WRB icon

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