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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
PFS
301
Prospera Financial Services
Texas
$2.01M
DFCM
302
Dark Forest Capital Management
Puerto Rico
$2M
AC
303
Allstate Corporation
Illinois
$1.99M
CIA
304
Citadel Investment Advisory
Ohio
$1.95M
Nordea Investment Management
305
Nordea Investment Management
Sweden
$1.95M
AC
306
AXQ Capital
New Jersey
$1.94M
ACL
307
Applied Capital LLC
Florida
$1.93M
Lido Advisors
308
Lido Advisors
California
$1.93M
AT
309
American Trust
Kentucky
$1.92M
CI Investments Inc
310
CI Investments Inc
Ontario, Canada
$1.9M
Neuberger Berman Group
311
Neuberger Berman Group
New York
$1.89M
National Pension Service
312
National Pension Service
South Korea
$1.88M
VIA
313
Virtus Investment Advisers
Connecticut
$1.87M
TPCW
314
TD Private Client Wealth
New York
$1.87M
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$1.86M
BAM
316
Belpointe Asset Management
Nevada
$1.81M
Macquarie Group
317
Macquarie Group
Australia
$1.8M
SC
318
Scotia Capital
Ontario, Canada
$1.8M
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$1.79M
BPA
320
Beacon Pointe Advisors
California
$1.78M
NWMG
321
Nicholson Wealth Management Group
South Carolina
$1.78M
Mariner
322
Mariner
Kansas
$1.76M
MFS
323
Mirabella Financial Services
United Kingdom
$1.74M
EF
324
Empowered Funds
Pennsylvania
$1.71M
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
$1.71M