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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 %
State of New Jersey Common Pension Fund D
176
State of New Jersey Common Pension Fund D
New Jersey
$6.99M -$722K -10,153 -9%
AI
177
Atria Investments
North Carolina
$6.89M +$252K +3,543 +4%
NW
178
NewEdge Wealth
Pennsylvania
$6.89M +$64.5K +906 +0.9%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$6.85M +$164K +2,304 +2%
Nomura Asset Management
180
Nomura Asset Management
Japan
$6.72M -$308K -4,325 -4%
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$6.69M +$3.88M +54,574 +138%
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.65M -$744K -10,451 -10%
Canada Pension Plan Investment Board
183
Canada Pension Plan Investment Board
Ontario, Canada
$6.62M – – –
VOYA Investment Management
184
VOYA Investment Management
Georgia
$6.62M -$2.79M -39,228 -30%
GI
185
GAMCO Investors
Connecticut
$6.6M -$326K -4,575 -5%
Axa
186
Axa
France
$6.52M +$750K +10,540 +13%
ASRS
187
Arizona State Retirement System
Arizona
$6.27M -$18.9K -266 -0.3%
MA
188
Montag & Associates
Georgia
$6.24M -$22.8K -320 -0.4%
EP
189
Edgestream Partners
New Jersey
$6.17M +$6.17M +86,664 New
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.11M -$128K -1,800 -2%
BCFS
191
Butensky & Cohen Financial Security
Florida
$6.07M -$79.4K -1,116 -1%
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$5.99M -$19.6K -278 -0.3%
Nordea Investment Management
193
Nordea Investment Management
Sweden
$5.9M +$4.1M +57,348 +228%
AC
194
Annandale Capital
Texas
$5.86M – – –
PI
195
PGGM Investments
Netherlands
$5.85M – – –
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$5.84M -$7.55M -106,075 -56%
SOMRS
197
State of Michigan Retirement System
Michigan
$5.79M -$21.3K -300 -0.4%
OCA
198
Otter Creek Advisors
Florida
$5.72M -$485K -6,809 -8%
Creative Planning
199
Creative Planning
Kansas
$5.72M +$290K +4,070 +5%
Public Sector Pension Investment Board (PSP Investments)
200
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.71M +$150K +2,107 +3%
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