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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
ZBNA
851
Zions Bancorporation, National Association
Utah
$6.31K
Group One Trading
852
Group One Trading
Illinois
$5.75K
WWA
853
Wealth Watch Advisors
Colorado
$5.33K
MWM
854
Mascoma Wealth Management
New Hampshire
$5.26K
PPC
855
Park Place Capital
Alabama
$5.19K
FCAS
856
First Command Advisory Services
Texas
$4.91K
HHMI
857
Howard Hughes Medical Institute
Maryland
$4.49K
FC
858
Family CFO
California
$4.21K
AW
859
Avion Wealth
Texas
$4K
DPW
860
DiNuzzo Private Wealth
Pennsylvania
$3.93K
CPG
861
Cornerstone Planning Group
New Jersey
$3.92K
WA
862
Westfuller Advisors
New York
$3.74K
SS
863
Sunbelt Securities
Texas
$3.51K
CFG
864
Clayton Financial Group
Missouri
$3.51K
OP
865
ORG Partners
Indiana
$3.43K
QA
866
Quattro Advisors
Pennsylvania
$3.33K
GEA
867
Glen Eagle Advisors
New Jersey
$3.28K
S
868
Sachetta
Massachusetts
$3.23K
LB
869
Legacy Bridge
Iowa
$3.02K
FUBT
870
First United Bank & Trust
Maryland
$3.02K
FPB
871
First PREMIER Bank
South Dakota
$3K
CMBA
872
C.M. Bidwell & Associates
Hawaii
$2.81K
BHWM
873
Bay Harbor Wealth Management
Maryland
$2.8K
HFS
874
Hughes Financial Services
Virginia
$2.38K
SRCM
875
Signature Resources Capital Management
California
$2.38K