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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
Hudson Bay Capital Management
926
Hudson Bay Capital Management
Connecticut
NVIM
927
New Vernon Investment Management
Illinois
Point72 Asset Management
928
Point72 Asset Management
Connecticut
Jacobs Levy Equity Management
929
Jacobs Levy Equity Management
New Jersey
Canada Pension Plan Investment Board
930
Canada Pension Plan Investment Board
Ontario, Canada
GC
931
Gillson Capital
Illinois
Wellington Management Group
932
Wellington Management Group
Massachusetts
LOAMS
933
Lombard Odier Asset Management (Switzerland)
Switzerland
HH
934
Hilltop Holdings
Texas
BJL
935
Brighton Jones LLC
Washington
AIM
936
Achmea Investment Management
Netherlands
WI
937
WBI Investments
New Jersey
SM
938
Stonegate Management
Illinois
SSA
939
Schonfeld Strategic Advisors
New York
WIM
940
Waverton Investment Management
United Kingdom
EP
941
Edgestream Partners
New Jersey
AC
942
AXQ Capital
New Jersey
IG
943
ING Group
Netherlands
CIP
944
Convergence Investment Partners
Florida
KC
945
Kepler Cheuvreux
IWC
946
Integrated Wealth Concepts
Massachusetts
EF
947
Empowered Funds
Pennsylvania
FA
948
Fountainhead AM
New Jersey
IGAM
949
iA Global Asset Management
Quebec, Canada
CG
950
Caprock Group
Idaho