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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
IWM
876
IMG Wealth Management
Florida
$2.31K
CIAS
877
CBIZ Investment Advisory Services
Ohio
$2.17K
CFM
878
Cornerstone Financial Management
Massachusetts
$2.17K
DF
879
Dunhill Financial
United Kingdom
$2.08K
PCM
880
Penserra Capital Management
California
$2K
HFM
881
Harvest Fund Management
China
$2K
KG
882
Kilter Group
New York
$1.89K
SFS
883
Sunrise Financial Services
Washington
$1.89K
JGIA
884
Jackson Grant Investment Advisers
Connecticut
$1.68K
AP
885
Aspect Partners
Virginia
$1.68K
HHCP
886
Hilton Head Capital Partners
South Carolina
$1.61K
SS
887
SBI Securities
Japan
$1.47K
KFI
888
Key Financial Inc
Pennsylvania
$1.33K
CMA
889
Cedar Mountain Advisors
Oregon
$1.12K
BIA
890
Bell Investment Advisors
California
$1.12K
TAM
891
Tucker Asset Management
Colorado
$1.12K
RWM
892
Rialto Wealth Management
New York
$1.05K
RBC
893
Roble Belko & Company
Pennsylvania
$1K
VNA
894
Valley National Advisers
Pennsylvania
$1K
APW
895
Aventura Private Wealth
Florida
$982
PWA
896
Principia Wealth Advisory
Texas
$982
HIA
897
HFM Investment Advisors
New Jersey
$912
RIAS
898
Rachor Investment Advisory Services
Michigan
$912
WPA
899
Wealth Preservation Advisors
Tennessee
$841
ACA
900
American Capital Advisory
Idaho
$772