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W.R. Berkley

924 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, 345 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: 924924 (0)

11% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 345

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
924
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
LWMI
851
Legacy Wealth Management (Idaho)
Idaho
$6.66K
SAG
852
SageView Advisory Group
California
$6.66K
ZBNA
853
Zions Bancorporation, National Association
Utah
$6.31K
Group One Trading
854
Group One Trading
Illinois
$5.75K
WWA
855
Wealth Watch Advisors
Colorado
$5.33K
MWM
856
Mascoma Wealth Management
New Hampshire
$5.26K
PPC
857
Park Place Capital
Alabama
$5.19K
FCAS
858
First Command Advisory Services
Texas
$4.91K
HHMI
859
Howard Hughes Medical Institute
Maryland
$4.49K
FC
860
Family CFO
California
$4.21K
AW
861
Avion Wealth
Texas
$4K
DPW
862
DiNuzzo Private Wealth
Pennsylvania
$3.93K
CPG
863
Cornerstone Planning Group
New Jersey
$3.92K
WA
864
Westfuller Advisors
New York
$3.74K
SS
865
Sunbelt Securities
Texas
$3.51K
CFG
866
Clayton Financial Group
Missouri
$3.51K
OP
867
ORG Partners
Indiana
$3.43K
QA
868
Quattro Advisors
Pennsylvania
$3.33K
GEA
869
Glen Eagle Advisors
New Jersey
$3.28K
S
870
Sachetta
Massachusetts
$3.23K
LB
871
Legacy Bridge
Iowa
$3.02K
FUBT
872
First United Bank & Trust
Maryland
$3.02K
FPB
873
First PREMIER Bank
South Dakota
$3K
CMBA
874
C.M. Bidwell & Associates
Hawaii
$2.81K
BHWM
875
Bay Harbor Wealth Management
Maryland
$2.8K