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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
ASRS
176
Arizona State Retirement System
Arizona
$6.87M
DWM
177
Dakota Wealth Management
Florida
$6.85M
Citadel Advisors
178
Citadel Advisors
Florida
$6.82M
Los Angeles Capital Management
179
Los Angeles Capital Management
California
$6.8M
GI
180
GAMCO Investors
Connecticut
$6.7M
SOMRS
181
State of Michigan Retirement System
Michigan
$6.53M
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$6.45M
Credit Agricole
183
Credit Agricole
France
$6.37M
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$6.28M
VF
185
Vest Financial
Virginia
$6.26M
MA
186
Montag & Associates
Georgia
$6.18M
VA
187
Vident Advisory
Georgia
$6.18M
BBI
188
Baxter Bros Inc
Connecticut
$6.14M
Comerica Bank
189
Comerica Bank
Texas
$6.14M
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.09M
Point72 Asset Management
191
Point72 Asset Management
Connecticut
$6.06M
EAM
192
Erste Asset Management
Austria
$5.91M
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$5.91M
Jacobs Levy Equity Management
194
Jacobs Levy Equity Management
New Jersey
$5.9M
BCFS
195
Butensky & Cohen Financial Security
Florida
$5.89M
Canada Pension Plan Investment Board
196
Canada Pension Plan Investment Board
Ontario, Canada
$5.86M
CNB
197
Czech National Bank
Czech Republic
$5.83M
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$5.78M
GC
199
Gillson Capital
Illinois
$5.69M
MIM
200
MetLife Investment Management
New Jersey
$5.68M