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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
AA
726
AlphaCentric Advisors
Puerto Rico
$128K
HFS
727
Hantz Financial Services
Michigan
$128K
AGWCA
728
Annis Gardner Whiting Capital Advisors
Florida
$121K
C
729
Covestor
United Kingdom
$121K
HNB
730
Huntington National Bank
Ohio
$120K
SJIM
731
St. Johns Investment Management
Florida
$118K
VCM
732
Versant Capital Management
Arizona
$117K
EB
733
Eastern Bank
Massachusetts
$117K
WTC
734
WhitTier Trust Company
Nevada
$108K
AIM
735
Anchor Investment Management
South Carolina
$108K
FPF
736
First Pacific Financial
Washington
$105K
CA
737
Clearstead Advisors
Ohio
$105K
HIA
738
Harbor Investment Advisory
Maryland
$97.5K
FIM
739
FWL Investment Management
Texas
$96.4K
CTC
740
Central Trust Company
Missouri
$94.5K
QC
741
Quent Capital
New York
$91.6K
CVM
742
Cheviot Value Management
California
$91.4K
Federated Hermes
743
Federated Hermes
Pennsylvania
$91.2K
FFO
744
Fortitude Family Office
Arizona
$88.4K
WBC
745
Westpac Banking Corp
Australia
$88.1K
MCA
746
McGuire Capital Advisors
Oklahoma
$88.1K
PW
747
Pandora Wealth
Illinois
$81.8K
EWM
748
Evermay Wealth Management
Virginia
$77.8K
CAL
749
Capital Advisors Ltd
Ohio
$74K
CFD
750
Creative Financial Designs
Indiana
$73.5K