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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
OAJ
851
Ogorek Anthony Joseph
New York
$7K
CWP
852
Clark Wealth Partners
Illinois
$6.94K
RDFA
853
Ritter Daniher Financial Advisory
Ohio
$6.87K
CTA
854
Colonial Trust Advisors
South Carolina
$6.8K
CJ
855
Caitlin John
Michigan
$6.73K
LWMI
856
Legacy Wealth Management (Idaho)
Idaho
$6.66K
SAG
857
SageView Advisory Group
California
$6.66K
ZBNA
858
Zions Bancorporation, National Association
Utah
$6.31K
Group One Trading
859
Group One Trading
Illinois
$5.75K
WWA
860
Wealth Watch Advisors
Colorado
$5.33K
MWM
861
Mascoma Wealth Management
New Hampshire
$5.26K
PPC
862
Park Place Capital
Alabama
$5.19K
FCAS
863
First Command Advisory Services
Texas
$4.91K
HHMI
864
Howard Hughes Medical Institute
Maryland
$4.49K
FC
865
Family CFO
California
$4.21K
USB
866
Union Savings Bank
Connecticut
$4.21K
AW
867
Avion Wealth
Texas
$4K
DPW
868
DiNuzzo Private Wealth
Pennsylvania
$3.93K
CPG
869
Cornerstone Planning Group
New Jersey
$3.92K
WA
870
Westfuller Advisors
New York
$3.74K
SS
871
Sunbelt Securities
Texas
$3.51K
CFG
872
Clayton Financial Group
Missouri
$3.51K
OP
873
ORG Partners
Indiana
$3.43K
QA
874
Quattro Advisors
Pennsylvania
$3.33K
GEA
875
Glen Eagle Advisors
New Jersey
$3.28K