WRB icon

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
NL
801
Navalign LLC
California
$22.6K
MCM
802
Manchester Capital Management
Vermont
$21.9K
ADL
803
Asset Dedication LLC
California
$21.8K
DMBA
804
Deseret Mutual Benefit Administrators
Utah
$21.6K
LFG
805
Larson Financial Group
Missouri
$21.4K
LSA
806
Leonteq Securities AG
Switzerland
$21K
PWMG
807
Private Wealth Management Group
New Jersey
$21K
BF
808
BOK Financial
Oklahoma
$20.8K
HFS
809
Horizon Financial Services
North Carolina
$18.8K
MB
810
MidFirst Bank
Oklahoma
$17.3K
FC
811
Financial Consulate
Maryland
$16.9K
CT
812
Clearstead Trust
Maine
$16.8K
PGAM
813
Princeton Global Asset Management
New Jersey
$15.8K
AFC
814
Ares Financial Consulting
California
$15.8K
FAMI
815
Fideuram Asset Management (Ireland)
$15.3K
FMII
816
Farmers & Merchants Investments Inc
Nebraska
$14.3K
DJSG
817
D.J. St. Germain
Massachusetts
$14K
HIMS
818
Hager Investment Management Services
New Hampshire
$14K
SWM
819
Spire Wealth Management
Virginia
$13.7K
CHC
820
City Holding Co
West Virginia
$13.3K
KFAS
821
Keating Financial Advisory Services
Kansas
$13K
WA
822
WPG Advisers
Maryland
$13K
TWD
823
True Wealth Design
Ohio
$12.6K
BGAI
824
Bruce G. Allen Investments
Colorado
$12.4K
DCM
825
Davidson Capital Management
Texas
$12.3K