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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
IMCOOI
376
Investment Management Corp of Ontario (IMCO)
Canada
$1.17M
NPT
377
National Philanthropic Trust
Pennsylvania
$1.16M
HIMCH
378
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M
Allianz Asset Management
379
Allianz Asset Management
Germany
$1.14M
CFM
380
Catalyst Funds Management
Australia
$1.14M
IA
381
Inspire Advisors
Idaho
$1.12M
WS
382
Wedbush Securities
California
$1.12M
CS
383
Candriam SCA
Luxembourg
$1.11M
BLC
384
Brown, Lisle/Cummings
Rhode Island
$1.11M
Kovitz Investment Group Partners
385
Kovitz Investment Group Partners
Illinois
$1.11M
TG
386
TCW Group
California
$1.1M
SC
387
Sepio Capital
Utah
$1.1M
GIA
388
Gateway Investment Advisers
Ohio
$1.1M
GBWM
389
Granite Bay Wealth Management
New Hampshire
$1.07M
FBC
390
Fairfield, Bush & Co
Connecticut
$1.06M
AA
391
Advisory Alpha
Michigan
$1.06M
M&T Bank
392
M&T Bank
New York
$1.04M
ACM
393
Aurdan Capital Management
Pennsylvania
$1.04M
DM
394
Delphi Management
Massachusetts
$1.03M
SC
395
Savant Capital
Illinois
$1.02M
AA
396
Ancora Advisors
Ohio
$1.01M
LSERS
397
Louisiana State Employees Retirement System
Louisiana
$1.01M
US Bancorp
398
US Bancorp
Minnesota
$1.01M
BP
399
Ballentine Partners
Massachusetts
$1M
GLA
400
Great Lakes Advisors
Illinois
$1M