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W.R. Berkley

923 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, 308 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: 924923 (-1)

11% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 345

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
923
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
RE
476
Rydar Equities
Texas
$687K
LAM
477
L2 Asset Management
Massachusetts
$687K
VWM
478
Venturi Wealth Management
Texas
$683K
TA
479
Tectonic Advisors
Texas
$678K
NMIMC
480
Northwestern Mutual Investment Management Company
Wisconsin
$673K
BBA
481
Baader Bank Aktiengesellschaft
Germany
$669K
EA
482
Everpar Advisors
Oklahoma
$662K
FWIA
483
Fort Washington Investment Advisors
Ohio
$662K
Luther King Capital Management (LKCM)
484
Luther King Capital Management (LKCM)
Texas
$661K
BFS
485
Bradley Foster & Sargent
Connecticut
$655K
SFA
486
Sequoia Financial Advisors
Ohio
$652K
S
487
Storgate
Texas
$648K
CW
488
CreativeOne Wealth
Kansas
$646K
MFS
489
Mirabella Financial Services
United Kingdom
$639K
BIG
490
Brooklyn Investment Group
New York
$632K
AV
491
ASR Vermogensbeheer
Netherlands
$625K
SOS
492
Silver Oak Securities
Tennessee
$619K
EPW
493
Evolve Private Wealth
California
$605K
O
494
Ossiam
France
$600K
JSL
495
JT Stratford LLC
Georgia
$597K
HSA
496
HBK Sorce Advisory
Pennsylvania
$597K
WA
497
Wealth Alliance
New York
$596K
WPC
498
Wedmont Private Capital
Pennsylvania
$595K
VI
499
Vestcor Inc
New Brunswick, Canada
$594K
RWM
500
Ritholtz Wealth Management
New York
$585K