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W.R. Berkley

931 hedge funds and large institutions have $19.9B invested in W.R. Berkley in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 310 increasing their positions, 347 reducing their positions, and 100 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: $ → $

1% more funds holding

Funds holding: 925931 (+6)

11% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 347

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
931
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 +$84.2M
3 +$72.3M
4
UBS Group
UBS Group
Switzerland
+$66.8M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$65.2M

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