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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
BWMG
701
Barnes Wealth Management Group
California
$209K
WIC
702
Woodmont Investment Counsel
Tennessee
$208K
SL
703
Summitry LLC
California
$207K
RFC
704
Regions Financial Corp
Alabama
$206K
FT
705
Fiduciary Trust
Massachusetts
$205K
CS
706
Cannell & Spears
New York
$204K
EWA
707
Exit Wealth Advisors
Georgia
$202K
SG
708
StoneX Group
New York
$202K
GCWM
709
Graham Capital Wealth Management
District of Columbia
$202K
AF
710
Allworth Financial
California
$201K
HWA
711
Heritage Wealth Advisors
Virginia
$201K
SC
712
Steph & Co
Wisconsin
$200K
CI
713
Cigna Investments
Connecticut
$200K
TFA
714
Transamerica Financial Advisors
Florida
$193K
BTI
715
Blue Trust Inc
Georgia
$189K
TSMHT
716
Thurston Springer Miller Herd & Titak
Indiana
$178K
EBA
717
Eagle Bay Advisors
New York
$175K
ERSOT
718
Employees Retirement System of Texas
Texas
$168K
LS
719
Livforsakringsbolaget Skandia
Sweden
$154K
GWM
720
Geneos Wealth Management
Colorado
$154K
OWP
721
ORG Wealth Partners
Texas
$150K
JWA
722
JFS Wealth Advisors
Pennsylvania
$143K
AF
723
Advisornet Financial
Minnesota
$139K
Acadian Asset Management
724
Acadian Asset Management
Massachusetts
$133K
LI
725
LRI Investments
Florida
$131K