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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
DSC
751
Duncker Streett & Co
Missouri
$71K
MWPCG
752
Measured Wealth Private Client Group
New Hampshire
$69.4K
MAS
753
MPWM Advisory Solutions
Georgia
$63.1K
CH
754
Cromwell Holdings
Wyoming
$61.9K
RBI
755
Raiffeisen Bank International
Austria
$61.2K
OL
756
OneFund LLC
Florida
$60K
PB
757
Pinnacle Bancorp
Nebraska
$58.1K
RFG
758
REAP Financial Group
Texas
$57.9K
RFP
759
Root Financial Partners
California
$55.5K
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$54.6K
NS
761
NBC Securities
Alabama
$54.2K
EI
762
eCIO Inc
Wisconsin
$54K
PWPS
763
Pinnacle Wealth Planning Services
Ohio
$53.7K
PP
764
PFS Partners
New Jersey
$52.2K
SIM
765
Sentry Investment Management
Wisconsin
$52K
MCM
766
MAI Capital Management
Ohio
$47.8K
DCM
767
Davis Capital Management
Florida
$47.5K
PFBT
768
Parkside Financial Bank & Trust
Missouri
$47.2K
TC
769
Trust Company
Kansas
$46.1K
CT
770
Coastline Trust
Rhode Island
$43.6K
CT
771
Colonial Trust
South Carolina
$42.8K
Loomis, Sayles & Company
772
Loomis, Sayles & Company
Massachusetts
$42.8K
DT
773
DV Trading
Illinois
$42.4K
TFIPS
774
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.1K
FHA
775
Flagship Harbor Advisors
Massachusetts
$41.8K