WRB icon

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
Lido Advisors
301
Lido Advisors
California
$2.14M
TPCW
302
TD Private Client Wealth
New York
$2.13M
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$2.11M
CIA
304
Citadel Investment Advisory
Ohio
$2.08M
ACL
305
Applied Capital LLC
Florida
$2.08M
MOS
306
MGO One Seven
Ohio
$2.07M
TAF
307
Tredje AP-fonden
Sweden
$2.04M
BAMF
308
BI Asset Management Fondsmaeglerselskab
Denmark
$2.03M
BAM
309
Belpointe Asset Management
Nevada
$1.96M
EWA
310
EP Wealth Advisors
California
$1.92M
AC
311
Allstate Corporation
Illinois
$1.92M
Two Sigma Investments
312
Two Sigma Investments
New York
$1.86M
AT
313
American Trust
Kentucky
$1.85M
CS
314
Candriam SCA
Luxembourg
$1.85M
VIA
315
Virtus Investment Advisers
Connecticut
$1.84M
BPA
316
Beacon Pointe Advisors
California
$1.84M
OQS
317
Occudo Quantitative Strategies
Florida
$1.82M
NFSG
318
Newbridge Financial Services Group
Florida
$1.76M
CAG
319
Cypress Advisory Group
Arizona
$1.75M
GWI
320
Grace & White Inc
New York
$1.74M
PFS
321
Prospera Financial Services
Texas
$1.74M
CGH
322
Crossmark Global Holdings
Texas
$1.73M
BCI
323
Brinker Capital Investments
Pennsylvania
$1.73M
NWMG
324
Nicholson Wealth Management Group
South Carolina
$1.72M
BHCM
325
Brevan Howard Capital Management
Jersey
$1.72M