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W.R. Berkley
WRB

Overview Fund Activity

900 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 330 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
12.07%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
99
Increased
345
Reduced
330
Closed
81
Calls
$13.6M
Puts
$6.71M
Net Calls
+$6.91M
Net Calls Change
-$2.34M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$188M
2
BlackRock
BlackRock
New York
$1.85B
3
FGP
Freestone Grove Partners
California
$63M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.72B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$534M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$972M
2
UBS AM
UBS AM
Illinois
$32.7M
3
Bank of America
Bank of America
North Carolina
$197M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.72B +$46M +625,685 +2%
BlackRock
2
BlackRock
New York
$1.85B +$79M +1,075,468 +4%
State Street
3
State Street
Massachusetts
$1.09B -$16.8M -229,263 -2%
Morgan Stanley
4
Morgan Stanley
New York
$972M -$188M -2,556,206 -16%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$815M -$50.8M -691,202 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$599M +$21.2M +289,172 +4%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$597M -$41.6M -566,866 -7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$534M +$42.5M +577,873 +9%
Norges Bank
9
Norges Bank
Norway
$368M +$368M +5,007,772 New
Principal Financial Group
10
Principal Financial Group
Iowa
$367M -$1.7M -23,076 -0.5%
Wells Fargo
11
Wells Fargo
California
$299M -$3.05M -41,536 -1%
First Trust Advisors
12
First Trust Advisors
Illinois
$291M -$37.6M -511,890 -11%
Invesco
13
Invesco
Georgia
$270M -$36.4M -494,901 -12%
Northern Trust
14
Northern Trust
Illinois
$226M -$11.5M -156,208 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$224M +$253K +3,442 +0.1%
PCH
16
Polar Capital Holdings
United Kingdom
$215M – – –
Royal London Asset Management
17
Royal London Asset Management
United Kingdom
$201M +$8.89M +121,045 +5%
Bank of America
18
Bank of America
North Carolina
$197M -$58.8M -800,176 -23%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$194M -$4.14M -56,332 -2%
UBS Group
20
UBS Group
Switzerland
$192M +$336K +4,571 +0.2%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$188M +$188M +2,561,230 New
Legal & General Group
22
Legal & General Group
United Kingdom
$153M +$12.3M +167,677 +9%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M -$51.5M -701,455 -26%
MAM
24
Madison Asset Management
Wisconsin
$136M +$852K +11,597 +0.6%
Charles Schwab
25
Charles Schwab
California
$136M +$1.86M +25,344 +1%
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