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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
PW
751
Pandora Wealth
Illinois
$81.8K
EWM
752
Evermay Wealth Management
Virginia
$77.8K
CAL
753
Capital Advisors Ltd
Ohio
$74K
CFD
754
Creative Financial Designs
Indiana
$73.5K
DSC
755
Duncker Streett & Co
Missouri
$71K
MWPCG
756
Measured Wealth Private Client Group
New Hampshire
$69.4K
MAS
757
MPWM Advisory Solutions
Georgia
$63.1K
CH
758
Cromwell Holdings
Wyoming
$61.9K
RBI
759
Raiffeisen Bank International
Austria
$61.2K
OL
760
OneFund LLC
Florida
$60K
PB
761
Pinnacle Bancorp
Nebraska
$58.1K
RFG
762
REAP Financial Group
Texas
$57.9K
RFP
763
Root Financial Partners
California
$55.5K
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$54.6K
NS
765
NBC Securities
Alabama
$54.2K
EI
766
eCIO Inc
Wisconsin
$54K
PWPS
767
Pinnacle Wealth Planning Services
Ohio
$53.7K
PP
768
PFS Partners
New Jersey
$52.2K
SIM
769
Sentry Investment Management
Wisconsin
$52K
MCM
770
MAI Capital Management
Ohio
$47.8K
DCM
771
Davis Capital Management
Florida
$47.5K
PFBT
772
Parkside Financial Bank & Trust
Missouri
$47.2K
TC
773
Trust Company
Kansas
$46.1K
CT
774
Coastline Trust
Rhode Island
$43.6K
CT
775
Colonial Trust
South Carolina
$42.8K