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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

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: 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
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
VCM
476
Voleon Capital Management
California
$627K
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$625K
OIA
478
OneDigital Investment Advisors
Kansas
$623K
BFS
479
Bradley Foster & Sargent
Connecticut
$619K
FWIA
480
Fort Washington Investment Advisors
Ohio
$619K
LAM
481
L2 Asset Management
Massachusetts
$616K
EA
482
Everpar Advisors
Oklahoma
$615K
Envestnet Portfolio Solutions
483
Envestnet Portfolio Solutions
Illinois
$611K
SOS
484
Silver Oak Securities
Tennessee
$610K
SCB
485
Saudi Central Bank
Saudi Arabia
$604K
AV
486
ASR Vermogensbeheer
Netherlands
$604K
HH
487
Hilltop Holdings
Texas
$600K
ACM
488
Adalta Capital Management
New York
$598K
JF
489
Jump Financial
Illinois
$592K
NA
490
NewEdge Advisors
Louisiana
$589K
CCP
491
Carmel Capital Partners
California
$588K
PP
492
PensionDanmark Pensionsforsikringsaktieselskab
Denmark
$582K
SFI
493
Siemens Fonds Invest
Germany
$579K
MLL
494
Moody Lynn & Lieberson
Massachusetts
$571K
WA
495
Wealth Alliance
New York
$570K
WPC
496
Wedmont Private Capital
Pennsylvania
$570K
PI
497
PineBridge Investments
New York
$570K
RWM
498
Ritholtz Wealth Management
New York
$569K
RCA
499
Resonant Capital Advisors
Wisconsin
$565K
BBVA
500
Banco Bilbao Vizcaya Argentaria
Spain
$565K