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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
MA
826
MCF Advisors
Kentucky
$11.2K
GWSA
827
Global Wealth Strategies & Associates
Colorado
$11.2K
SC
828
SouthState Corp
Florida
$10.5K
LFA
829
LGT Financial Advisors
Texas
$9.87K
JFGIW
830
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.68K
FMP
831
Financial Management Professionals
Texas
$9.61K
SGK
832
Steigerwald Gordon & Koch
Virginia
$9.54K
GKIM
833
GW&K Investment Management
Massachusetts
$9K
IIM
834
IFC & Insurance Marketing
California
$9K
WETS
835
Wealth Enhancement Trust Services
South Dakota
$8.2K
SIC
836
SJS Investment Consulting
Ohio
$7.92K
DIP
837
DT Investment Partners
Pennsylvania
$7.85K
EW
838
Elyxium Wealth
California
$7.75K
AIC
839
Archer Investment Corporation
Indiana
$7.64K
CTWM
840
Cherry Tree Wealth Management
Minnesota
$7.57K
MCM
841
MV Capital Management
Maryland
$7.29K
SEP
842
Signature Equity Partners
Ohio
$7.29K
WWM
843
Wolff Wiese Magana
California
$7.08K
OAJ
844
Ogorek Anthony Joseph
New York
$7K
CWP
845
Clark Wealth Partners
Illinois
$6.94K
RDFA
846
Ritter Daniher Financial Advisory
Ohio
$6.87K
CTA
847
Colonial Trust Advisors
South Carolina
$6.8K
CJ
848
Caitlin John
Michigan
$6.73K
LWMI
849
Legacy Wealth Management (Idaho)
Idaho
$6.66K
SAG
850
SageView Advisory Group
California
$6.66K