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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
OWP
676
ORG Wealth Partners
Texas
$212K
AFT
677
Alpha Family Trust
California
$212K
AWA
678
Aaron Wealth Advisors
Illinois
$211K
ECM
679
Evergreen Capital Management
Washington
$209K
LWA
680
Legacy Wealth Advisors
Florida
$209K
BRWM
681
Blue Rock Wealth Management
North Carolina
$209K
SC
682
Sapient Capital
Indiana
$209K
Koshinski Asset Management
683
Koshinski Asset Management
Illinois
$208K
IP
684
Ignite Planners
California
$206K
RFC
685
Regions Financial Corp
Alabama
$206K
JWCA
686
J.W. Cole Advisors
Florida
$205K
KWM
687
Kingsview Wealth Management
Oregon
$204K
RIG
688
RiverFront Investment Group
Virginia
$204K
PW
689
PUREfi Wealth
Massachusetts
$204K
BWMG
690
Barnes Wealth Management Group
California
$203K
CAG
691
Crestwood Advisors Group
Massachusetts
$201K
SAM
692
Smartleaf Asset Management
Massachusetts
$200K
HWA
693
Heritage Wealth Advisors
Virginia
$190K
GAA
694
Global Assets Advisory
Florida
$183K
WT
695
Whittier Trust
California
$171K
SC
696
Steph & Co
Wisconsin
$165K
TSMHT
697
Thurston Springer Miller Herd & Titak
Indiana
$164K
CSPIA
698
Cary Street Partners Investment Advisory
Virginia
$164K
ERSOT
699
Employees Retirement System of Texas
Texas
$159K
AF
700
Allworth Financial
California
$150K