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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
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$2.17M -$365K -5,451 -15%
Lido Advisors
302
Lido Advisors
California
$2.13M +$64.5K +963 +3%
JT
303
Jupiter Topco
New York
$2.11M +$2.01M +29,934 New
NAM
304
Nissay Asset Management
Japan
$2.1M -$186K -2,769 -9%
MOACM
305
Mutual of America Capital Management
New York
$2.09M -$137K -2,042 -6%
CIA
306
Citadel Investment Advisory
Ohio
$2.08M
SPIA
307
Steward Partners Investment Advisory
New York
$2.07M -$196K -2,930 -9%
ACL
308
Applied Capital LLC
Florida
$2.05M +$335 +5 +0%
MFS
309
Mirabella Financial Services
United Kingdom
$2.02M +$164K +2,441 +9%
Nordea Investment Management
310
Nordea Investment Management
Sweden
$2.02M -$76.2K -1,137 -4%
EI
311
Ethic Inc
New York
$1.97M -$410K -6,117 -18%
BAM
312
Belpointe Asset Management
Nevada
$1.95M +$22.4K +334 +1%
SC
313
Scotia Capital
Ontario, Canada
$1.93M +$14.7K +219 +0.8%
MFWP
314
Mosaic Family Wealth Partners
Missouri
$1.92M +$1.83M +27,279 New
BPA
315
Beacon Pointe Advisors
California
$1.9M +$8.44K +126 +0.5%
BFG
316
Bleakley Financial Group
New Jersey
$1.88M +$269K +4,019 +18%
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$1.86M -$117K -1,750 -6%
NWMG
318
Nicholson Wealth Management Group
South Carolina
$1.84M -$54.8K -818 -3%
ECSS
319
Eurizon Capital SGR SpA
$1.83M +$22.9K +341 +1%
SC
320
Stance Capital
Massachusetts
$1.83M -$1.56M -23,277 -47%
ETC
321
Exchange Traded Concepts
Oklahoma
$1.82M +$154K +2,291 +10%
AT
322
American Trust
Kentucky
$1.81M -$218K -3,257 -11%
CAG
323
Cypress Advisory Group
Arizona
$1.8M +$35.5K +530 +2%
UM
324
UniSuper Management
Australia
$1.79M -$727K -10,854 -30%
DF
325
Donoghue Forlines
Massachusetts
$1.79M +$56.8K +847 +3%

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.