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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
JF
376
JSF Financial
California
$1.21M
SCM
377
Sterling Capital Management
North Carolina
$1.21M
US Bancorp
378
US Bancorp
Minnesota
$1.2M
Jane Street
379
Jane Street
New York
$1.2M
TCOV
380
Trust Company of Vermont
Vermont
$1.19M
DWM
381
Diversify Wealth Management
Utah
$1.18M
ISWM
382
Intesa Sanpaolo Wealth Management
$1.18M
BLC
383
Brown, Lisle/Cummings
Rhode Island
$1.18M
WS
384
Wedbush Securities
California
$1.18M
Kovitz Investment Group Partners
385
Kovitz Investment Group Partners
Illinois
$1.17M
LCAM
386
London & Capital Asset Management
United Kingdom
$1.17M
M&T Bank
387
M&T Bank
New York
$1.17M
PI
388
PineBridge Investments
New York
$1.13M
SC
389
Savant Capital
Illinois
$1.12M
ACA
390
Aptus Capital Advisors
Alabama
$1.11M
GIBU
391
Gulf International Bank (UK)
United Kingdom
$1.1M
BP
392
Ballentine Partners
Massachusetts
$1.09M
MGP
393
Metis Global Partners
California
$1.08M
WAM
394
Weiss Asset Management
Massachusetts
$1.08M
FBC
395
Fairfield, Bush & Co
Connecticut
$1.08M
LSERS
396
Louisiana State Employees Retirement System
Louisiana
$1.07M
AA
397
Ancora Advisors
Ohio
$1.07M
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$1.06M
IPW
399
Impact Partnership Wealth
Georgia
$1.06M
JF
400
Jump Financial
Illinois
$1.06M