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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
IAIM
526
International Assets Investment Management
Florida
$478K
VWM
527
Venturi Wealth Management
Texas
$477K
LNWTC
528
Laird Norton Wetherby Trust Company
Washington
$474K
PA
529
Procyon Advisors
Connecticut
$466K
CPCPP
530
Canada Post Corporation Pension Plan
Canada
$464K
CG
531
Caprock Group
Idaho
$459K
GT
532
Glenmede Trust
Pennsylvania
$458K
WAOI
533
Wealth Advisors of Iowa
Iowa
$458K
CHAM
534
Clear Harbor Asset Management
Connecticut
$456K
SWP
535
Sagespring Wealth Partners
Tennessee
$453K
AWM
536
AE Wealth Management
Kansas
$452K
MYAM
537
Meiji Yasuda Asset Management
Japan
$451K
IPAM
538
Investment Partners Asset Management
New Jersey
$447K
DAS
539
Dynamic Advisor Solutions
Arizona
$447K
PS
540
Principal Securities
Iowa
$444K
CIC
541
Crawford Investment Counsel
Georgia
$440K
EOJOAM
542
E. Ohman J:or Asset Management
Sweden
$434K
DI
543
Diligent Investors
California
$425K
QCG
544
Quadrant Capital Group
Ohio
$425K
MG
545
Mather Group
Illinois
$423K
LFAS
546
Level Four Advisory Services
Texas
$420K
OCM
547
Osterweis Capital Management
California
$420K
AAP
548
Arax Advisory Partners
Colorado
$419K
NGA
549
Naples Global Advisors
Florida
$417K
CIC
550
Carnegie Investment Counsel
Ohio
$414K