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W.R. Berkley

920 hedge funds and large institutions have $18.5B invested in W.R. Berkley in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 243 increasing their positions, 421 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $5.38M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.36% less ownership

Funds ownership: 74.84%74.48% (-0.36%)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

3% less funds holding

Funds holding: 947920 (-27)

7% less capital invested

Capital invested by funds: $20B → $18.5B (-$1.48B)

42% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 421

Holders
920
Holders Change
-27
Holders Change %
-2.85%
% of All Funds
11.33%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
97
Increased
243
Reduced
421
Closed
106
Calls
$14.3M
Puts
$5.38M
Net Calls
+$8.91M
Net Calls Change
+$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
MSI
1
Mitsui Sumitomo Insurance
Japan
$3.9B +$568M +8,253,939 +16%
BlackRock
2
BlackRock
New York
$1.54B -$123M -1,779,881 -7%
VCM
3
Vanguard Capital Management
Pennsylvania
$1.25B +$1.3B +18,925,841 New
VPM
4
Vanguard Portfolio Management
Pennsylvania
$978M +$1.02B +14,750,233 New
State Street
5
State Street
Massachusetts
$955M -$35.2M -511,023 -3%
Morgan Stanley
6
Morgan Stanley
New York
$690M +$42.3M +614,107 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$549M -$8.21M -119,137 -1%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$515M -$64.5M -936,968 -11%
Invesco
9
Invesco
Georgia
$335M +$9.53M +138,428 +3%
First Trust Advisors
10
First Trust Advisors
Illinois
$263M +$26M +377,742 +11%
Wells Fargo
11
Wells Fargo
California
$251M -$13.8M -200,643 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$250M +$8.94M +129,801 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$217M +$21.6M +314,076 +11%
UBS Group
14
UBS Group
Switzerland
$217M -$16.4M -238,091 -7%
Bank of America
15
Bank of America
North Carolina
$193M +$37.9M +550,560 +23%
Goldman Sachs
16
Goldman Sachs
New York
$189M +$6.55M +95,130 +3%
Northern Trust
17
Northern Trust
Illinois
$179M -$12.6M -182,875 -6%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$163M -$75.8M -1,099,917 -31%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$152M -$2.05M -29,736 -1%
Royal London Asset Management
20
Royal London Asset Management
United Kingdom
$151M -$34.8M -505,791 -18%
PCH
21
Polar Capital Holdings
United Kingdom
$151M -$11.7M -170,000 -7%
UBS AM
22
UBS AM
Illinois
$144M -$3.06M -44,410 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$135M -$11.6M -167,916 -8%
Principal Financial Group
24
Principal Financial Group
Iowa
$127M -$54.4M -789,472 -29%
Charles Schwab
25
Charles Schwab
California
$126M +$1.68M +24,342 +1%