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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
WC
601
Wexford Capital
Florida
$351K
DWP
602
Daymark Wealth Partners
Ohio
$349K
CFG
603
Citizens Financial Group
Rhode Island
$349K
SI
604
Severin Investments
Missouri
$348K
GPW
605
Genesis Private Wealth
Virginia
$346K
CL
606
Choreo LLC
Illinois
$346K
BFIM
607
Beese Fulmer Investment Management
Ohio
$345K
VFA
608
Valeo Financial Advisors
Indiana
$345K
FSA
609
Financial Security Advisor
Virginia
$339K
DAS
610
Diversify Advisory Services
Utah
$339K
FCP
611
Fidelis Capital Partners
Florida
$337K
Los Angeles Capital Management
612
Los Angeles Capital Management
California
$336K
AWA
613
Aaron Wealth Advisors
Illinois
$334K
Vontobel Holding
614
Vontobel Holding
Switzerland
$331K
II
615
Inspire Investing
Idaho
$327K
MWM
616
Mission Wealth Management
California
$326K
BFM
617
Boothbay Fund Management
New York
$326K
AAM
618
Aureus Asset Management
Massachusetts
$326K
IA
619
IFC Advisors
California
$325K
IA
620
IFG Advisory
Georgia
$325K
PP
621
Prudential plc
United Kingdom
$322K
DIM
622
Delta Investment Management
California
$320K
FRM
623
Fox Run Management
Connecticut
$318K
TG
624
TCW Group
California
$317K
CWM
625
Cornerstone Wealth Management
Missouri
$316K