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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
SIM
651
Stratos Investment Management
Ohio
$232K
CFA
652
CWS Financial Advisors
Michigan
$232K
AC
653
Avestar Capital
New York
$230K
PA
654
Parallel Advisors
California
$230K
CFG
655
Cornerstone Financial Group
Nebraska
$229K
CA
656
Crumly & Associates
Illinois
$228K
NP
657
Nilsine Partners
Colorado
$226K
AWA
658
Arkadios Wealth Advisors
Georgia
$226K
PFM
659
Patton Fund Management
Texas
$225K
AFG
660
ABLE Financial Group
Arizona
$225K
SGF
661
S&G Foundation
Wyoming
$224K
JHCP
662
Jackson Hole Capital Partners
Oklahoma
$223K
TAM
663
Trust Asset Management
Texas
$222K
SFS
664
Sowell Financial Services
Arkansas
$222K
Fayez Sarofim & Co
665
Fayez Sarofim & Co
Texas
$219K
HP
666
Havemeyer Place
Connecticut
$218K
IAP
667
Indie Asset Partners
Indiana
$217K
LCM
668
Laurion Capital Management
New York
$216K
AMCA
669
Arthur M. Cohen & Associates
Illinois
$215K
CFG
670
Citizens Financial Group
Rhode Island
$215K
OWP
671
ORG Wealth Partners
Texas
$212K
AFT
672
Alpha Family Trust
California
$212K
AWA
673
Aaron Wealth Advisors
Illinois
$211K
ECM
674
Evergreen Capital Management
Washington
$209K
LWA
675
Legacy Wealth Advisors
Florida
$209K