WRB icon

W.R. Berkley

914 hedge funds and large institutions have $18.5B invested in W.R. Berkley in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 241 increasing their positions, 419 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 942914 (-28)

7% less capital invested

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

42% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 419

Holders
914
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.3M
Puts
$5.38M
Net Calls
Net Calls Change

Top Buyers

1 +$568M
2 +$88.3M
3 +$78.5M
4
Jane Street
Jane Street
New York
+$68.7M
5
Morgan Stanley
Morgan Stanley
New York
+$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
X
251
Xponance
Pennsylvania
$3.24M
TCMP
252
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.22M
CT
253
Caldwell Trust
Florida
$3.13M
SVWAG
254
Sound View Wealth Advisors Group
Georgia
$3.1M
NIM
255
NEOS Investment Management
Connecticut
$3.08M
MML Investors Services
256
MML Investors Services
Massachusetts
$3.06M
GWCM
257
Godshalk Welsh Capital Management
Pennsylvania
$2.99M
CIBC World Market
258
CIBC World Market
Ontario, Canada
$2.95M
AIP
259
Ameritas Investment Partners
Nebraska
$2.94M
NYLIM
260
New York Life Investment Management
New York
$2.93M
VPIM
261
Vanguard Personalized Indexing Management
California
$2.71M
YCM
262
Yousif Capital Management
Michigan
$2.71M
Focus Partners Wealth
263
Focus Partners Wealth
Massachusetts
$2.71M
CFO
264
Callan Family Office
Pennsylvania
$2.7M
EWM
265
Empirical Wealth Management
Washington
$2.64M
HAI
266
Hennessy Advisors Inc
California
$2.62M
RMC
267
Resources Management Corp
Connecticut
$2.6M
Mirae Asset Global ETFs Holdings
268
Mirae Asset Global ETFs Holdings
Hong Kong
$2.55M
TAM
269
Tealwood Asset Management
Minnesota
$2.54M
QCM
270
QRG Capital Management
Illinois
$2.54M
Los Angeles Capital Management
271
Los Angeles Capital Management
California
$2.52M
IIL
272
Insight Inv LLC
California
$2.46M
URS
273
Utah Retirement Systems
Utah
$2.42M
UM
274
UniSuper Management
Australia
$2.4M
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$2.4M