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