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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
CCA
626
Cadent Capital Advisors
Oklahoma
$316K
PCA
627
Pallas Capital Advisors
Massachusetts
$313K
BONST
628
Bank of Nova Scotia Trust
Ontario, Canada
$311K
SCM
629
Stevens Capital Management
Pennsylvania
$310K
CFB
630
Cullen/Frost Bankers
Texas
$310K
CI
631
CX Institutional
Indiana
$309K
SBFM
632
S-Bank Fund Management
Finland
$308K
HA
633
Huntleigh Advisors
Missouri
$308K
HBT
634
Heartland Bank & Trust
Illinois
$306K
ISL
635
Ingalls & Snyder LLC
New York
$306K
SW
636
Simplicity Wealth
New Jersey
$305K
APG
637
Abacus Planning Group
South Carolina
$302K
CCC
638
Compass Capital Corp
Massachusetts
$301K
NI
639
NDVR Inc
Massachusetts
$298K
MPIA
640
Mountain Pacific Investment Advisers
Idaho
$298K
Marshall Wace
641
Marshall Wace
United Kingdom
$297K
AC
642
Apella Capital
Connecticut
$288K
MGIA
643
Moneta Group Investment Advisors
Missouri
$287K
EC
644
EntryPoint Capital
New York
$284K
Koshinski Asset Management
645
Koshinski Asset Management
Illinois
$282K
ST
646
Somerset Trust
Pennsylvania
$282K
ACM
647
Avalon Capital Management
California
$281K
NP
648
Nilsine Partners
Colorado
$278K
HAG
649
HighPoint Advisor Group
Illinois
$275K
FCBT
650
First Citizens Bank & Trust
North Carolina
$275K