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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
VI
501
Vestcor Inc
New Brunswick, Canada
$561K
NDSIB
502
North Dakota State Investment Board
North Dakota
$556K
OAM
503
Oxford Asset Management
United Kingdom
$551K
EPW
504
Evolve Private Wealth
California
$551K
MSA
505
MUFG Securities Americas
New York
$546K
HSA
506
HBK Sorce Advisory
Pennsylvania
$545K
CCM
507
Coldstream Capital Management
Washington
$540K
DC
508
Dorval Corp
Minnesota
$535K
SAM
509
Securian Asset Management
Minnesota
$534K
LCAM
510
London & Capital Asset Management
United Kingdom
$531K
UCFA
511
United Capital Financial Advisors
Texas
$530K
AWM
512
Avior Wealth Management
Nebraska
$518K
FA
513
Fiduciary Alliance
South Carolina
$512K
BAMF
514
BI Asset Management Fondsmaeglerselskab
Denmark
$511K
S
515
Storgate
Texas
$507K
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$506K
SCM
517
Sterling Capital Management
North Carolina
$503K
BT
518
Banque Transatlantique
France
$499K
AFO
519
Aurelius Family Office
New Hampshire
$498K
TCM
520
Tufton Capital Management
Maryland
$489K
BMSSC
521
B. Metzler seel. Sohn & Co
Germany
$486K
IWM
522
IHT Wealth Management
Illinois
$486K
RWP
523
RWA Wealth Partners
Massachusetts
$481K
ACM
524
Advisors Capital Management
New Jersey
$479K
BB
525
Busey Bank
Illinois
$478K