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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
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.51M
FAF
202
Första AP-fonden
Sweden
$5.45M
VOYA Investment Management
203
VOYA Investment Management
Georgia
$5.31M
ASN
204
Advisory Services Network
Georgia
$5.26M
Daiwa Securities Group
205
Daiwa Securities Group
Japan
$5.25M
DnB Asset Management
206
DnB Asset Management
Norway
$5.12M
Verition Fund Management
207
Verition Fund Management
Connecticut
$5.08M
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$5.05M
PFM
209
Patton Fund Management
Texas
$4.98M
Mariner
210
Mariner
Kansas
$4.96M
Public Sector Pension Investment Board (PSP Investments)
211
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.95M
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$4.91M
Retirement Systems of Alabama
213
Retirement Systems of Alabama
Alabama
$4.9M
P
214
&Partners
Tennessee
$4.84M
DIA
215
Dean Investment Associates
Ohio
$4.82M
MNA
216
Manning & Napier Advisors
New York
$4.78M
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$4.75M
ProShare Advisors
218
ProShare Advisors
Maryland
$4.67M
MG
219
Markel Group
Virginia
$4.65M
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$4.48M
AB
221
Amalgamated Bank
New York
$4.46M
SOADOR
222
State of Alaska Department of Revenue
Alaska
$4.4M
AMG
223
Asset Management Group
Connecticut
$4.34M
OCA
224
Otter Creek Advisors
Florida
$4.33M
Bank Julius Baer & Co
225
Bank Julius Baer & Co
Switzerland
$4.32M