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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
S
876
Sachetta
Massachusetts
$3.23K
LB
877
Legacy Bridge
Iowa
$3.02K
FUBT
878
First United Bank & Trust
Maryland
$3.02K
FPB
879
First PREMIER Bank
South Dakota
$3K
CMBA
880
C.M. Bidwell & Associates
Hawaii
$2.81K
BHWM
881
Bay Harbor Wealth Management
Maryland
$2.8K
HFS
882
Hughes Financial Services
Virginia
$2.38K
SRCM
883
Signature Resources Capital Management
California
$2.38K
IWM
884
IMG Wealth Management
Florida
$2.31K
CIAS
885
CBIZ Investment Advisory Services
Ohio
$2.17K
CFM
886
Cornerstone Financial Management
Massachusetts
$2.17K
DF
887
Dunhill Financial
United Kingdom
$2.08K
PCM
888
Penserra Capital Management
California
$2K
HFM
889
Harvest Fund Management
China
$2K
KG
890
Kilter Group
New York
$1.89K
SFS
891
Sunrise Financial Services
Washington
$1.89K
JGIA
892
Jackson Grant Investment Advisers
Connecticut
$1.68K
AP
893
Aspect Partners
Virginia
$1.68K
HHCP
894
Hilton Head Capital Partners
South Carolina
$1.61K
SS
895
SBI Securities
Japan
$1.47K
KFI
896
Key Financial Inc
Pennsylvania
$1.33K
BIA
897
Bell Investment Advisors
California
$1.12K
CMA
898
Cedar Mountain Advisors
Oregon
$1.12K
TAM
899
Tucker Asset Management
Colorado
$1.12K
RWM
900
Rialto Wealth Management
New York
$1.05K