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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
GT
551
Greenleaf Trust
Michigan
$406K
CA
552
Claro Advisors
Massachusetts
$402K
CCWM
553
Cassaday & Co Wealth Management
Virginia
$401K
TWM
554
Thrive Wealth Management
Pennsylvania
$401K
Brown Advisory
555
Brown Advisory
Maryland
$399K
VWA
556
Visionary Wealth Advisors
Illinois
$398K
HFO
557
Heritage Family Offices
Arizona
$391K
WIA
558
World Investment Advisors
California
$389K
AWM
559
Atticus Wealth Management
Florida
$388K
DAM
560
Davis Asset Management
California
$385K
BMCM
561
Bryn Mawr Capital Management
Pennsylvania
$384K
RBC
562
Romano Brothers & Co
Illinois
$382K
PCIA
563
Prime Capital Investment Advisors
Kansas
$382K
CP
564
CenterBook Partners
Connecticut
$379K
LC
565
Lincoln Capital
Nebraska
$377K
GWM
566
Geneos Wealth Management
Colorado
$374K
S
567
SignatureFD
Georgia
$373K
WC
568
Westerkirk Capital
$371K
PHS
569
Pekin Hardy Strauss
Illinois
$370K
SF
570
Sun Financial
Utah
$368K
SCA
571
Snowden Capital Advisors
New York
$366K
WANY
572
Wealthspire Advisors (New York)
New York
$365K
FWP
573
Firethorn Wealth Partners
Georgia
$364K
SC
574
SummitTX Capital
Texas
$364K
SO
575
STRS Ohio
Ohio
$356K