W.R. Berkley
937 hedge funds and large institutions have $18.9B invested in W.R. Berkley in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 312 increasing their positions, 362 reducing their positions, and 79 closing their positions.
623% more call options, than puts
Call options by funds: $22.4M | Put options by funds: $3.1M
30% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 79
1% more funds holding
Funds holding: 925 → 937 (+12)
2.42% less ownership
Funds ownership: 67.16% → 64.74% (-2.4%)
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
14% less repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 362
35% less capital inflows, than outflows
Capital inflows: $1.17B | Capital outflows: $1.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jefferies Financial Group
New York
|
+$634M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$87.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$46.8M |
| 4 |
Goldman Sachs
New York
|
+$30.5M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$168M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$114M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$105M |
| 4 |
Morgan Stanley
New York
|
-$102M |
| 5 |
Woodline Partners
San Francisco,
California
|
-$84.3M |
WRB Hedge Fund Activity: Q3 2025 in Review
937 of the 7,656 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2025, worth a combined $18.9B — up 1.2% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new WRB positions and 79 closed out — a net gain of 24 holders — while 312 added to existing stakes and 362 trimmed.
The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $168M.
- 937 institutional investors held W.R. Berkley (WRB) as of Q3 2025, up from 925 in Q2 2025.
- Funds reported $18.9B of W.R. Berkley stock for Q3 2025, up 1.2% quarter-over-quarter.
- 103 funds opened new W.R. Berkley positions in Q3 2025 and 79 closed out, a net change of +24 holders.
- The largest W.R. Berkley buyer in Q3 2025 was Jefferies Financial Group, an estimated $634M added.
- The largest W.R. Berkley seller in Q3 2025 was JP Morgan Chase, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2025.