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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
SCA
351
Sage Capital Advisors
South Dakota
$1.44M
IMCOOI
352
Investment Management Corp of Ontario (IMCO)
Canada
$1.44M
PAG
353
Private Advisor Group
New Jersey
$1.4M
TI
354
Tidal Investments
Wisconsin
$1.4M
OAM
355
Ostrum Asset Management
France
$1.39M
Wealthfront Advisers
356
Wealthfront Advisers
California
$1.39M
TE
357
Tema ETFs
New York
$1.39M
DM
358
Delphi Management
Massachusetts
$1.36M
ACM
359
Aurdan Capital Management
Pennsylvania
$1.35M
DC
360
Davenport & Co
Virginia
$1.34M
RCA
361
Resonant Capital Advisors
Wisconsin
$1.34M
IPA
362
Investment Planning Advisors
Georgia
$1.29M
Balyasny Asset Management
363
Balyasny Asset Management
Illinois
$1.29M
RIL
364
Rothschild Investment LLC
Illinois
$1.29M
NB
365
Norinchukin Bank
Japan
$1.28M
KRS
366
Kentucky Retirement Systems
Kentucky
$1.28M
AIP
367
Almanack Investment Partners
Pennsylvania
$1.27M
PMWMG
368
Parr McKnight Wealth Management Group
Minnesota
$1.27M
HPC
369
HM Payson & Co
Maine
$1.27M
PS
370
Pensionfund Sabic
Netherlands
$1.25M
DFCM
371
Dark Forest Capital Management
Puerto Rico
$1.24M
I
372
INVST
Indiana
$1.24M
HIMCH
373
Hartford Investment Management Co (HIMCO)
Connecticut
$1.24M
JF
374
JSF Financial
California
$1.21M
SCM
375
Sterling Capital Management
North Carolina
$1.21M