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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
QCM
326
Qsemble Capital Management
New York
$1.7M
EWA
327
EP Wealth Advisors
California
$1.67M
CAG
328
Cypress Advisory Group
Arizona
$1.65M
GWI
329
Grace & White Inc
New York
$1.65M
MOS
330
MGO One Seven
Ohio
$1.65M
DF
331
Donoghue Forlines
Massachusetts
$1.63M
CGH
332
Crossmark Global Holdings
Texas
$1.62M
PCM
333
Parsons Capital Management
Rhode Island
$1.61M
ECM
334
Elgethun Capital Management
South Dakota
$1.6M
PCS
335
Personal CFO Solutions
New Jersey
$1.58M
EFMC
336
Empire Financial Management Company
New York
$1.56M
TRSOTSOK
337
Teachers Retirement System of the State of Kentucky
Kentucky
$1.56M
ETC
338
Exchange Traded Concepts
Oklahoma
$1.56M
SCM
339
SKBA Capital Management
California
$1.55M
EFG
340
Elm3 Financial Group
Georgia
$1.54M
OPTFSNA
341
Old Point Trust & Financial Services N A
Virginia
$1.52M
DWM
342
Diversify Wealth Management
Utah
$1.5M
BFG
343
Bleakley Financial Group
New Jersey
$1.5M
BCM
344
Bannerstone Capital Management
Minnesota
$1.49M
OAM
345
Ostrum Asset Management
France
$1.49M
MPPW
346
Mitchell & Pahl Private Wealth
Oklahoma
$1.43M
PIM
347
Pullen Investment Management
Florida
$1.42M
Public Employees Retirement Association of Colorado
348
Public Employees Retirement Association of Colorado
Colorado
$1.41M
II
349
Inspire Investing
Idaho
$1.41M
CNBTD
350
Citizens National Bank Trust Department
Mississippi
$1.4M