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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

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: 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
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
SC
251
Stance Capital
Massachusetts
$3.26M
X
252
Xponance
Pennsylvania
$3.24M
TCMP
253
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.22M
CT
254
Caldwell Trust
Florida
$3.13M
SVWAG
255
Sound View Wealth Advisors Group
Georgia
$3.1M
NIM
256
NEOS Investment Management
Connecticut
$3.08M
MML Investors Services
257
MML Investors Services
Massachusetts
$3.06M
GWCM
258
Godshalk Welsh Capital Management
Pennsylvania
$2.99M
CIBC World Market
259
CIBC World Market
Ontario, Canada
$2.95M
AIP
260
Ameritas Investment Partners
Nebraska
$2.94M
NYLIM
261
New York Life Investment Management
New York
$2.93M
VPIM
262
Vanguard Personalized Indexing Management
California
$2.71M
YCM
263
Yousif Capital Management
Michigan
$2.71M
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$2.71M
CFO
265
Callan Family Office
Pennsylvania
$2.7M
EWM
266
Empirical Wealth Management
Washington
$2.64M
HAI
267
Hennessy Advisors Inc
California
$2.62M
RMC
268
Resources Management Corp
Connecticut
$2.6M
Mirae Asset Global ETFs Holdings
269
Mirae Asset Global ETFs Holdings
Hong Kong
$2.55M
TAM
270
Tealwood Asset Management
Minnesota
$2.54M
QCM
271
QRG Capital Management
Illinois
$2.54M
Los Angeles Capital Management
272
Los Angeles Capital Management
California
$2.52M
IIL
273
Insight Inv LLC
California
$2.46M
URS
274
Utah Retirement Systems
Utah
$2.42M
UM
275
UniSuper Management
Australia
$2.4M