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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
WWM
1001
Western Wealth Management
Colorado
TPI
1002
Trust Point Inc
Wisconsin
FCG
1003
Fielder Capital Group
Tennessee
AIM
1004
AMI Investment Management
Indiana
PAW
1005
Plan A Wealth
Nebraska
Walleye Trading
1006
Walleye Trading
New York
AT
1007
Avalon Trust
New Mexico
BC
1008
Bayforest Capital
United Kingdom
DZ Bank
1009
DZ Bank
Germany
AAS
1010
Ameritas Advisory Services
Nebraska
CIAM
1011
Caitong International Asset Management
Hong Kong
CWM
1012
Crowley Wealth Management
Delaware
CCA
1013
Catalyst Capital Advisors
New York
SCA
1014
Stuart Chaussee & Associates
California
PAM
1015
Palisade Asset Management
Minnesota
GFWA
1016
Grey Fox Wealth Advisors
Delaware
BDPWM
1017
Barnes Dennig Private Wealth Management
Ohio
SC
1018
Solstein Capital
California
CCM
1019
Cloud Capital Management
Washington
TIM
1020
Tortoise Investment Management
New York
FDCP
1021
Foster Dykema Cabot & Partners
Massachusetts
FGAM
1022
Financial Gravity Asset Management
Texas
CSP
1023
Cary Street Partners
Virginia
HWA
1024
Heartwood Wealth Advisors
Virginia
MAM
1025
Marquette Asset Management
Minnesota