WRB icon

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
JWA
726
JFS Wealth Advisors
Pennsylvania
$143K
AF
727
Advisornet Financial
Minnesota
$139K
Acadian Asset Management
728
Acadian Asset Management
Massachusetts
$133K
LI
729
LRI Investments
Florida
$131K
AA
730
AlphaCentric Advisors
Puerto Rico
$128K
HFS
731
Hantz Financial Services
Michigan
$128K
AGWCA
732
Annis Gardner Whiting Capital Advisors
Florida
$121K
C
733
Covestor
United Kingdom
$121K
HNB
734
Huntington National Bank
Ohio
$120K
SJIM
735
St. Johns Investment Management
Florida
$118K
VCM
736
Versant Capital Management
Arizona
$117K
EB
737
Eastern Bank
Massachusetts
$117K
WTC
738
WhitTier Trust Company
Nevada
$108K
AIM
739
Anchor Investment Management
South Carolina
$108K
FPF
740
First Pacific Financial
Washington
$105K
CA
741
Clearstead Advisors
Ohio
$105K
HIA
742
Harbor Investment Advisory
Maryland
$97.5K
FIM
743
FWL Investment Management
Texas
$96.4K
CTC
744
Central Trust Company
Missouri
$94.5K
QC
745
Quent Capital
New York
$91.6K
CVM
746
Cheviot Value Management
California
$91.4K
Federated Hermes
747
Federated Hermes
Pennsylvania
$91.2K
FFO
748
Fortitude Family Office
Arizona
$88.4K
WBC
749
Westpac Banking Corp
Australia
$88.1K
MCA
750
McGuire Capital Advisors
Oklahoma
$88.1K