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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
X
251
Xponance
Pennsylvania
$3.38M -$59.8K -892 -2%
Vanguard Personalized Indexing Management
252
Vanguard Personalized Indexing Management
California
$3.35M +$438K +6,538 +16%
SVWAG
253
Sound View Wealth Advisors Group
Georgia
$3.3M -$737 -11 -0%
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$3.22M -$751K -11,202 -20%
EF
255
Empowered Funds
Pennsylvania
$3.21M +$1.31M +19,620 +76%
CT
256
Caldwell Trust
Florida
$3.19M -$138K -2,057 -4%
AIP
257
Ameritas Investment Partners
Nebraska
$3.19M +$53.7K +801 +2%
GWCM
258
Godshalk Welsh Capital Management
Pennsylvania
$3.18M
Robeco Institutional Asset Management
259
Robeco Institutional Asset Management
Netherlands
$3.15M -$396K -5,908 -12%
AM
260
AGF Management
Ontario, Canada
$3.14M -$486K -7,257 -14%
VA
261
Vident Advisory
Georgia
$3.13M -$3M -44,710 -50%
QT
262
Quantbot Technologies
New York
$3.11M -$8.6M -128,330 -74%
RIM
263
Rakuten Investment Management
Japan
$3.09M +$2.92M +43,571 New
NYLIM
264
New York Life Investment Management
New York
$3.09M -$30.5K -455 -1%
QCM
265
QRG Capital Management
Illinois
$3.07M +$356K +5,316 +14%
IIM
266
INTECH Investment Management
Florida
$3.07M -$1.26M -18,825 -30%
ATC
267
Argent Trust Co
Tennessee
$3.05M +$539K +8,049 +23%
VPI
268
Value Partners Investments
Manitoba, Canada
$3.02M +$2.87M +42,878 New
UIM
269
USS Investment Management
United Kingdom
$2.94M -$758K -11,305 -21%
YCM
270
Yousif Capital Management
Michigan
$2.88M -$9.58K -143 -0.3%
IIL
271
Insight Inv LLC
California
$2.87M +$240K +3,587 +10%
RMC
272
Resources Management Corp
Connecticut
$2.86M +$92.7K +1,383 +4%
CIBC World Market
273
CIBC World Market
Ontario, Canada
$2.85M -$274K -4,092 -9%
N
274
Numerai
California
$2.82M +$2.68M +39,960 New
TAM
275
Tealwood Asset Management
Minnesota
$2.76M +$45.8K +683 +2%

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.