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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
BC
151
Burney Company
Virginia
$8.82M
AssetMark Inc
152
AssetMark Inc
California
$8.74M
MSV
153
MN Services Vermogensbeheer
Netherlands
$8.62M
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$8.38M
Creative Planning
155
Creative Planning
Kansas
$8.37M
DILIC
156
Dai-ichi Life Insurance Company
Japan
$8.27M
AAF
157
Andra AP-fonden
Sweden
$8.12M
Osaic Holdings
158
Osaic Holdings
Arizona
$8.06M
LF
159
Lansforsakringar Fondforvaltning
Sweden
$8.02M
Man Group
160
Man Group
United Kingdom
$7.93M
State of New Jersey Common Pension Fund D
161
State of New Jersey Common Pension Fund D
New Jersey
$7.79M
MCM
162
Mattern Capital Management
Colorado
$7.78M
Bank of Nova Scotia
163
Bank of Nova Scotia
Ontario, Canada
$7.73M
Nomura Asset Management
164
Nomura Asset Management
Japan
$7.71M
ERIC
165
Eagle Rock Investment Company
Georgia
$7.67M
7CM
166
7G Capital Management
New York
$7.66M
VCA
167
Verdence Capital Advisors
Maryland
$7.65M
Rafferty Asset Management
168
Rafferty Asset Management
New York
$7.64M
VAS
169
Vestmark Advisory Solutions
Massachusetts
$7.54M
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$7.09M
NVIM
171
New Vernon Investment Management
Illinois
$7.06M
NW
172
NewEdge Wealth
Pennsylvania
$7.01M
GIA
173
Gateway Investment Advisers
Ohio
$6.98M
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.95M
AI
175
Atria Investments
North Carolina
$6.92M