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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
Cerity Partners
51
Cerity Partners
New York
$52.4M
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$50.3M
Stifel Financial
53
Stifel Financial
Missouri
$49.3M
Caisse de Depot et Placement du Quebec (CDPQ)
54
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48M
Truist Financial
55
Truist Financial
North Carolina
$48M
B
56
BloombergSen
Ontario, Canada
$47.7M
MAA
57
Mraz Amerine & Associates
California
$44.4M
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$44M
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$43.5M
N
60
Nuveen
North Carolina
$42.1M
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$40.8M
Victory Capital Management
62
Victory Capital Management
Texas
$38M
MC
63
Maren Capital
Illinois
$37.6M
Citigroup
64
Citigroup
New York
$37.6M
DB
65
Danske Bank
Denmark
$35.7M
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.7M
BNP Paribas Asset Management
67
BNP Paribas Asset Management
France
$33.6M
Russell Investments Group
68
Russell Investments Group
United Kingdom
$32.6M
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$30M
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$26.9M
APG Asset Management
71
APG Asset Management
Netherlands
$26.7M
AFIA
72
America First Investment Advisors
Nebraska
$26.6M
American Century Companies
73
American Century Companies
Missouri
$25.8M
AT
74
Arbejdsmarkedets Tillaegspension
$24.4M
SG Americas Securities
75
SG Americas Securities
New York
$24.1M