WRB icon

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
PWMG
801
Prestige Wealth Management Group
New Jersey
$23.9K
FFA
802
Frazier Financial Advisors
Ohio
$23.6K
NL
803
Navalign LLC
California
$22.6K
B
804
Bayban
Minnesota
$22.1K
MCM
805
Manchester Capital Management
Vermont
$21.9K
ADL
806
Asset Dedication LLC
California
$21.8K
DMBA
807
Deseret Mutual Benefit Administrators
Utah
$21.6K
LFG
808
Larson Financial Group
Missouri
$21.4K
LSA
809
Leonteq Securities AG
Switzerland
$21K
PWMG
810
Private Wealth Management Group
New Jersey
$21K
BF
811
BOK Financial
Oklahoma
$20.8K
RAM
812
Reflection Asset Management
South Carolina
$20.3K
HFS
813
Horizon Financial Services
North Carolina
$18.8K
MB
814
MidFirst Bank
Oklahoma
$17.3K
FC
815
Financial Consulate
Maryland
$16.9K
CT
816
Clearstead Trust
Maine
$16.8K
PGAM
817
Princeton Global Asset Management
New Jersey
$15.8K
AFC
818
Ares Financial Consulting
California
$15.8K
FAMI
819
Fideuram Asset Management (Ireland)
$15.3K
FMII
820
Farmers & Merchants Investments Inc
Nebraska
$14.3K
DJSG
821
D.J. St. Germain
Massachusetts
$14K
HIMS
822
Hager Investment Management Services
New Hampshire
$14K
SWM
823
Spire Wealth Management
Virginia
$13.7K
CHC
824
City Holding Co
West Virginia
$13.3K
KFAS
825
Keating Financial Advisory Services
Kansas
$13K