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W.R. Berkley

946 hedge funds and large institutions have $19.7B invested in W.R. Berkley in 2026 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 334 increasing their positions, 326 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $3.44M

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $18.5B → $19.7B (+$1.17B)

2% more funds holding

Funds holding: 925946 (+21)

2% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 326

0.34% more ownership

Funds ownership: 74.49%74.82% (+0.34%)

Holders
946
Holders Change
+21
Holders Change %
+2.27%
% of All Funds
11.43%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
120
Increased
334
Reduced
326
Closed
85
Calls
$16.3M
Puts
$3.44M
Net Calls
+$12.8M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
226
VOYA Investment Management
Georgia
$3.94M -$288K -4,298 -7%
YIH
227
Y-Intercept (HK)
Hong Kong
$3.93M +$1.52M +22,736 +69%
ICM
228
Intrepid Capital Management
Florida
$3.91M
FAMI
229
Fideuram Asset Management (Ireland)
$3.9M +$3.87M +57,766 New
ERSOT
230
Employees Retirement System of Texas
Texas
$3.9M +$3.54M +52,885 +2,204%
MNA
231
Manning & Napier Advisors
New York
$3.9M +$44K +657 +1%
II
232
IFM Investors
Australia
$3.86M +$167K +2,497 +5%
AMG
233
Asset Management Group
Connecticut
$3.85M -$30.4K -454 -0.8%
KA
234
KLCM Advisors
Wisconsin
$3.85M
EAM
235
Erste Asset Management
Austria
$3.82M -$1.23M -18,384 -25%
CFO
236
Callan Family Office
Pennsylvania
$3.78M +$861K +12,847 +31%
SOADOR
237
State of Alaska Department of Revenue
Alaska
$3.64M -$246K -3,671 -7%
National Pension Service
238
National Pension Service
South Korea
$3.63M +$1.55M +23,122 +81%
Connor, Clark & Lunn Investment Management (CC&L)
239
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.62M -$4.98M -74,354 -59%
ASN
240
Advisory Services Network
Georgia
$3.59M -$132K -1,969 -4%
GAM
241
Griffin Asset Management
New York
$3.58M -$67K -1,000 -2%
Focus Partners Wealth
242
Focus Partners Wealth
Massachusetts
$3.52M +$611K +9,120 +22%
NIM
243
NEOS Investment Management
Connecticut
$3.51M +$225K +3,360 +7%
HC
244
Henshaw Capital
Massachusetts
$3.5M -$172K -2,561 -5%
IIM
245
Illumine Investment Management
Washington
$3.5M -$3.37M -50,254 Closed
BHCM
246
Brevan Howard Capital Management
Jersey
$3.45M +$2.58M +38,489 +368%
TCMP
247
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.43M
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$3.42M -$492K -7,341 -13%
MML Investors Services
249
MML Investors Services
Massachusetts
$3.39M +$124K +1,844 +4%
AB
250
Amalgamated Bank
New York
$3.38M -$692K -10,334 -18%

WRB Hedge Fund Activity: Q2 2026 in Review

946 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2026, worth a combined $19.7B — up 6.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new WRB positions and 85 closed out — a net gain of 35 holders — while 334 added to existing stakes and 326 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $123M. The largest seller was Morgan Stanley, cutting an estimated $145M.

  • 946 institutional investors held W.R. Berkley (WRB) as of Q2 2026, up from 925 in Q1 2026.
  • Funds reported $19.7B of W.R. Berkley stock for Q2 2026, up 6.3% quarter-over-quarter.
  • 120 funds opened new W.R. Berkley positions in Q2 2026 and 85 closed out, a net change of +35 holders.
  • The largest W.R. Berkley buyer in Q2 2026 was AQR Capital Management, an estimated $123M added.
  • The largest W.R. Berkley seller in Q2 2026 was Morgan Stanley, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2026.