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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
CAM
351
Cresset Asset Management
Illinois
$1.54M +$1.45M +21,583 New
PIM
352
Pullen Investment Management
Florida
$1.53M +$22.6K +338 +2%
EFG
353
Elm3 Financial Group
Georgia
$1.53M -$107K -1,601 -7%
IPW
354
Impact Partnership Wealth
Georgia
$1.51M +$1.12M +16,681 +354%
Public Employees Retirement Association of Colorado
355
Public Employees Retirement Association of Colorado
Colorado
$1.5M
DADC
356
D.A. Davidson & Co
Montana
$1.48M -$8.24K -123 -0.6%
SCA
357
Sage Capital Advisors
South Dakota
$1.46M +$16.8K +250 +1%
FRM
358
Fox Run Management
Connecticut
$1.44M +$1.05M +15,721 +333%
Nomura Holdings
359
Nomura Holdings
Japan
$1.44M +$516K +7,700 +61%
GC
360
Guggenheim Capital
Illinois
$1.44M +$1.09M +16,279 +397%
AWM
361
AE Wealth Management
Kansas
$1.44M +$906K +13,528 +198%
BCI
362
Brinker Capital Investments
Pennsylvania
$1.43M +$146K +2,177 +12%
DIM
363
DC Investments Management
Virginia
$1.41M
CNBTD
364
Citizens National Bank Trust Department
Mississippi
$1.41M -$80.4K -1,200 -6%
TE
365
Tema ETFs
New York
$1.4M +$126K +1,885 +10%
ALMGDA
366
AG2R La Mondiale Gestion d'Actifs
France
$1.4M +$480K +7,157 +56%
CIA
367
Concurrent Investment Advisors
Florida
$1.39M +$432K +6,448 +49%
GCP
368
GSA Capital Partners
United Kingdom
$1.38M +$1.32M +19,628 New
Wellington Management Group
369
Wellington Management Group
Massachusetts
$1.36M -$123K -1,837 -9%
AA
370
Advisory Alpha
Michigan
$1.33M +$191K +2,847 +18%
GIBU
371
Gulf International Bank (UK)
United Kingdom
$1.32M -$20.4K -305 -2%
IAA
372
Independent Advisor Alliance
North Carolina
$1.31M +$1.94K +29 +0.2%
HWM
373
HB Wealth Management
Georgia
$1.3M +$390K +5,824 +46%
IPA
374
Investment Planning Advisors
Georgia
$1.3M +$67 +1 +0%
AIP
375
Almanack Investment Partners
Pennsylvania
$1.28M

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.