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W.R. Berkley

925 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, 308 increasing their positions, 346 reducing their positions, and 99 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% more funds holding

Funds holding: 924925 (+1)

11% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 346

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
925
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
TFIPS
776
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.1K
FHA
777
Flagship Harbor Advisors
Massachusetts
$41.8K
RCM
778
Raleigh Capital Management
North Carolina
$41K
QL
779
Quarry LP
New York
$39.1K
WIM
780
Westside Investment Management
California
$38.2K
SVWA
781
Sarver Vrooman Wealth Advisors
Missouri
$37.8K
WSFS
782
Wilmington Savings Fund Society
Delaware
$36.5K
NEWAS
783
N.E.W. Advisory Services
Wisconsin
$35.1K
TCM
784
Triumph Capital Management
Colorado
$32.1K
CFO
785
CVA Family Office
Colorado
$31.7K
SSG
786
Summit Securities Group
New York
$31.2K
CFS
787
CGC Financial Services
Oregon
$29.5K
DE
788
DV Equities
Illinois
$29.4K
BWL
789
Bogart Wealth LLC
Virginia
$28.3K
PWA
790
Physician Wealth Advisors
Utah
$27.9K
AAG
791
Armstrong Advisory Group
Massachusetts
$27.8K
PAI
792
Pittenger & Anderson Inc
Nebraska
$26.3K
HBW
793
Hazlett, Burt & Watson
West Virginia
$26K
HNB
794
Hilltop National Bank
Wyoming
$25.5K
EF
795
Entrust Financial
Pennsylvania
$24.7K
CA
796
CoreCap Advisors
Michigan
$24.5K
CA
797
Crewe Advisors
Utah
$24.4K
CFS
798
Compass Financial Services
Iowa
$24K
PWMG
799
Prestige Wealth Management Group
New Jersey
$23.9K
FFA
800
Frazier Financial Advisors
Ohio
$23.6K