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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
GWMIA
651
Global Wealth Management Investment Advisory
Florida
$242K
VFA
652
Valeo Financial Advisors
Indiana
$239K
WC
653
Wexford Capital
Florida
$239K
WFI
654
West Family Investments
California
$234K
SIM
655
Stratos Investment Management
Ohio
$232K
CFA
656
CWS Financial Advisors
Michigan
$232K
AC
657
Avestar Capital
New York
$230K
PA
658
Parallel Advisors
California
$230K
FNT
659
First Nebraska Trust
Nebraska
$230K
CFG
660
Cornerstone Financial Group
Nebraska
$229K
CA
661
Crumly & Associates
Illinois
$228K
NP
662
Nilsine Partners
Colorado
$226K
AWA
663
Arkadios Wealth Advisors
Georgia
$226K
PFM
664
Patton Fund Management
Texas
$225K
AFG
665
ABLE Financial Group
Arizona
$225K
SGF
666
S&G Foundation
Wyoming
$224K
JHCP
667
Jackson Hole Capital Partners
Oklahoma
$223K
TAM
668
Trust Asset Management
Texas
$222K
SFS
669
Sowell Financial Services
Arkansas
$222K
Fayez Sarofim & Co
670
Fayez Sarofim & Co
Texas
$219K
HP
671
Havemeyer Place
Connecticut
$218K
IAP
672
Indie Asset Partners
Indiana
$217K
LCM
673
Laurion Capital Management
New York
$216K
AMCA
674
Arthur M. Cohen & Associates
Illinois
$215K
CFG
675
Citizens Financial Group
Rhode Island
$215K