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
WA
826
WPG Advisers
Maryland
$13K
TWD
827
True Wealth Design
Ohio
$12.6K
BGAI
828
Bruce G. Allen Investments
Colorado
$12.4K
DCM
829
Davidson Capital Management
Texas
$12.3K
MHR
830
Matthew Hamilton Rosenberg
$12.1K
SL
831
Salomon & Ludwin
Virginia
$11.7K
SA
832
SRH Advisors
Kansas
$11.4K
MA
833
MCF Advisors
Kentucky
$11.2K
GWSA
834
Global Wealth Strategies & Associates
Colorado
$11.2K
SC
835
SouthState Corp
Florida
$10.5K
LFA
836
LGT Financial Advisors
Texas
$9.87K
JFGIW
837
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.68K
FMP
838
Financial Management Professionals
Texas
$9.61K
SGK
839
Steigerwald Gordon & Koch
Virginia
$9.54K
GKIM
840
GW&K Investment Management
Massachusetts
$9K
IIM
841
IFC & Insurance Marketing
California
$9K
WETS
842
Wealth Enhancement Trust Services
South Dakota
$8.2K
SIC
843
SJS Investment Consulting
Ohio
$7.92K
DIP
844
DT Investment Partners
Pennsylvania
$7.85K
EW
845
Elyxium Wealth
California
$7.75K
AIC
846
Archer Investment Corporation
Indiana
$7.64K
CTWM
847
Cherry Tree Wealth Management
Minnesota
$7.57K
MCM
848
MV Capital Management
Maryland
$7.29K
SEP
849
Signature Equity Partners
Ohio
$7.29K
WWM
850
Wolff Wiese Magana
California
$7.08K