WRB icon

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
SAM
576
Strategy Asset Managers
California
$355K
YIA
577
YHB Investment Advisors
Connecticut
$354K
CCS
578
Concentric Capital Strategies
Connecticut
$353K
Vontobel Holding
579
Vontobel Holding
Switzerland
$352K
HA
580
Huntleigh Advisors
Missouri
$351K
BFG
581
Beacon Financial Group
Texas
$349K
TCM
582
TruNorth Capital Management
Michigan
$347K
BFIM
583
Beese Fulmer Investment Management
Ohio
$340K
FTWA
584
Fifth Third Wealth Advisors
Ohio
$340K
GCM
585
Gallacher Capital Management
Colorado
$340K
OL
586
Odyssean LLC
Connecticut
$338K
PL
587
Perpetual Ltd
Australia
$338K
CCP
588
Cushing Capital Partners
Wisconsin
$331K
GPW
589
Genesis Private Wealth
Virginia
$324K
FSA
590
Financial Security Advisor
Virginia
$319K
EWA
591
EverSource Wealth Advisors
Alabama
$319K
Assenagon Asset Management
592
Assenagon Asset Management
Luxembourg
$317K
AFG
593
Atomi Financial Group
New York
$316K
MF
594
Manchester Financial
California
$316K
FRM
595
Fox Run Management
Connecticut
$312K
IPW
596
Impact Partnership Wealth
Georgia
$312K
SPC
597
Spirepoint Private Client
Florida
$311K
MWM
598
Mission Wealth Management
California
$308K
BPWM
599
BCS Private Wealth Management
New Jersey
$307K
CFB
600
Cullen/Frost Bankers
Texas
$306K