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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 99 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
ACM
426
Adalta Capital Management
New York
$891K
AAIS
427
ABN AMRO Investment Solutions
$882K
NWAG
428
Net Worth Advisory Group
Utah
$879K
MLM
429
Mount Lucas Management
Pennsylvania
$877K
AA
430
Advisory Alpha
Michigan
$874K
STA
431
Summit Trail Advisors
New York
$869K
Swedbank
432
Swedbank
Sweden
$868K
GI
433
GAMMA Investing
California
$866K
ATPW
434
Ashton Thomas Private Wealth
Arizona
$866K
MSE
435
MUFG Securities EMEA
United Kingdom
$862K
SAM
436
Strategy Asset Managers
California
$858K
TSW
437
Thompson Siegel & Walmsley
Virginia
$836K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
438
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$832K
CCP
439
Cushing Capital Partners
Wisconsin
$830K
CB
440
Commerce Bank
Missouri
$828K
CP
441
Cumberland Partners
Ontario, Canada
$825K
HWM
442
HB Wealth Management
Georgia
$822K
Nomura Holdings
443
Nomura Holdings
Japan
$820K
LA
444
LVW Advisors
New York
$820K
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
$800K
CA
446
Commerzbank Aktiengesellschaft
Germany
$796K
MLL
447
Moody Lynn & Lieberson
Massachusetts
$793K
OTL
448
Oak Thistle LLC
New York
$786K
William Blair & Company
449
William Blair & Company
Illinois
$783K
QT
450
Quantbot Technologies
New York
$781K