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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
WANY
576
Wealthspire Advisors (New York)
New York
$365K
FWP
577
Firethorn Wealth Partners
Georgia
$364K
SC
578
SummitTX Capital
Texas
$364K
SO
579
STRS Ohio
Ohio
$356K
SAM
580
Strategy Asset Managers
California
$355K
YIA
581
YHB Investment Advisors
Connecticut
$354K
CCS
582
Concentric Capital Strategies
Connecticut
$353K
Vontobel Holding
583
Vontobel Holding
Switzerland
$352K
HA
584
Huntleigh Advisors
Missouri
$351K
BFG
585
Beacon Financial Group
Texas
$349K
TCM
586
TruNorth Capital Management
Michigan
$347K
BFIM
587
Beese Fulmer Investment Management
Ohio
$340K
FTWA
588
Fifth Third Wealth Advisors
Ohio
$340K
GCM
589
Gallacher Capital Management
Colorado
$340K
OL
590
Odyssean LLC
Connecticut
$338K
PL
591
Perpetual Ltd
Australia
$338K
CCP
592
Cushing Capital Partners
Wisconsin
$331K
GPW
593
Genesis Private Wealth
Virginia
$324K
FSA
594
Financial Security Advisor
Virginia
$319K
EWA
595
EverSource Wealth Advisors
Alabama
$319K
Assenagon Asset Management
596
Assenagon Asset Management
Luxembourg
$317K
AFG
597
Atomi Financial Group
New York
$316K
MF
598
Manchester Financial
California
$316K
FRM
599
Fox Run Management
Connecticut
$312K
IPW
600
Impact Partnership Wealth
Georgia
$312K