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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
BRWM
676
Blue Rock Wealth Management
North Carolina
$209K
SC
677
Sapient Capital
Indiana
$209K
Koshinski Asset Management
678
Koshinski Asset Management
Illinois
$208K
IP
679
Ignite Planners
California
$206K
RFC
680
Regions Financial Corp
Alabama
$206K
JWCA
681
J.W. Cole Advisors
Florida
$205K
KWM
682
Kingsview Wealth Management
Oregon
$204K
RIG
683
RiverFront Investment Group
Virginia
$204K
PW
684
PUREfi Wealth
Massachusetts
$204K
BWMG
685
Barnes Wealth Management Group
California
$203K
CAG
686
Crestwood Advisors Group
Massachusetts
$201K
SAM
687
Smartleaf Asset Management
Massachusetts
$200K
HWA
688
Heritage Wealth Advisors
Virginia
$190K
GAA
689
Global Assets Advisory
Florida
$183K
WWM
690
Western Wealth Management
Colorado
$177K
WT
691
Whittier Trust
California
$171K
SC
692
Steph & Co
Wisconsin
$165K
TSMHT
693
Thurston Springer Miller Herd & Titak
Indiana
$164K
CSPIA
694
Cary Street Partners Investment Advisory
Virginia
$164K
ERSOT
695
Employees Retirement System of Texas
Texas
$159K
AF
696
Allworth Financial
California
$150K
LS
697
Livforsakringsbolaget Skandia
Sweden
$146K
BTI
698
Blue Trust Inc
Georgia
$141K
SJIM
699
St. Johns Investment Management
Florida
$140K
JWA
700
JFS Wealth Advisors
Pennsylvania
$134K