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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
WPC
501
Wedmont Private Capital
Pennsylvania
$595K
VI
502
Vestcor Inc
New Brunswick, Canada
$594K
RWM
503
Ritholtz Wealth Management
New York
$585K
AAP
504
Arax Advisory Partners
Colorado
$581K
HFO
505
Heritage Family Offices
Arizona
$580K
YIA
506
YHB Investment Advisors
Connecticut
$579K
SAM
507
Securian Asset Management
Minnesota
$572K
PA
508
Procyon Advisors
Connecticut
$572K
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$568K
TPW
510
Transatlantique Private Wealth
New York
$567K
MSA
511
MUFG Securities Americas
New York
$567K
DC
512
Dorval Corp
Minnesota
$565K
EFP
513
Elser Financial Planning
Indiana
$560K
IAIM
514
International Assets Investment Management
Florida
$558K
AWM
515
Avior Wealth Management
Nebraska
$547K
IWM
516
IHT Wealth Management
Illinois
$547K
FA
517
Fiduciary Alliance
South Carolina
$544K
TNBTD
518
Trustmark National Bank Trust Department
Mississippi
$542K
Two Sigma Advisers
519
Two Sigma Advisers
New York
$542K
KRSITF
520
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$535K
AWA
521
Arete Wealth Advisors
Illinois
$533K
AFO
522
Aurelius Family Office
New Hampshire
$532K
Jones Financial Companies
523
Jones Financial Companies
Missouri
$526K
TCM
524
Tufton Capital Management
Maryland
$517K
Assenagon Asset Management
525
Assenagon Asset Management
Luxembourg
$515K