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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
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$17.2M
QCM
102
Quantinno Capital Management
New York
$17M
GGHC
103
Gilder Gagnon Howe & Co
New York
$17M
HCM
104
Hutchinson Capital Management
California
$16.5M
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$15.5M
SEI Investments
106
SEI Investments
Pennsylvania
$14.9M
CRC
107
Curi RMB Capital
Illinois
$14.9M
IP
108
Isthmus Partners
Wisconsin
$14.6M
Pictet Asset Management
109
Pictet Asset Management
Switzerland
$14.5M
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$14.3M
TA
111
Townsend & Associates
Colorado
$14.2M
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$14.2M
FAF
113
Fjarde Ap-fonden
Sweden
$13.7M
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$13.5M
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$13.4M
TD Asset Management
116
TD Asset Management
Ontario, Canada
$13.2M
Aberdeen Group
117
Aberdeen Group
United Kingdom
$12.8M
RA
118
Royce & Associates
New York
$12.8M
GIA
119
GHP Investment Advisors
Colorado
$12.6M
CLGM
120
Capitolis Liquid Global Markets
New York
$12.5M
CLGML
121
CAPITOLIS LIQUID GLOBAL MARKETS LLC
New York
$12.5M
AAF
122
Andra AP-fonden
Sweden
$12.4M
MWM
123
Moran Wealth Management
Florida
$12.1M
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$11.8M
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$11.2M