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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
Empower Advisory Group
451
Empower Advisory Group
Colorado
$716K
UB
452
UMB Bank
Missouri
$697K
BHCM
453
Brevan Howard Capital Management
Jersey
$694K
MPAM
454
Murphy Pohlad Asset Management
Minnesota
$693K
AWM
455
Aprio Wealth Management
Georgia
$692K
LA
456
LVW Advisors
New York
$690K
EAM
457
Empirical Asset Management
Massachusetts
$688K
O
458
Ossiam
France
$686K
CBA
459
Coastal Bridge Advisors
Connecticut
$681K
EF
460
Empirical Finance
Pennsylvania
$668K
VF
461
Virtu Financial
New York
$666K
SIA
462
SeaBridge Investment Advisors
New Jersey
$666K
MFG
463
Merit Financial Group
Georgia
$665K
KAM
464
KEB Asset Management
Illinois
$661K
RE
465
Rydar Equities
Texas
$661K
WJWM
466
Williams Jones Wealth Management
New York
$658K
BIG
467
Brooklyn Investment Group
New York
$658K
BBHC
468
Brown Brothers Harriman & Co
New York
$644K
SFA
469
Sequoia Financial Advisors
Ohio
$639K
WP
470
Woodline Partners
California
$638K
AWM
471
Apollon Wealth Management
South Carolina
$636K
TA
472
Tectonic Advisors
Texas
$635K
CW
473
CreativeOne Wealth
Kansas
$633K
NMIMC
474
Northwestern Mutual Investment Management Company
Wisconsin
$632K
VCM
475
Voleon Capital Management
California
$627K