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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
Bank of Nova Scotia
76
Bank of Nova Scotia
Ontario, Canada
$24.1M
Public Employees Retirement Association of Colorado
77
Public Employees Retirement Association of Colorado
Colorado
$23.9M
ZIM
78
Zacks Investment Management
Illinois
$23.6M
AF
79
Align Financial
Minnesota
$23.4M
AllianceBernstein
80
AllianceBernstein
Tennessee
$23M
WAM
81
Wallington Asset Management
Indiana
$22.3M
SAM
82
Stansberry Asset Management
Texas
$21.1M
LPL Financial
83
LPL Financial
California
$20.9M
ECM
84
ExodusPoint Capital Management
New York
$20.9M
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$20.6M
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$19.8M
GAM
87
Gotham Asset Management
New York
$19.7M
SAM
88
Silvercrest Asset Management
New York
$19.6M
SI
89
Stephens Inc
Arkansas
$19.2M
Corient Private Wealth
90
Corient Private Wealth
Florida
$19.1M
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$18.8M
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$18.7M
Franklin Resources
93
Franklin Resources
California
$18.7M
BWP
94
Barlow Wealth Partners
Kentucky
$18.5M
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$18.3M
PC
96
PhiloSmith Capital
Connecticut
$18.3M
FCM
97
Fairholme Capital Management
Florida
$18.2M
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$18.2M
Aviva
99
Aviva
United Kingdom
$17.6M
IMRF
100
Illinois Municipal Retirement Fund
Illinois
$17.6M