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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
PA
526
Procyon Advisors
Connecticut
$466K
CPCPP
527
Canada Post Corporation Pension Plan
Canada
$464K
CG
528
Caprock Group
Idaho
$459K
WAOI
529
Wealth Advisors of Iowa
Iowa
$458K
CHAM
530
Clear Harbor Asset Management
Connecticut
$456K
SWP
531
Sagespring Wealth Partners
Tennessee
$453K
AWM
532
AE Wealth Management
Kansas
$452K
MYAM
533
Meiji Yasuda Asset Management
Japan
$451K
IPAM
534
Investment Partners Asset Management
New Jersey
$447K
DAS
535
Dynamic Advisor Solutions
Arizona
$447K
PS
536
Principal Securities
Iowa
$444K
CIC
537
Crawford Investment Counsel
Georgia
$440K
EOJOAM
538
E. Ohman J:or Asset Management
Sweden
$434K
DI
539
Diligent Investors
California
$425K
QCG
540
Quadrant Capital Group
Ohio
$425K
MG
541
Mather Group
Illinois
$423K
LFAS
542
Level Four Advisory Services
Texas
$420K
OCM
543
Osterweis Capital Management
California
$420K
AAP
544
Arax Advisory Partners
Colorado
$419K
NGA
545
Naples Global Advisors
Florida
$417K
CIC
546
Carnegie Investment Counsel
Ohio
$414K
BWM
547
Baron Wealth Management
Michigan
$412K
WQ
548
Wealth Quarterback
New Jersey
$408K
PTC
549
Private Trust Company
Ohio
$407K
WAS
550
Westco Advisory Services
New York
$407K