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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
TWC
701
TD Waterhouse Canada
Ontario, Canada
$212K
TL
702
Tradewinds LLC
North Carolina
$211K
SP
703
SmartHarvest Portfolios
Washington
$211K
SAM
704
Smartleaf Asset Management
Massachusetts
$210K
BWMG
705
Barnes Wealth Management Group
California
$209K
WIC
706
Woodmont Investment Counsel
Tennessee
$208K
SL
707
Summitry LLC
California
$207K
RFC
708
Regions Financial Corp
Alabama
$206K
FT
709
Fiduciary Trust
Massachusetts
$205K
CS
710
Cannell & Spears
New York
$204K
EWA
711
Exit Wealth Advisors
Georgia
$202K
SG
712
StoneX Group
New York
$202K
GCWM
713
Graham Capital Wealth Management
District of Columbia
$202K
AF
714
Allworth Financial
California
$201K
HWA
715
Heritage Wealth Advisors
Virginia
$201K
SC
716
Steph & Co
Wisconsin
$200K
CI
717
Cigna Investments
Connecticut
$200K
TFA
718
Transamerica Financial Advisors
Florida
$193K
BTI
719
Blue Trust Inc
Georgia
$189K
TSMHT
720
Thurston Springer Miller Herd & Titak
Indiana
$178K
EBA
721
Eagle Bay Advisors
New York
$175K
ERSOT
722
Employees Retirement System of Texas
Texas
$168K
LS
723
Livforsakringsbolaget Skandia
Sweden
$154K
GWM
724
Geneos Wealth Management
Colorado
$154K
OWP
725
ORG Wealth Partners
Texas
$150K