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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
SCA
551
Snowden Capital Advisors
New York
$446K
OCM
552
Osterweis Capital Management
California
$444K
GT
553
Greenleaf Trust
Michigan
$442K
AC
554
AlphaCore Capital
California
$441K
NGA
555
Naples Global Advisors
Florida
$441K
PS
556
Principal Securities
Iowa
$440K
BWM
557
Baron Wealth Management
Michigan
$436K
PTC
558
Private Trust Company
Ohio
$427K
Walleye Capital
559
Walleye Capital
New York
$425K
1M
560
1248 Management
Missouri
$421K
VWA
561
Visionary Wealth Advisors
Illinois
$421K
WQ
562
Wealth Quarterback
New Jersey
$421K
AO
563
Advisor OS
Illinois
$420K
GCA
564
Greenwood Capital Associates
South Carolina
$420K
CG
565
Cynosure Group
Utah
$418K
SF
566
Sun Financial
Utah
$412K
CCWM
567
Cassaday & Co Wealth Management
Virginia
$410K
PCIA
568
Prime Capital Investment Advisors
Kansas
$408K
FTWA
569
Fifth Third Wealth Advisors
Ohio
$407K
RBC
570
Romano Brothers & Co
Illinois
$405K
CIC
571
Carnegie Investment Counsel
Ohio
$402K
DAS
572
Dynamic Advisor Solutions
Arizona
$401K
AWM
573
Atticus Wealth Management
Florida
$400K
LC
574
Lincoln Capital
Nebraska
$399K
LNWTC
575
Laird Norton Wetherby Trust Company
Washington
$396K