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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
BWM
551
Baron Wealth Management
Michigan
$412K
WQ
552
Wealth Quarterback
New Jersey
$408K
PTC
553
Private Trust Company
Ohio
$407K
WAS
554
Westco Advisory Services
New York
$407K
GT
555
Greenleaf Trust
Michigan
$406K
CA
556
Claro Advisors
Massachusetts
$402K
CCWM
557
Cassaday & Co Wealth Management
Virginia
$401K
TWM
558
Thrive Wealth Management
Pennsylvania
$401K
Brown Advisory
559
Brown Advisory
Maryland
$399K
VWA
560
Visionary Wealth Advisors
Illinois
$398K
HFO
561
Heritage Family Offices
Arizona
$391K
WIA
562
World Investment Advisors
California
$389K
AWM
563
Atticus Wealth Management
Florida
$388K
DAM
564
Davis Asset Management
California
$385K
BMCM
565
Bryn Mawr Capital Management
Pennsylvania
$384K
RBC
566
Romano Brothers & Co
Illinois
$382K
PCIA
567
Prime Capital Investment Advisors
Kansas
$382K
CP
568
CenterBook Partners
Connecticut
$379K
LC
569
Lincoln Capital
Nebraska
$377K
GWM
570
Geneos Wealth Management
Colorado
$374K
S
571
SignatureFD
Georgia
$373K
WC
572
Westerkirk Capital
$371K
PHS
573
Pekin Hardy Strauss
Illinois
$370K
SF
574
Sun Financial
Utah
$368K
SCA
575
Snowden Capital Advisors
New York
$366K