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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
AI
176
Atria Investments
North Carolina
$6.92M
ASRS
177
Arizona State Retirement System
Arizona
$6.87M
DWM
178
Dakota Wealth Management
Florida
$6.85M
Citadel Advisors
179
Citadel Advisors
Florida
$6.82M
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$6.8M
GI
181
GAMCO Investors
Connecticut
$6.7M
SOMRS
182
State of Michigan Retirement System
Michigan
$6.53M
DekaBank Deutsche Girozentrale
183
DekaBank Deutsche Girozentrale
Germany
$6.45M
Credit Agricole
184
Credit Agricole
France
$6.37M
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$6.28M
VF
186
Vest Financial
Virginia
$6.26M
MA
187
Montag & Associates
Georgia
$6.18M
VA
188
Vident Advisory
Georgia
$6.18M
BBI
189
Baxter Bros Inc
Connecticut
$6.14M
Comerica Bank
190
Comerica Bank
Texas
$6.14M
Skandinaviska Enskilda Banken (SEB)
191
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.09M
Point72 Asset Management
192
Point72 Asset Management
Connecticut
$6.06M
EAM
193
Erste Asset Management
Austria
$5.91M
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$5.91M
Jacobs Levy Equity Management
195
Jacobs Levy Equity Management
New Jersey
$5.9M
BCFS
196
Butensky & Cohen Financial Security
Florida
$5.89M
Canada Pension Plan Investment Board
197
Canada Pension Plan Investment Board
Ontario, Canada
$5.86M
CNB
198
Czech National Bank
Czech Republic
$5.83M
Handelsbanken Fonder
199
Handelsbanken Fonder
Sweden
$5.78M
GC
200
Gillson Capital
Illinois
$5.69M