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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
CI
626
CX Institutional
Indiana
$309K
SBFM
627
S-Bank Fund Management
Finland
$308K
HA
628
Huntleigh Advisors
Missouri
$308K
HBT
629
Heartland Bank & Trust
Illinois
$306K
ISL
630
Ingalls & Snyder LLC
New York
$306K
SW
631
Simplicity Wealth
New Jersey
$305K
APG
632
Abacus Planning Group
South Carolina
$302K
CCC
633
Compass Capital Corp
Massachusetts
$301K
NI
634
NDVR Inc
Massachusetts
$298K
MPIA
635
Mountain Pacific Investment Advisers
Idaho
$298K
Marshall Wace
636
Marshall Wace
United Kingdom
$297K
AC
637
Apella Capital
Connecticut
$288K
MGIA
638
Moneta Group Investment Advisors
Missouri
$287K
EC
639
EntryPoint Capital
New York
$284K
Koshinski Asset Management
640
Koshinski Asset Management
Illinois
$282K
ST
641
Somerset Trust
Pennsylvania
$282K
ACM
642
Avalon Capital Management
California
$281K
WIA
643
World Investment Advisors
California
$280K
NP
644
Nilsine Partners
Colorado
$278K
HAG
645
HighPoint Advisor Group
Illinois
$275K
FCBT
646
First Citizens Bank & Trust
North Carolina
$275K
WFI
647
West Family Investments
California
$275K
AWA
648
Arkadios Wealth Advisors
Georgia
$274K
HW
649
Hamilton Wealth
California
$273K
KeyBank National Association
650
KeyBank National Association
Ohio
$271K