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
SW
601
Simplicity Wealth
New Jersey
$305K
FCP
602
Fidelis Capital Partners
Florida
$304K
PP
603
Prudential plc
United Kingdom
$304K
IA
604
IFC Advisors
California
$304K
DIM
605
Delta Investment Management
California
$304K
CCA
606
Checchi Capital Advisers
California
$300K
CWM
607
Cornerstone Wealth Management
Missouri
$299K
AAM
608
Aureus Asset Management
Massachusetts
$298K
HBT
609
Heartland Bank & Trust
Illinois
$298K
EGM
610
Engineers Gate Manager
New York
$295K
BONST
611
Bank of Nova Scotia Trust
Ontario, Canada
$294K
CCA
612
Cadent Capital Advisors
Oklahoma
$291K
AC
613
Apella Capital
Connecticut
$290K
DWP
614
Daymark Wealth Partners
Ohio
$290K
ISL
615
Ingalls & Snyder LLC
New York
$289K
CCC
616
Compass Capital Corp
Massachusetts
$289K
SC
617
Syon Capital
California
$285K
OC
618
Oppenheimer & Co
New York
$285K
1C
619
111 Capital
France
$282K
MPIA
620
Mountain Pacific Investment Advisers
Idaho
$282K
SBFM
621
S-Bank Fund Management
Finland
$280K
MAS
622
Meeder Advisory Services
Ohio
$279K
FFA
623
Florida Financial Advisors
Florida
$277K
SFG
624
Strive Financial Group
Indiana
$276K
CL
625
Choreo LLC
Illinois
$274K