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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
AIM
926
Arcadia Investment Management
Michigan
$141
NL
927
NorthAvenue LLC
Ohio
$141
SWA
928
SOA Wealth Advisors
New York
$72
TFM
929
TFC Financial Management
Massachusetts
$71
MMCM
930
Murphy & Mullick Capital Management
New York
$70
YDMI
931
Y.D. More Investments
Israel
$47
JFG
932
Jefferies Financial Group
New York
FGP
933
Freestone Grove Partners
California
Zurich Cantonal Bank
934
Zurich Cantonal Bank
Switzerland
Hudson Bay Capital Management
935
Hudson Bay Capital Management
Connecticut
NVIM
936
New Vernon Investment Management
Illinois
Point72 Asset Management
937
Point72 Asset Management
Connecticut
Jacobs Levy Equity Management
938
Jacobs Levy Equity Management
New Jersey
Canada Pension Plan Investment Board
939
Canada Pension Plan Investment Board
Ontario, Canada
GC
940
Gillson Capital
Illinois
Wellington Management Group
941
Wellington Management Group
Massachusetts
LOAMS
942
Lombard Odier Asset Management (Switzerland)
Switzerland
HH
943
Hilltop Holdings
Texas
BJL
944
Brighton Jones LLC
Washington
AIM
945
Achmea Investment Management
Netherlands
WI
946
WBI Investments
New Jersey
SM
947
Stonegate Management
Illinois
SSA
948
Schonfeld Strategic Advisors
New York
WIM
949
Waverton Investment Management
United Kingdom
EP
950
Edgestream Partners
New Jersey