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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
BHCM
326
Brevan Howard Capital Management
Jersey
$1.72M
BS
327
Banco Santander
Spain
$1.7M
PCM
328
Parsons Capital Management
Rhode Island
$1.7M
BOTPPF
329
Board of the Pension Protection Fund
United Kingdom
$1.7M
EFG
330
Elm3 Financial Group
Georgia
$1.7M
MSU
331
Mizuho Securities USA
New York
$1.7M
ECM
332
Elgethun Capital Management
South Dakota
$1.69M
OPTFSNA
333
Old Point Trust & Financial Services N A
Virginia
$1.68M
TRSOTSOK
334
Teachers Retirement System of the State of Kentucky
Kentucky
$1.65M
PCS
335
Personal CFO Solutions
New Jersey
$1.64M
A
336
AlphaQuest
New York
$1.64M
SCM
337
SKBA Capital Management
California
$1.64M
GAM
338
Generali Asset Management
Italy
$1.63M
BFG
339
Bleakley Financial Group
New Jersey
$1.63M
SEA
340
Stegent Equity Advisors
Texas
$1.59M
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$1.57M
EFMC
342
Empire Financial Management Company
New York
$1.55M
PIM
343
Pullen Investment Management
Florida
$1.53M
MPPW
344
Mitchell & Pahl Private Wealth
Oklahoma
$1.51M
DADC
345
D.A. Davidson & Co
Montana
$1.51M
GBWM
346
Granite Bay Wealth Management
New Hampshire
$1.49M
YIH
347
Y-Intercept (HK)
Hong Kong
$1.49M
CNBTD
348
Citizens National Bank Trust Department
Mississippi
$1.48M
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.48M
IMC Chicago
350
IMC Chicago
Illinois
$1.47M