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W.R. Berkley

923 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% less funds holding

Funds holding: 924923 (-1)

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
923
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
ACA
901
American Capital Advisory
Idaho
$772
QWM
902
Quaker Wealth Management
New Jersey
$772
RS
903
Rakuten Securities
Japan
$771
UFF
904
USA Financial Formulas
Michigan
$771
WW
905
Winnow Wealth
Texas
$710
ACM
906
Anfield Capital Management
California
$701
WA
907
WestEnd Advisors
North Carolina
$701
UCB
908
United Community Bank
South Carolina
$631
VWA
909
Valued Wealth Advisors
Utah
$421
SA
910
Seneschal Advisors
Washington
$421
NRG
911
Nemes Rush Group
Michigan
$421
ACA
912
Atlas Capital Advisors
Wyoming
$420
HWP
913
Highline Wealth Partners
California
$351
NL
914
NVWM LLC
Pennsylvania
$351
LIA
915
Luken Investment Analytics
Tennessee
$351
APW
916
Atlantic Private Wealth
North Carolina
$351
EWP
917
Elevation Wealth Partners
California
$281
AWM
918
Abound Wealth Management
Tennessee
$181
AIM
919
Arcadia Investment Management
Michigan
$141
SWA
920
SOA Wealth Advisors
New York
$72
TFM
921
TFC Financial Management
Massachusetts
$71
MMCM
922
Murphy & Mullick Capital Management
New York
$70
YDMI
923
Y.D. More Investments
Israel
$47
JFG
924
Jefferies Financial Group
New York
FGP
925
Freestone Grove Partners
California