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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
ICP
426
Impact Capital Partners
Colorado
$914K
TMAM
427
Tokio Marine Asset Management
Japan
$910K
ACM
428
Adalta Capital Management
New York
$891K
AAIS
429
ABN AMRO Investment Solutions
$882K
NWAG
430
Net Worth Advisory Group
Utah
$879K
MLM
431
Mount Lucas Management
Pennsylvania
$877K
AA
432
Advisory Alpha
Michigan
$874K
STA
433
Summit Trail Advisors
New York
$869K
Swedbank
434
Swedbank
Sweden
$868K
GI
435
GAMMA Investing
California
$866K
ATPW
436
Ashton Thomas Private Wealth
Arizona
$866K
MSE
437
MUFG Securities EMEA
United Kingdom
$862K
SAM
438
Strategy Asset Managers
California
$858K
TSW
439
Thompson Siegel & Walmsley
Virginia
$836K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
440
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$832K
CCP
441
Cushing Capital Partners
Wisconsin
$830K
CB
442
Commerce Bank
Missouri
$828K
CP
443
Cumberland Partners
Ontario, Canada
$825K
HWM
444
HB Wealth Management
Georgia
$822K
Nomura Holdings
445
Nomura Holdings
Japan
$820K
LA
446
LVW Advisors
New York
$820K
Envestnet Portfolio Solutions
447
Envestnet Portfolio Solutions
Illinois
$800K
CA
448
Commerzbank Aktiengesellschaft
Germany
$796K
MLL
449
Moody Lynn & Lieberson
Massachusetts
$793K
NCM
450
NCM Capital Management
New Jersey
$789K