W.R. Berkley
950 hedge funds and large institutions have $19.9B invested in W.R. Berkley in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 311 increasing their positions, 353 reducing their positions, and 101 closing their positions.
32% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 101
16% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $14.5M
10.07% more ownership
Funds ownership: 64.74% → 74.81% (+10%)
5% more capital invested
Capital invested by funds: $18.9B → $19.9B (+$995M)
2% more funds holding
Funds holding: 933 → 950 (+17)
12% less repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 353
37% less funds holding in top 10
Funds holding in top 10: 19 → 12 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$163M |
| 2 |
Goldman Sachs
New York
|
+$84.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$66.8M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$65.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
-$683M |
| 2 |
Janus Henderson Group
London,
|
-$249M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$187M |
| 4 |
Morgan Stanley
New York
|
-$148M |
| 5 |
JP Morgan Chase
New York
|
-$144M |
WRB Hedge Fund Activity: Q4 2025 in Review
950 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2025, worth a combined $19.9B — up 5.3% from $18.9B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new WRB positions and 101 closed out — a net gain of 32 holders — while 311 added to existing stakes and 353 trimmed.
The largest buyer was UBS AM, adding an estimated $163M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $683M sold.
- 950 institutional investors held W.R. Berkley (WRB) as of Q4 2025, up from 933 in Q3 2025.
- Funds reported $19.9B of W.R. Berkley stock for Q4 2025, up 5.3% quarter-over-quarter.
- 133 funds opened new W.R. Berkley positions in Q4 2025 and 101 closed out, a net change of +32 holders.
- The largest W.R. Berkley buyer in Q4 2025 was UBS AM, an estimated $163M added.
- The largest W.R. Berkley seller in Q4 2025 was Jefferies Financial Group, an estimated $683M sold.
Based on aggregated 13F filings for Q4 2025.