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W.R. Berkley

946 hedge funds and large institutions have $19.7B invested in W.R. Berkley in 2026 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 334 increasing their positions, 326 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $3.44M

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $18.5B → $19.7B (+$1.17B)

2% more funds holding

Funds holding: 925946 (+21)

2% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 326

0.34% more ownership

Funds ownership: 74.49%74.82% (+0.34%)

Holders
946
Holders Change
+21
Holders Change %
+2.27%
% of All Funds
11.43%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
120
Increased
334
Reduced
326
Closed
85
Calls
$16.3M
Puts
$3.44M
Net Calls
+$12.8M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$135M +$1.08M +16,144 +0.8%
Vanguard Fiduciary Trust
27
Vanguard Fiduciary Trust
Pennsylvania
$115M -$1.74M -25,923 -2%
Legal & General Group
28
Legal & General Group
United Kingdom
$113M -$18.2M -271,539 -15%
MAM
29
Madison Asset Management
Wisconsin
$106M -$8.12M -121,122 -7%
Citadel Advisors
30
Citadel Advisors
Florida
$104M +$5.48M +81,813 +6%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$103M +$7.88M +117,538 +9%
Principal Financial Group
32
Principal Financial Group
Iowa
$103M -$30.6M -457,032 -24%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$102M +$3.85M +57,446 +4%
Barclays
34
Barclays
United Kingdom
$102M +$14.3M +213,065 +17%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$95M -$46M -686,426 -34%
CIC
36
Chilton Investment Company
Connecticut
$94.5M -$3.28M -48,915 -4%
CIP
37
Cornerstone Investment Partners
Georgia
$94.2M +$19M +283,642 +27%
Deutsche Bank
38
Deutsche Bank
Germany
$92.1M +$10.8M +160,870 +14%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$89.8M +$7.51M +112,053 +10%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$88.7M -$2.64M -39,357 -3%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$78.6M +$496K +7,401 +0.7%
ACA
42
Anchor Capital Advisors
Massachusetts
$73M -$6.6M -98,540 -9%
CIM
43
Confluence Investment Management
Missouri
$72.8M -$5.47M -81,648 -7%
Raymond James Financial
44
Raymond James Financial
Florida
$70M -$7.19M -107,347 -10%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$68.4M +$25.9M +387,220 +67%
Millennium Management
46
Millennium Management
New York
$66M +$32M +476,965 +104%
BGCP
47
Bristol Gate Capital Partners
Ontario, Canada
$64.7M +$61.5M +918,030 New
EAM
48
EULAV Asset Management
Florida
$63.9M -$21.7M -324,000 -26%
Jane Street
49
Jane Street
New York
$61.8M -$9.28M -138,431 -14%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$58.6M -$4.4M -65,611 -7%

WRB Hedge Fund Activity: Q2 2026 in Review

946 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2026, worth a combined $19.7B — up 6.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new WRB positions and 85 closed out — a net gain of 35 holders — while 334 added to existing stakes and 326 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $123M. The largest seller was Morgan Stanley, cutting an estimated $145M.

  • 946 institutional investors held W.R. Berkley (WRB) as of Q2 2026, up from 925 in Q1 2026.
  • Funds reported $19.7B of W.R. Berkley stock for Q2 2026, up 6.3% quarter-over-quarter.
  • 120 funds opened new W.R. Berkley positions in Q2 2026 and 85 closed out, a net change of +35 holders.
  • The largest W.R. Berkley buyer in Q2 2026 was AQR Capital Management, an estimated $123M added.
  • The largest W.R. Berkley seller in Q2 2026 was Morgan Stanley, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2026.