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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
DAS
576
Dynamic Advisor Solutions
Arizona
$401K
AWM
577
Atticus Wealth Management
Florida
$400K
LC
578
Lincoln Capital
Nebraska
$399K
LNWTC
579
Laird Norton Wetherby Trust Company
Washington
$396K
WC
580
Westerkirk Capital
$393K
PHS
581
Pekin Hardy Strauss
Illinois
$391K
WP
582
Woodline Partners
California
$389K
XT
583
XTX Topco
Cayman Islands
$388K
FWP
584
Firethorn Wealth Partners
Georgia
$386K
LCWP
585
Legacy Capital Wealth Partners
Arkansas
$386K
GC
586
Guggenheim Capital
Illinois
$379K
MAS
587
Meeder Advisory Services
Ohio
$376K
S
588
SignatureFD
Georgia
$375K
FPAS
589
Focus Partners Advisor Solutions
Missouri
$375K
PMAM
590
Picton Mahoney Asset Management
Ontario, Canada
$372K
BFG
591
Beacon Financial Group
Texas
$369K
TCM
592
TruNorth Capital Management
Michigan
$367K
EWA
593
EverSource Wealth Advisors
Alabama
$363K
WA
594
Waverly Advisors
Alabama
$362K
PL
595
Perpetual Ltd
Australia
$357K
AWM
596
Axxcess Wealth Management
California
$355K
AFG
597
Atomi Financial Group
New York
$355K
TVPW
598
Third View Private Wealth
Connecticut
$354K
SC
599
Syon Capital
California
$353K
SPC
600
Spirepoint Private Client
Florida
$352K