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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
JMA
451
J.M. Arbour
Maine
$781K
BBHC
452
Brown Brothers Harriman & Co
New York
$780K
TWM
453
Trueblood Wealth Management
Ohio
$777K
OAC
454
OMERS Administration Corp
Ontario, Canada
$775K
UB
455
UMB Bank
Missouri
$771K
EAM
456
Empirical Asset Management
Massachusetts
$769K
EH
457
Equitable Holdings
New York
$767K
Brown Advisory
458
Brown Advisory
Maryland
$767K
Baird Financial Group
459
Baird Financial Group
Wisconsin
$762K
GRP
460
Global Retirement Partners
California
$760K
Bessemer Group
461
Bessemer Group
New Jersey
$759K
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$754K
MYIA
463
Mount Yale Investment Advisors
Colorado
$752K
AWM
464
Aprio Wealth Management
Georgia
$746K
OIA
465
OneDigital Investment Advisors
Kansas
$741K
NA
466
NewEdge Advisors
Louisiana
$740K
MPAM
467
Murphy Pohlad Asset Management
Minnesota
$734K
CBA
468
Coastal Bridge Advisors
Connecticut
$721K
WJWM
469
Williams Jones Wealth Management
New York
$715K
GFA
470
Gifford Fong Associates
California
$710K
EF
471
Empirical Finance
Pennsylvania
$707K
Teacher Retirement System of Texas
472
Teacher Retirement System of Texas
Texas
$705K
SFI
473
Siemens Fonds Invest
Germany
$702K
KAM
474
KEB Asset Management
Illinois
$700K
NDSIB
475
North Dakota State Investment Board
North Dakota
$697K