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W.R. Berkley

932 hedge funds and large institutions have $19.9B invested in W.R. Berkley in 2025 Q4 according to their latest regulatory filings, with 125 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: 925932 (+7)

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
932
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
DDC
426
DF Dent & Co
Maryland
$914K
ICP
427
Impact Capital Partners
Colorado
$914K
TMAM
428
Tokio Marine Asset Management
Japan
$910K
ACM
429
Adalta Capital Management
New York
$891K
AAIS
430
ABN AMRO Investment Solutions
$882K
NWAG
431
Net Worth Advisory Group
Utah
$879K
MLM
432
Mount Lucas Management
Pennsylvania
$877K
AA
433
Advisory Alpha
Michigan
$874K
STA
434
Summit Trail Advisors
New York
$869K
Swedbank
435
Swedbank
Sweden
$868K
GI
436
GAMMA Investing
California
$866K
ATPW
437
Ashton Thomas Private Wealth
Arizona
$866K
MSE
438
MUFG Securities EMEA
United Kingdom
$862K
SAM
439
Strategy Asset Managers
California
$858K
TSW
440
Thompson Siegel & Walmsley
Virginia
$836K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
441
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$832K
CCP
442
Cushing Capital Partners
Wisconsin
$830K
CB
443
Commerce Bank
Missouri
$828K
CP
444
Cumberland Partners
Ontario, Canada
$825K
HWM
445
HB Wealth Management
Georgia
$822K
Nomura Holdings
446
Nomura Holdings
Japan
$820K
LA
447
LVW Advisors
New York
$820K
Envestnet Portfolio Solutions
448
Envestnet Portfolio Solutions
Illinois
$800K
CA
449
Commerzbank Aktiengesellschaft
Germany
$796K
MLL
450
Moody Lynn & Lieberson
Massachusetts
$793K