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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
US Bancorp
376
US Bancorp
Minnesota
$1.2M
Jane Street
377
Jane Street
New York
$1.2M
TCOV
378
Trust Company of Vermont
Vermont
$1.19M
DWM
379
Diversify Wealth Management
Utah
$1.18M
ISWM
380
Intesa Sanpaolo Wealth Management
$1.18M
BLC
381
Brown, Lisle/Cummings
Rhode Island
$1.18M
WS
382
Wedbush Securities
California
$1.18M
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$1.17M
LCAM
384
London & Capital Asset Management
United Kingdom
$1.17M
M&T Bank
385
M&T Bank
New York
$1.17M
PI
386
PineBridge Investments
New York
$1.13M
SC
387
Savant Capital
Illinois
$1.12M
ACA
388
Aptus Capital Advisors
Alabama
$1.11M
GIBU
389
Gulf International Bank (UK)
United Kingdom
$1.1M
BP
390
Ballentine Partners
Massachusetts
$1.09M
MGP
391
Metis Global Partners
California
$1.08M
WAM
392
Weiss Asset Management
Massachusetts
$1.08M
FBC
393
Fairfield, Bush & Co
Connecticut
$1.08M
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$1.07M
AA
395
Ancora Advisors
Ohio
$1.07M
BMSSC
396
B. Metzler seel. Sohn & Co
Germany
$1.06M
IPW
397
Impact Partnership Wealth
Georgia
$1.06M
JF
398
Jump Financial
Illinois
$1.06M
MSRPS
399
Maryland State Retirement & Pension System
Maryland
$1.03M
CIA
400
Concurrent Investment Advisors
Florida
$1.03M