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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
MHR
826
Matthew Hamilton Rosenberg
$12.1K
SL
827
Salomon & Ludwin
Virginia
$11.7K
SA
828
SRH Advisors
Kansas
$11.4K
MA
829
MCF Advisors
Kentucky
$11.2K
GWSA
830
Global Wealth Strategies & Associates
Colorado
$11.2K
SC
831
SouthState Corp
Florida
$10.5K
LFA
832
LGT Financial Advisors
Texas
$9.87K
JFGIW
833
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.68K
FMP
834
Financial Management Professionals
Texas
$9.61K
SGK
835
Steigerwald Gordon & Koch
Virginia
$9.54K
GKIM
836
GW&K Investment Management
Massachusetts
$9K
IIM
837
IFC & Insurance Marketing
California
$9K
WETS
838
Wealth Enhancement Trust Services
South Dakota
$8.2K
SIC
839
SJS Investment Consulting
Ohio
$7.92K
DIP
840
DT Investment Partners
Pennsylvania
$7.85K
EW
841
Elyxium Wealth
California
$7.75K
AIC
842
Archer Investment Corporation
Indiana
$7.64K
CTWM
843
Cherry Tree Wealth Management
Minnesota
$7.57K
MCM
844
MV Capital Management
Maryland
$7.29K
SEP
845
Signature Equity Partners
Ohio
$7.29K
WWM
846
Wolff Wiese Magana
California
$7.08K
OAJ
847
Ogorek Anthony Joseph
New York
$7K
CWP
848
Clark Wealth Partners
Illinois
$6.94K
RDFA
849
Ritter Daniher Financial Advisory
Ohio
$6.87K
CTA
850
Colonial Trust Advisors
South Carolina
$6.8K