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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
CCP
526
Carmel Capital Partners
California
$513K
RWP
527
RWA Wealth Partners
Massachusetts
$511K
ACM
528
Advisors Capital Management
New Jersey
$510K
SWP
529
Sagespring Wealth Partners
Tennessee
$508K
GT
530
Glenmede Trust
Pennsylvania
$508K
MYAM
531
Meiji Yasuda Asset Management
Japan
$506K
TRCT
532
Tower Research Capital (TRC)
New York
$502K
FFM
533
Forum Financial Management
Illinois
$499K
LFAS
534
Level Four Advisory Services
Texas
$498K
AWM
535
AE Wealth Management
Kansas
$492K
CPCPP
536
Canada Post Corporation Pension Plan
Canada
$491K
SO
537
STRS Ohio
Ohio
$487K
WAOI
538
Wealth Advisors of Iowa
Iowa
$483K
QCG
539
Quadrant Capital Group
Ohio
$481K
CHAM
540
Clear Harbor Asset Management
Connecticut
$480K
DS
541
DRW Securities
Illinois
$480K
MF
542
Manchester Financial
California
$478K
UCFA
543
United Capital Financial Advisors
Texas
$476K
IPAM
544
Investment Partners Asset Management
New Jersey
$473K
TAM
545
Tocqueville Asset Management
New York
$473K
WIA
546
World Investment Advisors
California
$472K
MG
547
Mather Group
Illinois
$468K
CIC
548
Crawford Investment Counsel
Georgia
$465K
WANY
549
Wealthspire Advisors (New York)
New York
$464K
BMCM
550
Bryn Mawr Capital Management
Pennsylvania
$463K