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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
SFI
476
Siemens Fonds Invest
Germany
$702K
KAM
477
KEB Asset Management
Illinois
$700K
NDSIB
478
North Dakota State Investment Board
North Dakota
$697K
RE
479
Rydar Equities
Texas
$687K
LAM
480
L2 Asset Management
Massachusetts
$687K
VWM
481
Venturi Wealth Management
Texas
$683K
TA
482
Tectonic Advisors
Texas
$678K
NMIMC
483
Northwestern Mutual Investment Management Company
Wisconsin
$673K
BBA
484
Baader Bank Aktiengesellschaft
Germany
$669K
EA
485
Everpar Advisors
Oklahoma
$662K
FWIA
486
Fort Washington Investment Advisors
Ohio
$662K
Luther King Capital Management (LKCM)
487
Luther King Capital Management (LKCM)
Texas
$661K
BFS
488
Bradley Foster & Sargent
Connecticut
$655K
SFA
489
Sequoia Financial Advisors
Ohio
$652K
S
490
Storgate
Texas
$648K
CW
491
CreativeOne Wealth
Kansas
$646K
MFS
492
Mirabella Financial Services
United Kingdom
$639K
BIG
493
Brooklyn Investment Group
New York
$632K
AV
494
ASR Vermogensbeheer
Netherlands
$625K
SOS
495
Silver Oak Securities
Tennessee
$619K
EPW
496
Evolve Private Wealth
California
$605K
O
497
Ossiam
France
$600K
JSL
498
JT Stratford LLC
Georgia
$597K
HSA
499
HBK Sorce Advisory
Pennsylvania
$597K
WA
500
Wealth Alliance
New York
$596K