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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 98 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
Charles Schwab
26
Charles Schwab
California
$132M
AQR Capital Management
27
AQR Capital Management
Connecticut
$121M
MAM
28
Madison Asset Management
Wisconsin
$121M
CIC
29
Chilton Investment Company
Connecticut
$115M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$110M
EAM
31
EULAV Asset Management
Florida
$90.8M
Fidelity Investments
32
Fidelity Investments
Massachusetts
$89M
Raymond James Financial
33
Raymond James Financial
Florida
$83.6M
CIM
34
Confluence Investment Management
Missouri
$82.8M
DP
35
Dundas Partners
United Kingdom
$81.4M
Natixis Advisors
36
Natixis Advisors
Massachusetts
$81.3M
ACA
37
Anchor Capital Advisors
Massachusetts
$79M
CIP
38
Cornerstone Investment Partners
Georgia
$77.1M
Barclays
39
Barclays
United Kingdom
$73.3M
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$72.8M
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$66.5M
PPF
42
PFA Pension Forsikringsaktieselskab
$65.2M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$64.3M
Deutsche Bank
44
Deutsche Bank
Germany
$60.8M
Swiss National Bank
45
Swiss National Bank
Switzerland
$58.3M
BIP
46
Brandes Investment Partners
California
$57.4M
Amundi
47
Amundi
France
$56.4M
Parnassus Investments
48
Parnassus Investments
California
$55.7M
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$54.2M
Cerity Partners
50
Cerity Partners
New York
$52.4M