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W.R. Berkley
WRB

Overview Fund Activity

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12.01%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$368M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$188M
3
BlackRock
3
BlackRock
New York
$1.85B
4
FGP
4
Freestone Grove Partners
California
$63M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$972M
2
UBS AM
2
UBS AM
Illinois
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
NVIM
176
New Vernon Investment Management
Illinois
$6.77M 92,206 +46,103 +100%
GI
177
GAMCO Investors
Connecticut
$6.76M 91,992 -762 -0.8%
DILIC
178
Dai-ichi Life Insurance Company
Japan
$6.75M 91,872 -12,792 -12%
LIP
179
Lighthouse Investment Partners
Florida
$6.74M 91,733 +65,432 +249%
NW
180
NewEdge Wealth
Pennsylvania
$6.69M 95,389 -1,485 -2%
GIA
181
Gateway Investment Advisers
Ohio
$6.66M 90,618 -16,442 -15%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$6.62M 90,039 -2,951 -3%
ASRS
183
Arizona State Retirement System
Arizona
$6.52M 88,693 +533 +0.6%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$6.48M 88,185 -59,405 -40%
Creative Planning
185
Creative Planning
Kansas
$6.46M 87,943 +7,598 +9%
TIP
186
Torray Investment Partners
Maryland
$6.45M 87,810 -132,279 -60%
SOMRS
187
State of Michigan Retirement System
Michigan
$6.3M 85,719 +4,300 +5%
Axa
188
Axa
France
$6.27M 85,347 -6,323 -7%
DekaBank Deutsche Girozentrale
189
DekaBank Deutsche Girozentrale
Germany
$6.16M 85,269 +278 +0.3%
BBI
190
Baxter Bros Inc
Connecticut
$6.1M 82,961 +9,503 +13%
MA
191
Montag & Associates
Georgia
$6.06M 82,542 -5,163 -6%
AC
192
Annandale Capital
Texas
$6.05M 82,279 – –
MCM
193
Mattern Capital Management
Colorado
$5.97M 81,220 +7,630 +10%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.81M 79,097 -6,800 -8%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$5.73M 77,992 +12,988 +20%
VCA
196
Verdence Capital Advisors
Maryland
$5.7M 77,529 +6,834 +10%
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
$5.63M 76,672 +7,407 +11%
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
$5.62M 76,500 -16,500 -18%
BCFS
199
Butensky & Cohen Financial Security
Florida
$5.62M 76,484 -8,749 -10%
ERIC
200
Eagle Rock Investment Company
Georgia
$5.62M 76,451 +42,258 +124%
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