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W.R. Berkley

932 hedge funds and large institutions have $19.9B invested in W.R. Berkley in 2025 Q4 according to their latest regulatory filings, with 125 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: 925932 (+7)

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
932
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
RWM
901
Rialto Wealth Management
New York
$1.05K
RBC
902
Roble Belko & Company
Pennsylvania
$1K
VNA
903
Valley National Advisers
Pennsylvania
$1K
APW
904
Aventura Private Wealth
Florida
$982
PWA
905
Principia Wealth Advisory
Texas
$982
HIA
906
HFM Investment Advisors
New Jersey
$912
RIAS
907
Rachor Investment Advisory Services
Michigan
$912
WPA
908
Wealth Preservation Advisors
Tennessee
$841
ACA
909
American Capital Advisory
Idaho
$772
QWM
910
Quaker Wealth Management
New Jersey
$772
RS
911
Rakuten Securities
Japan
$771
UFF
912
USA Financial Formulas
Michigan
$771
WW
913
Winnow Wealth
Texas
$710
ACM
914
Anfield Capital Management
California
$701
WA
915
WestEnd Advisors
North Carolina
$701
UCB
916
United Community Bank
South Carolina
$631
SA
917
Seneschal Advisors
Washington
$421
VWA
918
Valued Wealth Advisors
Utah
$421
NRG
919
Nemes Rush Group
Michigan
$421
ACA
920
Atlas Capital Advisors
Wyoming
$420
HWP
921
Highline Wealth Partners
California
$351
LIA
922
Luken Investment Analytics
Tennessee
$351
NL
923
NVWM LLC
Pennsylvania
$351
APW
924
Atlantic Private Wealth
North Carolina
$351
EWP
925
Elevation Wealth Partners
California
$281