W.R. Berkley
930 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, 312 increasing their positions, 359 reducing their positions, and 79 closing their positions.
623% more call options, than puts
Call options by funds: $22.4M | Put options by funds: $3.1M
29% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 79
1% more funds holding
Funds holding: 919 → 930 (+11)
2% more capital invested
Capital invested by funds: $18.7B → $19B (+$288M)
2.42% less ownership
Funds ownership: 67.16% → 64.73% (-2.4%)
13% less repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 359
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
+$634M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$87.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$46.8M |
| 4 |
Goldman Sachs
New York
|
+$30.5M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$168M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$114M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$105M |
| 4 |
Morgan Stanley
New York
|
-$102M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$84.3M |
WRB Hedge Fund Activity: Q3 2025 in Review
930 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new WRB positions and 79 closed out — a net gain of 23 holders — while 312 added to existing stakes and 359 trimmed.
The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.
- 930 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 919 in Q2 2025.
- Funds reported $19B of W.R. Berkley stock for Q3 2025, up 1.5% quarter-over-quarter.
- 102 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +23 holders.
- The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
- The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2025.