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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
AIA
951
Arbor Investment Advisors
North Carolina
P
952
Pitcairn
Pennsylvania
Lazard Asset Management
953
Lazard Asset Management
New York
MWM
954
Maridea Wealth Management
New York
Capstone Investment Advisors
955
Capstone Investment Advisors
New York
FDP
956
Financiere des Professionnels
Quebec, Canada
HAS
957
Horizon Advisory Services
New York
OC
958
Oppenheimer & Co
New York
VCM
959
Voleon Capital Management
California
SWP
960
Significant Wealth Partners
Illinois
PGFC
961
Peapack-Gladstone Financial Corp
New Jersey
JWCA
962
J.W. Cole Advisors
Florida
RCM
963
Requisite Capital Management
Texas
HTC
964
Haverford Trust Company
Pennsylvania
NP
965
NorthRock Partners
Minnesota
FIA
966
Foundations Investment Advisors
Arizona
CPIG
967
Chicago Partners Investment Group
Illinois
KFS
968
Kurt F. Somerville
GC
969
Gilbert & Cook
Iowa
AP
970
Advisors Preferred
Maryland
Simplex Trading
971
Simplex Trading
Illinois
ECM
972
Evergreen Capital Management
Washington
BRWA
973
B. Riley Wealth Advisors
Florida
JSW
974
Journey Strategic Wealth
New Jersey
AAM
975
Advisors Asset Management
Colorado