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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
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$23.9M
ZIM
77
Zacks Investment Management
Illinois
$23.6M
AF
78
Align Financial
Minnesota
$23.4M
AllianceBernstein
79
AllianceBernstein
Tennessee
$23M
WAM
80
Wallington Asset Management
Indiana
$22.3M
SAM
81
Stansberry Asset Management
Texas
$21.1M
LPL Financial
82
LPL Financial
California
$20.9M
ECM
83
ExodusPoint Capital Management
New York
$20.9M
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$20.6M
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$19.8M
GAM
86
Gotham Asset Management
New York
$19.7M
SAM
87
Silvercrest Asset Management
New York
$19.6M
SI
88
Stephens Inc
Arkansas
$19.2M
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$18.8M
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$18.7M
Franklin Resources
91
Franklin Resources
California
$18.7M
BWP
92
Barlow Wealth Partners
Kentucky
$18.5M
Universal-Beteiligungs- und Servicegesellschaft
93
Universal-Beteiligungs- und Servicegesellschaft
Germany
$18.3M
PC
94
PhiloSmith Capital
Connecticut
$18.3M
FCM
95
Fairholme Capital Management
Florida
$18.2M
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$18.2M
Aviva
97
Aviva
United Kingdom
$17.6M
IMRF
98
Illinois Municipal Retirement Fund
Illinois
$17.6M
Canada Life
99
Canada Life
Manitoba, Canada
$17.3M
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$17.3M