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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
Canada Life
101
Canada Life
Manitoba, Canada
$17.3M
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$17.3M
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$17.2M
QCM
104
Quantinno Capital Management
New York
$17M
GGHC
105
Gilder Gagnon Howe & Co
New York
$17M
HCM
106
Hutchinson Capital Management
California
$16.5M
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$15.5M
SEI Investments
108
SEI Investments
Pennsylvania
$14.9M
CRC
109
Curi RMB Capital
Illinois
$14.9M
IP
110
Isthmus Partners
Wisconsin
$14.6M
Pictet Asset Management
111
Pictet Asset Management
Switzerland
$14.5M
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$14.3M
TA
113
Townsend & Associates
Colorado
$14.2M
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$14.2M
FAF
115
Fjarde Ap-fonden
Sweden
$13.7M
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$13.5M
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$13.4M
TD Asset Management
118
TD Asset Management
Ontario, Canada
$13.2M
Aberdeen Group
119
Aberdeen Group
United Kingdom
$12.8M
RA
120
Royce & Associates
New York
$12.8M
GIA
121
GHP Investment Advisors
Colorado
$12.6M
CLGM
122
Capitolis Liquid Global Markets
New York
$12.5M
AAF
123
Andra AP-fonden
Sweden
$12.4M
MWM
124
Moran Wealth Management
Florida
$12.1M
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$11.8M