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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
JHCP
676
Jackson Hole Capital Partners
Oklahoma
$236K
LWA
677
Legacy Wealth Advisors
Florida
$236K
TAM
678
Trust Asset Management
Texas
$235K
PA
679
Profund Advisors
Maryland
$233K
Fayez Sarofim & Co
680
Fayez Sarofim & Co
Texas
$231K
AMCA
681
Arthur M. Cohen & Associates
Illinois
$231K
IAP
682
Indie Asset Partners
Indiana
$230K
AFT
683
Alpha Family Trust
California
$224K
MW
684
Marble Wealth
Alabama
$223K
FFA
685
Florida Financial Advisors
Florida
$222K
BRWM
686
Blue Rock Wealth Management
North Carolina
$222K
AWM
687
Accurate Wealth Management
Florida
$217K
FNBT
688
FineMark National Bank & Trust
Florida
$217K
PFM
689
Patton Fund Management
Texas
$217K
1SB
690
1ST Source Bank
Indiana
$216K
SF
691
Summit Financial
New Jersey
$215K
CAG
692
Crestwood Advisors Group
Massachusetts
$214K
HW
693
Hancock Whitney
Mississippi
$214K
KWM
694
Kingsview Wealth Management
Oregon
$213K
LF
695
Lantz Financial
Illinois
$213K
MM
696
MQS Management
New York
$213K
TWC
697
TD Waterhouse Canada
Ontario, Canada
$212K
TL
698
Tradewinds LLC
North Carolina
$211K
SP
699
SmartHarvest Portfolios
Washington
$211K
SAM
700
Smartleaf Asset Management
Massachusetts
$210K