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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
ECM
401
Everence Capital Management
Indiana
$1.03M
FFA
402
Farther Finance Advisors
California
$1.03M
MFG
403
Merit Financial Group
Georgia
$1.03M
NFG
404
Nations Financial Group
Iowa
$1.02M
ALMGDA
405
AG2R La Mondiale Gestion d'Actifs
France
$1.02M
SC
406
Sepio Capital
Utah
$1.02M
GLA
407
Great Lakes Advisors
Illinois
$1.02M
IA
408
Inspire Advisors
Idaho
$1.01M
AWM
409
Apollon Wealth Management
South Carolina
$1M
SC
410
SummitTX Capital
Texas
$1M
PAS
411
Park Avenue Securities
New York
$995K
Allianz Asset Management
412
Allianz Asset Management
Germany
$991K
VT
413
Vise Technologies
New York
$974K
NMERB
414
New Mexico Educational Retirement Board
New Mexico
$973K
ETC
415
Exchange Traded Concepts
Oklahoma
$952K
AC
416
Armistice Capital
New York
$948K
BAM
417
Bellevue Asset Management
Washington
$947K
KCM
418
Kornitzer Capital Management
Kansas
$944K
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$940K
CWM
420
Compass Wealth Management
Connecticut
$935K
Allspring Global Investments
421
Allspring Global Investments
North Carolina
$931K
CDDEC
422
Caisse Des Depots Et Consignations
France
$919K
DDC
423
DF Dent & Co
Maryland
$914K
ICP
424
Impact Capital Partners
Colorado
$914K
TMAM
425
Tokio Marine Asset Management
Japan
$910K