WRB icon

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
SCM
626
Stevens Capital Management
Pennsylvania
$310K
CFB
627
Cullen/Frost Bankers
Texas
$310K
CI
628
CX Institutional
Indiana
$309K
SBFM
629
S-Bank Fund Management
Finland
$308K
HA
630
Huntleigh Advisors
Missouri
$308K
HBT
631
Heartland Bank & Trust
Illinois
$306K
ISL
632
Ingalls & Snyder LLC
New York
$306K
SW
633
Simplicity Wealth
New Jersey
$305K
APG
634
Abacus Planning Group
South Carolina
$302K
CCC
635
Compass Capital Corp
Massachusetts
$301K
NI
636
NDVR Inc
Massachusetts
$298K
MPIA
637
Mountain Pacific Investment Advisers
Idaho
$298K
Marshall Wace
638
Marshall Wace
United Kingdom
$297K
AC
639
Apella Capital
Connecticut
$288K
MGIA
640
Moneta Group Investment Advisors
Missouri
$287K
EC
641
EntryPoint Capital
New York
$284K
Koshinski Asset Management
642
Koshinski Asset Management
Illinois
$282K
ST
643
Somerset Trust
Pennsylvania
$282K
ACM
644
Avalon Capital Management
California
$281K
WIA
645
World Investment Advisors
California
$280K
NP
646
Nilsine Partners
Colorado
$278K
HAG
647
HighPoint Advisor Group
Illinois
$275K
FCBT
648
First Citizens Bank & Trust
North Carolina
$275K
WFI
649
West Family Investments
California
$275K
AWA
650
Arkadios Wealth Advisors
Georgia
$274K