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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$50.3M
Stifel Financial
52
Stifel Financial
Missouri
$49.3M
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48M
Truist Financial
54
Truist Financial
North Carolina
$48M
B
55
BloombergSen
Ontario, Canada
$47.7M
MAA
56
Mraz Amerine & Associates
California
$44.4M
Mitsubishi UFJ Asset Management
57
Mitsubishi UFJ Asset Management
Japan
$44M
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$43.5M
N
59
Nuveen
North Carolina
$42.1M
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$40.8M
Victory Capital Management
61
Victory Capital Management
Texas
$38M
MC
62
Maren Capital
Illinois
$37.6M
Citigroup
63
Citigroup
New York
$37.6M
DB
64
Danske Bank
Denmark
$35.7M
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.7M
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$33.6M
Russell Investments Group
67
Russell Investments Group
United Kingdom
$32.6M
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$30M
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$26.9M
APG Asset Management
70
APG Asset Management
Netherlands
$26.7M
AFIA
71
America First Investment Advisors
Nebraska
$26.6M
American Century Companies
72
American Century Companies
Missouri
$25.8M
AT
73
Arbejdsmarkedets Tillaegspension
$24.4M
SG Americas Securities
74
SG Americas Securities
New York
$24.1M
Bank of Nova Scotia
75
Bank of Nova Scotia
Ontario, Canada
$24.1M