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W.R. Berkley

926 hedge funds and large institutions have $19.8B invested in W.R. Berkley in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 308 increasing their positions, 346 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% more funds holding

Funds holding: 924926 (+2)

11% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 346

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
926
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
SI
601
Severin Investments
Missouri
$348K
GPW
602
Genesis Private Wealth
Virginia
$346K
CL
603
Choreo LLC
Illinois
$346K
BFIM
604
Beese Fulmer Investment Management
Ohio
$345K
VFA
605
Valeo Financial Advisors
Indiana
$345K
FSA
606
Financial Security Advisor
Virginia
$339K
DAS
607
Diversify Advisory Services
Utah
$339K
FCP
608
Fidelis Capital Partners
Florida
$337K
Los Angeles Capital Management
609
Los Angeles Capital Management
California
$336K
AWA
610
Aaron Wealth Advisors
Illinois
$334K
Vontobel Holding
611
Vontobel Holding
Switzerland
$331K
II
612
Inspire Investing
Idaho
$327K
MWM
613
Mission Wealth Management
California
$326K
BFM
614
Boothbay Fund Management
New York
$326K
AAM
615
Aureus Asset Management
Massachusetts
$326K
IA
616
IFC Advisors
California
$325K
IA
617
IFG Advisory
Georgia
$325K
PP
618
Prudential plc
United Kingdom
$322K
DIM
619
Delta Investment Management
California
$320K
FRM
620
Fox Run Management
Connecticut
$318K
TG
621
TCW Group
California
$317K
CWM
622
Cornerstone Wealth Management
Missouri
$316K
CCA
623
Cadent Capital Advisors
Oklahoma
$316K
PCA
624
Pallas Capital Advisors
Massachusetts
$313K
BONST
625
Bank of Nova Scotia Trust
Ontario, Canada
$311K