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