark Advisory Solutions
Massachusetts
$7.02M -$7.05M -95,937 -50%
LF
175
Lansforsakringar Fondforvaltning
Sweden
$6.84M -$543K -7,393 -7%
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