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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
BS
326
Banco Santander
Spain
$1.7M
PCM
327
Parsons Capital Management
Rhode Island
$1.7M
BOTPPF
328
Board of the Pension Protection Fund
United Kingdom
$1.7M
EFG
329
Elm3 Financial Group
Georgia
$1.7M
MSU
330
Mizuho Securities USA
New York
$1.7M
ECM
331
Elgethun Capital Management
South Dakota
$1.69M
OPTFSNA
332
Old Point Trust & Financial Services N A
Virginia
$1.68M
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$1.65M
PCS
334
Personal CFO Solutions
New Jersey
$1.64M
A
335
AlphaQuest
New York
$1.64M
SCM
336
SKBA Capital Management
California
$1.64M
GAM
337
Generali Asset Management
Italy
$1.63M
BFG
338
Bleakley Financial Group
New Jersey
$1.63M
SEA
339
Stegent Equity Advisors
Texas
$1.59M
CI Investments Inc
340
CI Investments Inc
Ontario, Canada
$1.57M
EFMC
341
Empire Financial Management Company
New York
$1.55M
PIM
342
Pullen Investment Management
Florida
$1.53M
MPPW
343
Mitchell & Pahl Private Wealth
Oklahoma
$1.51M
DADC
344
D.A. Davidson & Co
Montana
$1.51M
GBWM
345
Granite Bay Wealth Management
New Hampshire
$1.49M
YIH
346
Y-Intercept (HK)
Hong Kong
$1.49M
CNBTD
347
Citizens National Bank Trust Department
Mississippi
$1.48M
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.48M
IMC Chicago
349
IMC Chicago
Illinois
$1.47M
Empower Advisory Group
350
Empower Advisory Group
Colorado
$1.44M