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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
NCM
451
NCM Capital Management
New Jersey
$789K
OTL
452
Oak Thistle LLC
New York
$786K
William Blair & Company
453
William Blair & Company
Illinois
$783K
QT
454
Quantbot Technologies
New York
$781K
JMA
455
J.M. Arbour
Maine
$781K
BBHC
456
Brown Brothers Harriman & Co
New York
$780K
TWM
457
Trueblood Wealth Management
Ohio
$777K
OAC
458
OMERS Administration Corp
Ontario, Canada
$775K
UB
459
UMB Bank
Missouri
$771K
EAM
460
Empirical Asset Management
Massachusetts
$769K
EH
461
Equitable Holdings
New York
$767K
Brown Advisory
462
Brown Advisory
Maryland
$767K
Baird Financial Group
463
Baird Financial Group
Wisconsin
$762K
GRP
464
Global Retirement Partners
California
$760K
Bessemer Group
465
Bessemer Group
New Jersey
$759K
EOJOAM
466
E. Ohman J:or Asset Management
Sweden
$754K
MYIA
467
Mount Yale Investment Advisors
Colorado
$752K
AWM
468
Aprio Wealth Management
Georgia
$746K
OIA
469
OneDigital Investment Advisors
Kansas
$741K
NA
470
NewEdge Advisors
Louisiana
$740K
MPAM
471
Murphy Pohlad Asset Management
Minnesota
$734K
CBA
472
Coastal Bridge Advisors
Connecticut
$721K
WJWM
473
Williams Jones Wealth Management
New York
$715K
GFA
474
Gifford Fong Associates
California
$710K
EF
475
Empirical Finance
Pennsylvania
$707K