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W.R. Berkley
WRB

Overview Fund Activity

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$318M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$186M
3
Wells Fargo
3
Wells Fargo
California
$292M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$69.7M
5
UBS Group
5
UBS Group
Switzerland
$186M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.12B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$619M
5
Millennium Management
5
Millennium Management
New York
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.59B 36,336,103 -100,370 -0.3%
BlackRock
2
BlackRock
New York
$1.72B 24,159,566 -201,400 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$1.12B 15,792,321 -2,572,922 -14%
State Street
4
State Street
Massachusetts
$1.07B 15,000,772 -109,208 -0.7%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$839M 11,787,639 +65,163 +0.6%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$619M 8,688,048 -1,268,972 -13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$560M 7,900,076 +205,373 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$477M 6,696,361 -396,910 -6%
Principal Financial Group
9
Principal Financial Group
Iowa
$357M 5,022,039 +900,071 +22%
First Trust Advisors
10
First Trust Advisors
Illinois
$318M 4,470,639 +3,724,627 +499%
Invesco
11
Invesco
Georgia
$296M 4,163,337 -389,679 -9%
Wells Fargo
12
Wells Fargo
California
$292M 4,107,672 +1,237,967 +43%
Bank of America
13
Bank of America
North Carolina
$248M 3,483,776 +534,203 +18%
Northern Trust
14
Northern Trust
Illinois
$230M 3,237,363 -42,327 -1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$217M 3,050,425 -68,897 -2%
PCH
16
Polar Capital Holdings
United Kingdom
$208M 2,925,000 – –
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195M 2,735,341 -2,052,020 -43%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$192M 2,691,143 -142,840 -5%
Royal London Asset Management
19
Royal London Asset Management
United Kingdom
$186M 2,617,567 +2,378,175 +993%
UBS Group
20
UBS Group
Switzerland
$186M 2,609,670 +904,706 +53%
UBS AM
21
UBS AM
Illinois
$181M 2,539,691 +52,594 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$137M 1,918,351 +3,747 +0.2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$133M 1,871,917 -75,128 -4%
MAM
24
Madison Asset Management
Wisconsin
$131M 1,842,275 +160,017 +10%
Charles Schwab
25
Charles Schwab
California
$130M 1,822,617 +25,782 +1%
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