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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
APG
626
Abacus Planning Group
South Carolina
$273K
KeyBank National Association
627
KeyBank National Association
Ohio
$272K
CSC
628
Caldwell Sutter Capital
California
$272K
GC
629
Guggenheim Capital
Illinois
$272K
CI
630
CX Institutional
Indiana
$271K
HFS
631
Hantz Financial Services
Michigan
$270K
GS
632
GTS Securities
New York
$270K
EC
633
EntryPoint Capital
New York
$269K
AIM
634
Advyzon Investment Management
Illinois
$267K
ST
635
Somerset Trust
Pennsylvania
$265K
MGIA
636
Moneta Group Investment Advisors
Missouri
$263K
LCWP
637
Legacy Capital Wealth Partners
Arkansas
$257K
BW
638
BIP Wealth
Georgia
$250K
FCBT
639
First Citizens Bank & Trust
North Carolina
$247K
TFA
640
Transamerica Financial Advisors
Florida
$247K
NAAA
641
New Age Alpha Advisors
New York
$247K
1SB
642
1ST Source Bank
Indiana
$247K
Teacher Retirement System of Texas
643
Teacher Retirement System of Texas
Texas
$244K
EFS
644
Essex Financial Services
Connecticut
$243K
CCM
645
Chilton Capital Management
Texas
$243K
WDC
646
Woodward Diversified Capital
California
$243K
GWMIA
647
Global Wealth Management Investment Advisory
Florida
$242K
VFA
648
Valeo Financial Advisors
Indiana
$239K
WC
649
Wexford Capital
Florida
$239K
WFI
650
West Family Investments
California
$234K