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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
OTL
451
Oak Thistle LLC
New York
$786K
William Blair & Company
452
William Blair & Company
Illinois
$783K
QT
453
Quantbot Technologies
New York
$781K
JMA
454
J.M. Arbour
Maine
$781K
BBHC
455
Brown Brothers Harriman & Co
New York
$780K
TWM
456
Trueblood Wealth Management
Ohio
$777K
OAC
457
OMERS Administration Corp
Ontario, Canada
$775K
UB
458
UMB Bank
Missouri
$771K
EAM
459
Empirical Asset Management
Massachusetts
$769K
EH
460
Equitable Holdings
New York
$767K
Brown Advisory
461
Brown Advisory
Maryland
$767K
Baird Financial Group
462
Baird Financial Group
Wisconsin
$762K
GRP
463
Global Retirement Partners
California
$760K
Bessemer Group
464
Bessemer Group
New Jersey
$759K
EOJOAM
465
E. Ohman J:or Asset Management
Sweden
$754K
MYIA
466
Mount Yale Investment Advisors
Colorado
$752K
AWM
467
Aprio Wealth Management
Georgia
$746K
OIA
468
OneDigital Investment Advisors
Kansas
$741K
NA
469
NewEdge Advisors
Louisiana
$740K
MPAM
470
Murphy Pohlad Asset Management
Minnesota
$734K
CBA
471
Coastal Bridge Advisors
Connecticut
$721K
WJWM
472
Williams Jones Wealth Management
New York
$715K
GFA
473
Gifford Fong Associates
California
$710K
EF
474
Empirical Finance
Pennsylvania
$707K
Teacher Retirement System of Texas
475
Teacher Retirement System of Texas
Texas
$705K