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W.R. Berkley

924 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, 311 increasing their positions, 357 reducing their positions, and 79 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.44% less ownership

Funds ownership: 67.09%64.65% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 357

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
924
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 +$634M
2 +$87.2M
3 +$46.8M
4
Goldman Sachs
Goldman Sachs
New York
+$30.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$24.5M

Top Sellers

1 -$168M
2 -$114M
3 -$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
FSG
151
Financial Strategies Group
Michigan
$8.88M
BC
152
Burney Company
Virginia
$8.82M
AssetMark Inc
153
AssetMark Inc
California
$8.74M
MSV
154
MN Services Vermogensbeheer
Netherlands
$8.62M
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$8.38M
Creative Planning
156
Creative Planning
Kansas
$8.37M
DILIC
157
Dai-ichi Life Insurance Company
Japan
$8.27M
AAF
158
Andra AP-fonden
Sweden
$8.12M
Osaic Holdings
159
Osaic Holdings
Arizona
$8.06M
LF
160
Lansforsakringar Fondforvaltning
Sweden
$8.02M
Man Group
161
Man Group
United Kingdom
$7.93M
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$7.79M
MCM
163
Mattern Capital Management
Colorado
$7.78M
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
$7.73M
Nomura Asset Management
165
Nomura Asset Management
Japan
$7.71M
ERIC
166
Eagle Rock Investment Company
Georgia
$7.67M
7CM
167
7G Capital Management
New York
$7.66M
VCA
168
Verdence Capital Advisors
Maryland
$7.65M
Rafferty Asset Management
169
Rafferty Asset Management
New York
$7.64M
VAS
170
Vestmark Advisory Solutions
Massachusetts
$7.54M
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$7.09M
NVIM
172
New Vernon Investment Management
Illinois
$7.06M
NW
173
NewEdge Wealth
Pennsylvania
$7.01M
GIA
174
Gateway Investment Advisers
Ohio
$6.98M
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.95M