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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
WC
576
Westerkirk Capital
$393K
PHS
577
Pekin Hardy Strauss
Illinois
$391K
WP
578
Woodline Partners
California
$389K
XT
579
XTX Topco
Cayman Islands
$388K
FWP
580
Firethorn Wealth Partners
Georgia
$386K
LCWP
581
Legacy Capital Wealth Partners
Arkansas
$386K
GC
582
Guggenheim Capital
Illinois
$379K
MAS
583
Meeder Advisory Services
Ohio
$376K
S
584
SignatureFD
Georgia
$375K
FPAS
585
Focus Partners Advisor Solutions
Missouri
$375K
PMAM
586
Picton Mahoney Asset Management
Ontario, Canada
$372K
TCM
587
TruNorth Capital Management
Michigan
$367K
EWA
588
EverSource Wealth Advisors
Alabama
$363K
WA
589
Waverly Advisors
Alabama
$362K
PL
590
Perpetual Ltd
Australia
$357K
AWM
591
Axxcess Wealth Management
California
$355K
AFG
592
Atomi Financial Group
New York
$355K
TVPW
593
Third View Private Wealth
Connecticut
$354K
SC
594
Syon Capital
California
$353K
SPC
595
Spirepoint Private Client
Florida
$352K
WC
596
Wexford Capital
Florida
$351K
DWP
597
Daymark Wealth Partners
Ohio
$349K
CFG
598
Citizens Financial Group
Rhode Island
$349K
SI
599
Severin Investments
Missouri
$348K
GPW
600
Genesis Private Wealth
Virginia
$346K