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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
EPW
501
Evolve Private Wealth
California
$551K
MSA
502
MUFG Securities Americas
New York
$546K
HSA
503
HBK Sorce Advisory
Pennsylvania
$545K
CCM
504
Coldstream Capital Management
Washington
$540K
DC
505
Dorval Corp
Minnesota
$535K
SAM
506
Securian Asset Management
Minnesota
$534K
LCAM
507
London & Capital Asset Management
United Kingdom
$531K
UCFA
508
United Capital Financial Advisors
Texas
$530K
AWM
509
Avior Wealth Management
Nebraska
$518K
FA
510
Fiduciary Alliance
South Carolina
$512K
BAMF
511
BI Asset Management Fondsmaeglerselskab
Denmark
$511K
S
512
Storgate
Texas
$507K
KRSITF
513
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$506K
SCM
514
Sterling Capital Management
North Carolina
$503K
BT
515
Banque Transatlantique
France
$499K
AFO
516
Aurelius Family Office
New Hampshire
$498K
TCM
517
Tufton Capital Management
Maryland
$489K
BMSSC
518
B. Metzler seel. Sohn & Co
Germany
$486K
IWM
519
IHT Wealth Management
Illinois
$486K
RWP
520
RWA Wealth Partners
Massachusetts
$481K
ACM
521
Advisors Capital Management
New Jersey
$479K
BB
522
Busey Bank
Illinois
$478K
IAIM
523
International Assets Investment Management
Florida
$478K
VWM
524
Venturi Wealth Management
Texas
$477K
LNWTC
525
Laird Norton Wetherby Trust Company
Washington
$474K