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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 %
SFI
176
Susquehanna Fundamental Investments
Pennsylvania
$6.81M -$6.05M -82,384 -47%
NVIM
177
New Vernon Investment Management
Illinois
$6.77M +$3.39M +46,103 +100%
GI
178
GAMCO Investors
Connecticut
$6.76M -$56K -762 -0.8%
DILIC
179
Dai-ichi Life Insurance Company
Japan
$6.75M -$940K -12,792 -12%
LIP
180
Lighthouse Investment Partners
Florida
$6.74M +$4.81M +65,432 +249%
NW
181
NewEdge Wealth
Pennsylvania
$6.69M -$104K -1,485 -2%
GIA
182
Gateway Investment Advisers
Ohio
$6.66M -$1.21M -16,442 -15%
VOYA Investment Management
183
VOYA Investment Management
Georgia
$6.62M -$217K -2,951 -3%
ASRS
184
Arizona State Retirement System
Arizona
$6.52M +$39.2K +533 +0.6%
Los Angeles Capital Management
185
Los Angeles Capital Management
California
$6.48M -$4.36M -59,405 -40%
Creative Planning
186
Creative Planning
Kansas
$6.46M +$558K +7,598 +9%
TIP
187
Torray Investment Partners
Maryland
$6.45M -$9.72M -132,279 -60%
SOMRS
188
State of Michigan Retirement System
Michigan
$6.3M +$316K +4,300 +5%
Axa
189
Axa
France
$6.27M -$465K -6,323 -7%
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$6.16M +$20.1K +278 +0.3%
BBI
191
Baxter Bros Inc
Connecticut
$6.1M +$698K +9,503 +13%
MA
192
Montag & Associates
Georgia
$6.06M -$379K -5,163 -6%
AC
193
Annandale Capital
Texas
$6.05M – – –
MCM
194
Mattern Capital Management
Colorado
$5.97M +$561K +7,630 +10%
Skandinaviska Enskilda Banken (SEB)
195
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.81M -$500K -6,800 -8%
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$5.73M +$954K +12,988 +20%
VCA
197
Verdence Capital Advisors
Maryland
$5.7M +$502K +6,834 +10%
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$5.63M +$544K +7,407 +11%
Canada Pension Plan Investment Board
199
Canada Pension Plan Investment Board
Ontario, Canada
$5.62M -$1.21M -16,500 -18%
BCFS
200
Butensky & Cohen Financial Security
Florida
$5.62M -$643K -8,749 -10%
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