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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

166% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $5.38M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.36% less ownership

Funds ownership: 74.84%74.48% (-0.36%)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

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
-27
Holders Change %
-2.85%
% of All Funds
11.33%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
97
Increased
243
Reduced
421
Closed
106
Calls
$14.3M
Puts
$5.38M
Net Calls
+$8.91M
Net Calls Change
+$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$124M -$13.1M -189,787 -9%
AQR Capital Management
27
AQR Capital Management
Connecticut
$122M +$8.2M +119,064 +7%
VFT
28
Vanguard Fiduciary Trust
Pennsylvania
$110M +$114M +1,658,869 New
MAM
29
Madison Asset Management
Wisconsin
$107M -$7.28M -105,692 -6%
Citadel Advisors
30
Citadel Advisors
Florida
$92.4M +$88.3M +1,281,891 +1,142%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$92.1M +$8.25M +119,829 +9%
CIC
32
Chilton Investment Company
Connecticut
$92M -$17.2M -249,535 -15%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$89.4M +$13M +189,191 +16%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$86M -$18.6M -270,150 -17%
EAM
35
EULAV Asset Management
Florida
$81.6M -$4.48M -65,000 -5%
Barclays
36
Barclays
United Kingdom
$81.3M +$12.5M +181,674 +17%
Deutsche Bank
37
Deutsche Bank
Germany
$75.9M +$19.1M +277,573 +32%
ACA
38
Anchor Capital Advisors
Massachusetts
$75.2M +$519K +7,539 +0.7%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$74.3M +$78.5M +1,139,805 +15,193%
CIM
40
Confluence Investment Management
Missouri
$73.8M -$4.69M -68,106 -6%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$73.2M -$43.6M -632,626 -36%
Raymond James Financial
42
Raymond James Financial
Florida
$72.9M -$6.31M -91,685 -8%
CIP
43
Cornerstone Investment Partners
Georgia
$69.8M -$3.25M -47,242 -4%
Jane Street
44
Jane Street
New York
$67.2M +$68.7M +997,088 +5,849%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$59.4M -$1.48M -21,442 -2%
Parnassus Investments
46
Parnassus Investments
California
$53.4M +$854K +12,405 +2%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$53.2M -$16.2M -235,727 -23%
PPF
48
PFA Pension Forsikringsaktieselskab
$52.4M -$8.96M -130,085 -14%
Cerity Partners
49
Cerity Partners
New York
$51.4M +$1.91M +27,678 +4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$48.1M -$7.34M -106,500 -13%