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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 98 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
BW
651
BIP Wealth
Georgia
$267K
EFS
652
Essex Financial Services
Connecticut
$266K
Fisher Asset Management
653
Fisher Asset Management
Washington
$265K
CFA
654
CWS Financial Advisors
Michigan
$264K
SFG
655
Strive Financial Group
Indiana
$263K
PA
656
Parallel Advisors
California
$260K
CSC
657
Caldwell Sutter Capital
California
$259K
WDC
658
Woodward Diversified Capital
California
$259K
CFG
659
Cornerstone Financial Group
Nebraska
$258K
CCM
660
Chilton Capital Management
Texas
$257K
CCA
661
Checchi Capital Advisers
California
$256K
GWMIA
662
Global Wealth Management Investment Advisory
Florida
$255K
AIM
663
Advyzon Investment Management
Illinois
$253K
HI
664
Harbour Investments
Wisconsin
$251K
PCP
665
Perbak Capital Partners
United Kingdom
$250K
GS
666
GTS Securities
New York
$249K
WT
667
Whittier Trust
California
$245K
AC
668
Avestar Capital
New York
$244K
NAAA
669
New Age Alpha Advisors
New York
$242K
CA
670
Crumly & Associates
Illinois
$241K
SIM
671
Stratos Investment Management
Ohio
$240K
SFS
672
Sowell Financial Services
Arkansas
$238K
AFG
673
ABLE Financial Group
Arizona
$238K
IA
674
IFP Advisors
Florida
$237K
PW
675
PUREfi Wealth
Massachusetts
$237K