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W.R. Berkley

922 hedge funds and large institutions have $19.8B invested in W.R. Berkley in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 307 increasing their positions, 345 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% less funds holding

Funds holding: 924922 (-2)

11% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 345

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
922
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.8M
Puts
$14.5M
Net Calls
Net Calls Change

Top Buyers

1 +$163M
2 +$84M
3 +$72.3M
4
UBS Group
UBS Group
Switzerland
+$66.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$34.6M

Top Sellers

1 -$683M
2 -$249M
3 -$187M
4
Morgan Stanley
Morgan Stanley
New York
-$148M
5
JP Morgan Chase
JP Morgan Chase
New York
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
276
QRG Capital Management
Illinois
$2.63M
SIA
277
SeaBridge Investment Advisors
New Jersey
$2.62M
EWM
278
Empirical Wealth Management
Washington
$2.62M
Mirae Asset Global ETFs Holdings
279
Mirae Asset Global ETFs Holdings
Hong Kong
$2.56M
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$2.55M
Neuberger Berman Group
281
Neuberger Berman Group
New York
$2.53M
Pacer Advisors
282
Pacer Advisors
Pennsylvania
$2.49M
CIBC World Market
283
CIBC World Market
Ontario, Canada
$2.49M
Millennium Management
284
Millennium Management
New York
$2.47M
APIM
285
Agate Pass Investment Management
Washington
$2.46M
IAA
286
Independent Advisor Alliance
North Carolina
$2.44M
IIL
287
Insight Inv LLC
California
$2.43M
DF
288
Donoghue Forlines
Massachusetts
$2.41M
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$2.41M
AF
290
Avanza Fonder
Sweden
$2.39M
RMC
291
Resources Management Corp
Connecticut
$2.37M
DCM
292
Dean Capital Management
Kansas
$2.33M
FA
293
Faithward Advisors
Pennsylvania
$2.32M
ATC
294
Argent Trust Co
Tennessee
$2.31M
MOACM
295
Mutual of America Capital Management
New York
$2.26M
SPIA
296
Steward Partners Investment Advisory
New York
$2.26M
Nordea Investment Management
297
Nordea Investment Management
Sweden
$2.21M
LIM
298
Leavell Investment Management
Alabama
$2.18M
CCM
299
Coldstream Capital Management
Washington
$2.14M
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
$2.14M