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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
MIM
201
MetLife Investment Management
New Jersey
$5.68M
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.51M
FAF
203
Första AP-fonden
Sweden
$5.45M
VOYA Investment Management
204
VOYA Investment Management
Georgia
$5.31M
ASN
205
Advisory Services Network
Georgia
$5.26M
Daiwa Securities Group
206
Daiwa Securities Group
Japan
$5.25M
DnB Asset Management
207
DnB Asset Management
Norway
$5.12M
Verition Fund Management
208
Verition Fund Management
Connecticut
$5.08M
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$5.05M
PFM
210
Patton Fund Management
Texas
$4.98M
Mariner
211
Mariner
Kansas
$4.96M
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.95M
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$4.91M
Retirement Systems of Alabama
214
Retirement Systems of Alabama
Alabama
$4.9M
P
215
&Partners
Tennessee
$4.84M
DIA
216
Dean Investment Associates
Ohio
$4.82M
MNA
217
Manning & Napier Advisors
New York
$4.78M
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$4.75M
ProShare Advisors
219
ProShare Advisors
Maryland
$4.67M
MG
220
Markel Group
Virginia
$4.65M
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$4.48M
AB
222
Amalgamated Bank
New York
$4.46M
SOADOR
223
State of Alaska Department of Revenue
Alaska
$4.4M
AMG
224
Asset Management Group
Connecticut
$4.34M
OCA
225
Otter Creek Advisors
Florida
$4.33M