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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
STA
326
Summit Trail Advisors
New York
$1.76M +$292K +4,354 +21%
GWI
327
Grace & White Inc
New York
$1.75M
TPCW
328
TD Private Client Wealth
New York
$1.75M -$220K -3,288 -12%
CGH
329
Crossmark Global Holdings
Texas
$1.74M +$14.8K +221 +0.9%
SCM
330
SKBA Capital Management
California
$1.73M +$75.7K +1,130 +5%
OPTFSNA
331
Old Point Trust & Financial Services N A
Virginia
$1.73M +$105K +1,572 +7%
CW
332
CreativeOne Wealth
Kansas
$1.72M +$989K +14,764 +155%
II
333
Inspire Investing
Idaho
$1.71M +$206K +3,075 +14%
ECM
334
Elgethun Capital Management
South Dakota
$1.7M
PCM
335
Parsons Capital Management
Rhode Island
$1.7M -$18.4K -275 -1%
PCS
336
Personal CFO Solutions
New Jersey
$1.7M +$3.62K +54 +0.2%
MOS
337
MGO One Seven
Ohio
$1.69M -$55.4K -827 -3%
EFMC
338
Empire Financial Management Company
New York
$1.69M +$24.4K +364 +2%
Man Group
339
Man Group
United Kingdom
$1.67M -$2.68M -39,997 -63%
TRSOTSOK
340
Teachers Retirement System of the State of Kentucky
Kentucky
$1.66M
DWM
341
Diversify Wealth Management
Utah
$1.66M -$28.5K -425 -2%
DAS
342
Diversify Advisory Services
Utah
$1.66M +$1.47M +21,969 New
HI
343
Horizon Investments
North Carolina
$1.64M +$176K +2,625 +13%
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M +$312K +4,660 +25%
MSU
345
Mizuho Securities USA
New York
$1.62M +$336K +5,012 +28%
BCM
346
Bannerstone Capital Management
Minnesota
$1.59M +$8.64K +129 +0.6%
OAM
347
Ostrum Asset Management
France
$1.58M
AAP
348
Arax Advisory Partners
Colorado
$1.58M +$1.08M +16,052 +254%
MPPW
349
Mitchell & Pahl Private Wealth
Oklahoma
$1.56M +$39.1K +584 +3%
Pacer Advisors
350
Pacer Advisors
Pennsylvania
$1.56M -$325K -4,856 -18%

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.