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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
CPIG
976
Chicago Partners Investment Group
Illinois
KFS
977
Kurt F. Somerville
GC
978
Gilbert & Cook
Iowa
AP
979
Advisors Preferred
Maryland
Simplex Trading
980
Simplex Trading
Illinois
ECM
981
Evergreen Capital Management
Washington
BRWA
982
B. Riley Wealth Advisors
Florida
JSW
983
Journey Strategic Wealth
New Jersey
AAM
984
Advisors Asset Management
Colorado
GAM
985
Groupama Asset Management
France
ESBC
986
E.S. Barr & Co
Kentucky
AIA
987
AIMZ Investment Advisors
California
IIM
988
Ipswich Investment Management
Massachusetts
CGL
989
Clarius Group LLC
Washington
MCM
990
Monument Capital Management
Virginia
TCM
991
Teza Capital Management
Illinois
IC
992
Inscription Capital
Texas
D.E. Shaw & Co
993
D.E. Shaw & Co
New York
RW
994
Rede Wealth
Virginia
LSPW
995
Lake Street Private Wealth
Illinois
RCAG
996
Rehmann Capital Advisory Group
Michigan
PWG
997
Portside Wealth Group
Utah
CSPIA
998
Cary Street Partners Investment Advisory
Virginia
AWM
999
Angeles Wealth Management
California
TIAA Trust, National Association
1000
TIAA Trust, National Association
North Carolina