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W.R. Berkley

922 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, 307 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: 924922 (-2)

11% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 345

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
922
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
CL
601
Choreo LLC
Illinois
$346K
BFIM
602
Beese Fulmer Investment Management
Ohio
$345K
VFA
603
Valeo Financial Advisors
Indiana
$345K
FSA
604
Financial Security Advisor
Virginia
$339K
DAS
605
Diversify Advisory Services
Utah
$339K
FCP
606
Fidelis Capital Partners
Florida
$337K
Los Angeles Capital Management
607
Los Angeles Capital Management
California
$336K
AWA
608
Aaron Wealth Advisors
Illinois
$334K
Vontobel Holding
609
Vontobel Holding
Switzerland
$331K
II
610
Inspire Investing
Idaho
$327K
MWM
611
Mission Wealth Management
California
$326K
BFM
612
Boothbay Fund Management
New York
$326K
AAM
613
Aureus Asset Management
Massachusetts
$326K
IA
614
IFC Advisors
California
$325K
IA
615
IFG Advisory
Georgia
$325K
PP
616
Prudential plc
United Kingdom
$322K
DIM
617
Delta Investment Management
California
$320K
FRM
618
Fox Run Management
Connecticut
$318K
TG
619
TCW Group
California
$317K
CWM
620
Cornerstone Wealth Management
Missouri
$316K
CCA
621
Cadent Capital Advisors
Oklahoma
$316K
PCA
622
Pallas Capital Advisors
Massachusetts
$313K
BONST
623
Bank of Nova Scotia Trust
Ontario, Canada
$311K
SCM
624
Stevens Capital Management
Pennsylvania
$310K
CFB
625
Cullen/Frost Bankers
Texas
$310K