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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
ATPW
426
Ashton Thomas Private Wealth
Arizona
$868K
Bessemer Group
427
Bessemer Group
New Jersey
$865K
DDC
428
DF Dent & Co
Maryland
$864K
TMAM
429
Tokio Marine Asset Management
Japan
$860K
MLM
430
Mount Lucas Management
Pennsylvania
$855K
Nomura Holdings
431
Nomura Holdings
Japan
$843K
ALMGDA
432
AG2R La Mondiale Gestion d'Actifs
France
$841K
HWM
433
HB Wealth Management
Georgia
$836K
MYIA
434
Mount Yale Investment Advisors
Colorado
$821K
Swedbank
435
Swedbank
Sweden
$820K
SIP
436
Stoneridge Investment Partners
Pennsylvania
$817K
William Blair & Company
437
William Blair & Company
Illinois
$798K
OQS
438
Occudo Quantitative Strategies
Florida
$793K
TSW
439
Thompson Siegel & Walmsley
Virginia
$791K
AAIS
440
ABN AMRO Investment Solutions
$778K
Baird Financial Group
441
Baird Financial Group
Wisconsin
$774K
MSRPS
442
Maryland State Retirement & Pension System
Maryland
$774K
ICP
443
Impact Capital Partners
Colorado
$773K
JMA
444
J.M. Arbour
Maine
$761K
NWAG
445
Net Worth Advisory Group
Utah
$758K
NCM
446
NCM Capital Management
New Jersey
$746K
EH
447
Equitable Holdings
New York
$746K
TWM
448
Trueblood Wealth Management
Ohio
$726K
GI
449
GAMMA Investing
California
$723K
OIMU
450
Osmosis Investment Management UK
United Kingdom
$722K