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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
Loomis, Sayles & Company
776
Loomis, Sayles & Company
Massachusetts
$42.8K
DT
777
DV Trading
Illinois
$42.4K
TFIPS
778
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.1K
FHA
779
Flagship Harbor Advisors
Massachusetts
$41.8K
RCM
780
Raleigh Capital Management
North Carolina
$41K
QL
781
Quarry LP
New York
$39.1K
WIM
782
Westside Investment Management
California
$38.2K
SVWA
783
Sarver Vrooman Wealth Advisors
Missouri
$37.8K
WSFS
784
Wilmington Savings Fund Society
Delaware
$36.5K
NEWAS
785
N.E.W. Advisory Services
Wisconsin
$35.1K
TCM
786
Triumph Capital Management
Colorado
$32.1K
CFO
787
CVA Family Office
Colorado
$31.7K
SSG
788
Summit Securities Group
New York
$31.2K
CFS
789
CGC Financial Services
Oregon
$29.5K
DE
790
DV Equities
Illinois
$29.4K
BWL
791
Bogart Wealth LLC
Virginia
$28.3K
PWA
792
Physician Wealth Advisors
Utah
$27.9K
AAG
793
Armstrong Advisory Group
Massachusetts
$27.8K
PAI
794
Pittenger & Anderson Inc
Nebraska
$26.3K
HBW
795
Hazlett, Burt & Watson
West Virginia
$26K
HNB
796
Hilltop National Bank
Wyoming
$25.5K
EF
797
Entrust Financial
Pennsylvania
$24.7K
CA
798
CoreCap Advisors
Michigan
$24.5K
CA
799
Crewe Advisors
Utah
$24.4K
CFS
800
Compass Financial Services
Iowa
$24K