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
DMBA
801
Deseret Mutual Benefit Administrators
Utah
$21.6K
LFG
802
Larson Financial Group
Missouri
$21.4K
LSA
803
Leonteq Securities AG
Switzerland
$21K
PWMG
804
Private Wealth Management Group
New Jersey
$21K
BF
805
BOK Financial
Oklahoma
$20.8K
HFS
806
Horizon Financial Services
North Carolina
$18.8K
MB
807
MidFirst Bank
Oklahoma
$17.3K
FC
808
Financial Consulate
Maryland
$16.9K
CT
809
Clearstead Trust
Maine
$16.8K
PGAM
810
Princeton Global Asset Management
New Jersey
$15.8K
AFC
811
Ares Financial Consulting
California
$15.8K
FAMI
812
Fideuram Asset Management (Ireland)
$15.3K
FMII
813
Farmers & Merchants Investments Inc
Nebraska
$14.3K
DJSG
814
D.J. St. Germain
Massachusetts
$14K
HIMS
815
Hager Investment Management Services
New Hampshire
$14K
SWM
816
Spire Wealth Management
Virginia
$13.7K
CHC
817
City Holding Co
West Virginia
$13.3K
KFAS
818
Keating Financial Advisory Services
Kansas
$13K
WA
819
WPG Advisers
Maryland
$13K
TWD
820
True Wealth Design
Ohio
$12.6K
BGAI
821
Bruce G. Allen Investments
Colorado
$12.4K
DCM
822
Davidson Capital Management
Texas
$12.3K
MHR
823
Matthew Hamilton Rosenberg
$12.1K
SL
824
Salomon & Ludwin
Virginia
$11.7K
SA
825
SRH Advisors
Kansas
$11.4K