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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
AAP
501
Arax Advisory Partners
Colorado
$581K
HFO
502
Heritage Family Offices
Arizona
$580K
YIA
503
YHB Investment Advisors
Connecticut
$579K
SAM
504
Securian Asset Management
Minnesota
$572K
PA
505
Procyon Advisors
Connecticut
$572K
Fifth Third Bancorp
506
Fifth Third Bancorp
Ohio
$568K
TPW
507
Transatlantique Private Wealth
New York
$567K
MSA
508
MUFG Securities Americas
New York
$567K
DC
509
Dorval Corp
Minnesota
$565K
EFP
510
Elser Financial Planning
Indiana
$560K
IAIM
511
International Assets Investment Management
Florida
$558K
AWM
512
Avior Wealth Management
Nebraska
$547K
IWM
513
IHT Wealth Management
Illinois
$547K
FA
514
Fiduciary Alliance
South Carolina
$544K
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$542K
Two Sigma Advisers
516
Two Sigma Advisers
New York
$542K
KRSITF
517
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$535K
AWA
518
Arete Wealth Advisors
Illinois
$533K
AFO
519
Aurelius Family Office
New Hampshire
$532K
Jones Financial Companies
520
Jones Financial Companies
Missouri
$526K
TCM
521
Tufton Capital Management
Maryland
$517K
Assenagon Asset Management
522
Assenagon Asset Management
Luxembourg
$515K
CCP
523
Carmel Capital Partners
California
$513K
RWP
524
RWA Wealth Partners
Massachusetts
$511K
ACM
525
Advisors Capital Management
New Jersey
$510K