W.R. Berkley
923 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 351 increasing their positions, 339 reducing their positions, and 81 closing their positions.
103% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $6.71M
21% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 81
4% more repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 339
1% more funds holding
Funds holding: 917 → 923 (+6)
2.01% less ownership
Funds ownership: 69.17% → 67.16% (-2%)
24% less funds holding in top 10
Funds holding in top 10: 29 → 22 (-7)
38% less capital inflows, than outflows
Capital inflows: $847M | Capital outflows: $1.37B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$184M |
| 2 |
BlackRock
New York
|
+$77.1M |
| 3 |
Freestone Grove Partners
San Francisco,
California
|
+$61.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.8M |
| 5 |
JP Morgan Chase
New York
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$183M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$150M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$57.4M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$50.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$49.5M |
WRB Hedge Fund Activity: Q2 2025 in Review
923 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2025, worth a combined $18.7B — up 0.25% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new WRB positions and 81 closed out — a net gain of 17 holders — while 351 added to existing stakes and 339 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $184M. The largest seller was Morgan Stanley, cutting an estimated $183M.
- 923 institutional investors held W.R. Berkley (WRB) as of Q2 2025, up from 917 in Q1 2025.
- Funds reported $18.7B of W.R. Berkley stock for Q2 2025, up 0.25% quarter-over-quarter.
- 98 funds opened new W.R. Berkley positions in Q2 2025 and 81 closed out, a net change of +17 holders.
- The largest W.R. Berkley buyer in Q2 2025 was Balyasny Asset Management, an estimated $184M added.
- The largest W.R. Berkley seller in Q2 2025 was Morgan Stanley, an estimated $183M sold.
Based on aggregated 13F filings for Q2 2025.