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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
SWP
526
Sagespring Wealth Partners
Tennessee
$508K
GT
527
Glenmede Trust
Pennsylvania
$508K
MYAM
528
Meiji Yasuda Asset Management
Japan
$506K
TRCT
529
Tower Research Capital (TRC)
New York
$502K
FFM
530
Forum Financial Management
Illinois
$499K
LFAS
531
Level Four Advisory Services
Texas
$498K
AWM
532
AE Wealth Management
Kansas
$492K
CPCPP
533
Canada Post Corporation Pension Plan
Canada
$491K
SO
534
STRS Ohio
Ohio
$487K
WAOI
535
Wealth Advisors of Iowa
Iowa
$483K
QCG
536
Quadrant Capital Group
Ohio
$481K
CHAM
537
Clear Harbor Asset Management
Connecticut
$480K
DS
538
DRW Securities
Illinois
$480K
MF
539
Manchester Financial
California
$478K
UCFA
540
United Capital Financial Advisors
Texas
$476K
IPAM
541
Investment Partners Asset Management
New Jersey
$473K
TAM
542
Tocqueville Asset Management
New York
$473K
MG
543
Mather Group
Illinois
$468K
CIC
544
Crawford Investment Counsel
Georgia
$465K
WANY
545
Wealthspire Advisors (New York)
New York
$464K
BMCM
546
Bryn Mawr Capital Management
Pennsylvania
$463K
Holocene Advisors
547
Holocene Advisors
New York
$463K
GAA
548
Global Assets Advisory
Florida
$454K
TWM
549
Thrive Wealth Management
Pennsylvania
$454K
DI
550
Diligent Investors
California
$450K