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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
WFI
651
West Family Investments
California
$275K
AWA
652
Arkadios Wealth Advisors
Georgia
$274K
HW
653
Hamilton Wealth
California
$273K
KeyBank National Association
654
KeyBank National Association
Ohio
$271K
BW
655
BIP Wealth
Georgia
$267K
EFS
656
Essex Financial Services
Connecticut
$266K
Fisher Asset Management
657
Fisher Asset Management
Washington
$265K
CFA
658
CWS Financial Advisors
Michigan
$264K
SFG
659
Strive Financial Group
Indiana
$263K
PA
660
Parallel Advisors
California
$260K
CSC
661
Caldwell Sutter Capital
California
$259K
WDC
662
Woodward Diversified Capital
California
$259K
CFG
663
Cornerstone Financial Group
Nebraska
$258K
CCM
664
Chilton Capital Management
Texas
$257K
CCA
665
Checchi Capital Advisers
California
$256K
GWMIA
666
Global Wealth Management Investment Advisory
Florida
$255K
AIM
667
Advyzon Investment Management
Illinois
$253K
HI
668
Harbour Investments
Wisconsin
$251K
PCP
669
Perbak Capital Partners
United Kingdom
$250K
GS
670
GTS Securities
New York
$249K
WT
671
Whittier Trust
California
$245K
AC
672
Avestar Capital
New York
$244K
NAAA
673
New Age Alpha Advisors
New York
$242K
CA
674
Crumly & Associates
Illinois
$241K
SIM
675
Stratos Investment Management
Ohio
$240K