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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
SPC
601
Spirepoint Private Client
Florida
$311K
MWM
602
Mission Wealth Management
California
$308K
BPWM
603
BCS Private Wealth Management
New Jersey
$307K
CFB
604
Cullen/Frost Bankers
Texas
$306K
SW
605
Simplicity Wealth
New Jersey
$305K
FCP
606
Fidelis Capital Partners
Florida
$304K
PP
607
Prudential plc
United Kingdom
$304K
IA
608
IFC Advisors
California
$304K
DIM
609
Delta Investment Management
California
$304K
CCA
610
Checchi Capital Advisers
California
$300K
CWM
611
Cornerstone Wealth Management
Missouri
$299K
AAM
612
Aureus Asset Management
Massachusetts
$298K
HBT
613
Heartland Bank & Trust
Illinois
$298K
EGM
614
Engineers Gate Manager
New York
$295K
BONST
615
Bank of Nova Scotia Trust
Ontario, Canada
$294K
CCA
616
Cadent Capital Advisors
Oklahoma
$291K
AC
617
Apella Capital
Connecticut
$290K
DWP
618
Daymark Wealth Partners
Ohio
$290K
ISL
619
Ingalls & Snyder LLC
New York
$289K
CCC
620
Compass Capital Corp
Massachusetts
$289K
SC
621
Syon Capital
California
$285K
OC
622
Oppenheimer & Co
New York
$285K
1C
623
111 Capital
France
$282K
MPIA
624
Mountain Pacific Investment Advisers
Idaho
$282K
SBFM
625
S-Bank Fund Management
Finland
$280K