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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
MAS
626
Meeder Advisory Services
Ohio
$279K
FFA
627
Florida Financial Advisors
Florida
$277K
SFG
628
Strive Financial Group
Indiana
$276K
CL
629
Choreo LLC
Illinois
$274K
APG
630
Abacus Planning Group
South Carolina
$273K
KeyBank National Association
631
KeyBank National Association
Ohio
$272K
CSC
632
Caldwell Sutter Capital
California
$272K
GC
633
Guggenheim Capital
Illinois
$272K
CI
634
CX Institutional
Indiana
$271K
HFS
635
Hantz Financial Services
Michigan
$270K
GS
636
GTS Securities
New York
$270K
EC
637
EntryPoint Capital
New York
$269K
AIM
638
Advyzon Investment Management
Illinois
$267K
ST
639
Somerset Trust
Pennsylvania
$265K
MGIA
640
Moneta Group Investment Advisors
Missouri
$263K
LCWP
641
Legacy Capital Wealth Partners
Arkansas
$257K
BW
642
BIP Wealth
Georgia
$250K
FCBT
643
First Citizens Bank & Trust
North Carolina
$247K
TFA
644
Transamerica Financial Advisors
Florida
$247K
NAAA
645
New Age Alpha Advisors
New York
$247K
1SB
646
1ST Source Bank
Indiana
$247K
Teacher Retirement System of Texas
647
Teacher Retirement System of Texas
Texas
$244K
EFS
648
Essex Financial Services
Connecticut
$243K
CCM
649
Chilton Capital Management
Texas
$243K
WDC
650
Woodward Diversified Capital
California
$243K