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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
LS
701
Livforsakringsbolaget Skandia
Sweden
$146K
BTI
702
Blue Trust Inc
Georgia
$141K
SJIM
703
St. Johns Investment Management
Florida
$140K
JWA
704
JFS Wealth Advisors
Pennsylvania
$134K
AF
705
Advisornet Financial
Minnesota
$130K
AA
706
AlphaCentric Advisors
Puerto Rico
$128K
Acadian Asset Management
707
Acadian Asset Management
Massachusetts
$126K
Fidelity International
708
Fidelity International
Bermuda
$119K
CTC
709
Central Trust Company
Missouri
$118K
VCM
710
Versant Capital Management
Arizona
$117K
AGWCA
711
Annis Gardner Whiting Capital Advisors
Florida
$112K
AIM
712
Anchor Investment Management
South Carolina
$102K
FPF
713
First Pacific Financial
Washington
$98.7K
HNB
714
Huntington National Bank
Ohio
$95.8K
CSP
715
Cary Street Partners
Virginia
$94.6K
WTC
716
WhitTier Trust Company
Nevada
$93.9K
HIA
717
Harbor Investment Advisory
Maryland
$92.1K
EB
718
Eastern Bank
Massachusetts
$89.6K
CVM
719
Cheviot Value Management
California
$89.5K
QC
720
Quent Capital
New York
$87.1K
Federated Hermes
721
Federated Hermes
Pennsylvania
$85.3K
CAL
722
Capital Advisors Ltd
Ohio
$84K
MCA
723
McGuire Capital Advisors
Oklahoma
$83.3K
CA
724
Clearstead Advisors
Ohio
$78.5K
C
725
Covestor
United Kingdom
$75K