W.R. Berkley
917 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 333 increasing their positions, 332 reducing their positions, and 71 closing their positions.
142% more funds holding in top 10
Funds holding in top 10: 12 → 29 (+17)
110% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $8.4M
76% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 71
22% more capital invested
Capital invested by funds: $15.3B → $18.7B (+$3.33B)
5% more funds holding
Funds holding: 877 → 917 (+40)
0.44% more ownership
Funds ownership: 68.73% → 69.17% (+0.44%)
0% more repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 332
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$228M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$146M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$75.9M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$57.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$158M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$126M |
| 3 |
Janus Henderson Group
London,
|
-$77.8M |
| 4 |
Millennium Management
New York
|
-$46.3M |
| 5 |
Goldman Sachs
New York
|
-$37.1M |
WRB Hedge Fund Activity: Q1 2025 in Review
917 of the 7,477 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2025, worth a combined $18.7B — up 22% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new WRB positions and 71 closed out — a net gain of 54 holders — while 333 added to existing stakes and 332 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $228M. The largest seller was Morgan Stanley, cutting an estimated $158M.
- 917 institutional investors held W.R. Berkley (WRB) as of Q1 2025, up from 877 in Q4 2024.
- Funds reported $18.7B of W.R. Berkley stock for Q1 2025, up 22% quarter-over-quarter.
- 125 funds opened new W.R. Berkley positions in Q1 2025 and 71 closed out, a net change of +54 holders.
- The largest W.R. Berkley buyer in Q1 2025 was First Trust Advisors, an estimated $228M added.
- The largest W.R. Berkley seller in Q1 2025 was Morgan Stanley, an estimated $158M sold.
Based on aggregated 13F filings for Q1 2025.