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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
SFS
676
Sowell Financial Services
Arkansas
$238K
AFG
677
ABLE Financial Group
Arizona
$238K
IA
678
IFP Advisors
Florida
$237K
PW
679
PUREfi Wealth
Massachusetts
$237K
JHCP
680
Jackson Hole Capital Partners
Oklahoma
$236K
LWA
681
Legacy Wealth Advisors
Florida
$236K
TAM
682
Trust Asset Management
Texas
$235K
PA
683
Profund Advisors
Maryland
$233K
Fayez Sarofim & Co
684
Fayez Sarofim & Co
Texas
$231K
AMCA
685
Arthur M. Cohen & Associates
Illinois
$231K
IAP
686
Indie Asset Partners
Indiana
$230K
AFT
687
Alpha Family Trust
California
$224K
MW
688
Marble Wealth
Alabama
$223K
FFA
689
Florida Financial Advisors
Florida
$222K
BRWM
690
Blue Rock Wealth Management
North Carolina
$222K
AWM
691
Accurate Wealth Management
Florida
$217K
FNBT
692
FineMark National Bank & Trust
Florida
$217K
PFM
693
Patton Fund Management
Texas
$217K
1SB
694
1ST Source Bank
Indiana
$216K
SF
695
Summit Financial
New Jersey
$215K
CAG
696
Crestwood Advisors Group
Massachusetts
$214K
HW
697
Hancock Whitney
Mississippi
$214K
KWM
698
Kingsview Wealth Management
Oregon
$213K
LF
699
Lantz Financial
Illinois
$213K
MM
700
MQS Management
New York
$213K