WRB icon

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
RCM
776
Raleigh Capital Management
North Carolina
$41K
QL
777
Quarry LP
New York
$39.1K
WIM
778
Westside Investment Management
California
$38.2K
SVWA
779
Sarver Vrooman Wealth Advisors
Missouri
$37.8K
WSFS
780
Wilmington Savings Fund Society
Delaware
$36.5K
NEWAS
781
N.E.W. Advisory Services
Wisconsin
$35.1K
TCM
782
Triumph Capital Management
Colorado
$32.1K
CFO
783
CVA Family Office
Colorado
$31.7K
SSG
784
Summit Securities Group
New York
$31.2K
CFS
785
CGC Financial Services
Oregon
$29.5K
DE
786
DV Equities
Illinois
$29.4K
BWL
787
Bogart Wealth LLC
Virginia
$28.3K
PWA
788
Physician Wealth Advisors
Utah
$27.9K
AAG
789
Armstrong Advisory Group
Massachusetts
$27.8K
PAI
790
Pittenger & Anderson Inc
Nebraska
$26.3K
HBW
791
Hazlett, Burt & Watson
West Virginia
$26K
HNB
792
Hilltop National Bank
Wyoming
$25.5K
EF
793
Entrust Financial
Pennsylvania
$24.7K
CA
794
CoreCap Advisors
Michigan
$24.5K
CA
795
Crewe Advisors
Utah
$24.4K
PWMG
796
Prestige Wealth Management Group
New Jersey
$23.9K
FFA
797
Frazier Financial Advisors
Ohio
$23.6K
NL
798
Navalign LLC
California
$22.6K
MCM
799
Manchester Capital Management
Vermont
$21.9K
ADL
800
Asset Dedication LLC
California
$21.8K