We are live on ! Find out more
WRB icon

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
CNBTD
351
Citizens National Bank Trust Department
Mississippi
$1.4M
Wellington Management Group
352
Wellington Management Group
Massachusetts
$1.4M
DADC
353
D.A. Davidson & Co
Montana
$1.4M
HI
354
Horizon Investments
North Carolina
$1.37M
STA
355
Summit Trail Advisors
New York
$1.37M
SCA
356
Sage Capital Advisors
South Dakota
$1.36M
SEA
357
Stegent Equity Advisors
Texas
$1.35M
DIM
358
DC Investments Management
Virginia
$1.32M
DC
359
Davenport & Co
Virginia
$1.32M
Thrivent Financial for Lutherans
360
Thrivent Financial for Lutherans
Minnesota
$1.31M
PAG
361
Private Advisor Group
New Jersey
$1.27M
GIBU
362
Gulf International Bank (UK)
United Kingdom
$1.27M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
363
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.24M
RIL
364
Rothschild Investment LLC
Illinois
$1.24M
JF
365
JSF Financial
California
$1.23M
IAA
366
Independent Advisor Alliance
North Carolina
$1.23M
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23M
Wealthfront Advisers
368
Wealthfront Advisers
California
$1.22M
IPA
369
Investment Planning Advisors
Georgia
$1.22M
NB
370
Norinchukin Bank
Japan
$1.21M
AIP
371
Almanack Investment Partners
Pennsylvania
$1.2M
HPC
372
HM Payson & Co
Maine
$1.2M
BCI
373
Brinker Capital Investments
Pennsylvania
$1.2M
TE
374
Tema ETFs
New York
$1.19M
MSU
375
Mizuho Securities USA
New York
$1.19M