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W.R. Berkley

926 hedge funds and large institutions have $19.8B invested in W.R. Berkley in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 308 increasing their positions, 346 reducing their positions, and 99 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% more funds holding

Funds holding: 924926 (+2)

11% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 346

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
926
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
SP
701
SmartHarvest Portfolios
Washington
$211K
SAM
702
Smartleaf Asset Management
Massachusetts
$210K
BWMG
703
Barnes Wealth Management Group
California
$209K
WIC
704
Woodmont Investment Counsel
Tennessee
$208K
SL
705
Summitry LLC
California
$207K
RFC
706
Regions Financial Corp
Alabama
$206K
FT
707
Fiduciary Trust
Massachusetts
$205K
CS
708
Cannell & Spears
New York
$204K
EWA
709
Exit Wealth Advisors
Georgia
$202K
SG
710
StoneX Group
New York
$202K
GCWM
711
Graham Capital Wealth Management
District of Columbia
$202K
AF
712
Allworth Financial
California
$201K
HWA
713
Heritage Wealth Advisors
Virginia
$201K
SC
714
Steph & Co
Wisconsin
$200K
CI
715
Cigna Investments
Connecticut
$200K
TFA
716
Transamerica Financial Advisors
Florida
$193K
BTI
717
Blue Trust Inc
Georgia
$189K
TSMHT
718
Thurston Springer Miller Herd & Titak
Indiana
$178K
EBA
719
Eagle Bay Advisors
New York
$175K
ERSOT
720
Employees Retirement System of Texas
Texas
$168K
LS
721
Livforsakringsbolaget Skandia
Sweden
$154K
GWM
722
Geneos Wealth Management
Colorado
$154K
OWP
723
ORG Wealth Partners
Texas
$150K
JWA
724
JFS Wealth Advisors
Pennsylvania
$143K
AF
725
Advisornet Financial
Minnesota
$139K