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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
Charles Schwab
26
Charles Schwab
California
$132M
HSBC Holdings
27
HSBC Holdings
United Kingdom
$122M
AQR Capital Management
28
AQR Capital Management
Connecticut
$121M
MAM
29
Madison Asset Management
Wisconsin
$121M
CIC
30
Chilton Investment Company
Connecticut
$115M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$110M
EAM
32
EULAV Asset Management
Florida
$90.8M
Fidelity Investments
33
Fidelity Investments
Massachusetts
$89M
Raymond James Financial
34
Raymond James Financial
Florida
$83.6M
CIM
35
Confluence Investment Management
Missouri
$82.8M
DP
36
Dundas Partners
United Kingdom
$81.4M
Natixis Advisors
37
Natixis Advisors
Massachusetts
$81.3M
ACA
38
Anchor Capital Advisors
Massachusetts
$79M
CIP
39
Cornerstone Investment Partners
Georgia
$77.1M
Barclays
40
Barclays
United Kingdom
$73.3M
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$72.8M
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$66.5M
PPF
43
PFA Pension Forsikringsaktieselskab
$65.2M
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$64.3M
Deutsche Bank
45
Deutsche Bank
Germany
$60.8M
Swiss National Bank
46
Swiss National Bank
Switzerland
$58.3M
BIP
47
Brandes Investment Partners
California
$57.4M
Amundi
48
Amundi
France
$56.4M
Parnassus Investments
49
Parnassus Investments
California
$55.7M
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$54.2M