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W.R. Berkley

946 hedge funds and large institutions have $19.7B invested in W.R. Berkley in 2026 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 334 increasing their positions, 326 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $3.44M

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $18.5B → $19.7B (+$1.17B)

2% more funds holding

Funds holding: 925946 (+21)

2% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 326

0.34% more ownership

Funds ownership: 74.49%74.82% (+0.34%)

Holders
946
Holders Change
+21
Holders Change %
+2.27%
% of All Funds
11.43%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
120
Increased
334
Reduced
326
Closed
85
Calls
$16.3M
Puts
$3.44M
Net Calls
+$12.8M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$57.5M +$2.63M +39,279 +5%
Parnassus Investments
52
Parnassus Investments
California
$55M -$1.76M -26,332 -3%
Squarepoint
53
Squarepoint
New York
$53M +$46.7M +697,638 +1,301%
Citigroup
54
Citigroup
New York
$50.1M +$183K +2,738 +0.4%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46M +$10.2M +152,124 +30%
Amundi
56
Amundi
France
$45.7M -$4.9M -73,192 -10%
MAA
57
Mraz Amerine & Associates
California
$44.8M +$346K +5,160 +0.8%
Vanguard Global Advisers
58
Vanguard Global Advisers
Pennsylvania
$44.4M -$1.22M -18,198 -3%
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$44.3M +$417K +6,228 +1%
Stifel Financial
60
Stifel Financial
Missouri
$43.8M -$3.07M -45,769 -7%
Swiss National Bank
61
Swiss National Bank
Switzerland
$42.8M -$7.89M -117,700 -16%
Nuveen
62
Nuveen
North Carolina
$40.9M +$3.78M +56,414 +11%
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$40.3M +$9.71M +144,893 +34%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$39.7M -$898K -13,406 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
65
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.6M +$36.4M +542,866 +2,900%
Caisse de Depot et Placement du Quebec (CDPQ)
66
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$39.3M -$6.83M -101,865 -15%
Sumitomo Mitsui Trust Group
67
Sumitomo Mitsui Trust Group
Japan
$37M -$2.59M -38,673 -7%
BIP
68
Brandes Investment Partners
California
$36.4M +$195K +2,915 +0.6%
Truist Financial
69
Truist Financial
North Carolina
$33.1M -$6.92M -103,314 -18%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M +$29M +432,603 New
Vanguard Asset Management
71
Vanguard Asset Management
$30.3M +$1.61M +24,025 +6%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$29.7M -$146K -2,186 -0.5%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$29.4M -$5.76M -85,950 -17%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$29.4M +$585K +8,723 +2%
BNP Paribas Asset Management
75
BNP Paribas Asset Management
France
$29M +$14.7M +219,509 +114%

WRB Hedge Fund Activity: Q2 2026 in Review

946 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2026, worth a combined $19.7B — up 6.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new WRB positions and 85 closed out — a net gain of 35 holders — while 334 added to existing stakes and 326 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $123M. The largest seller was Morgan Stanley, cutting an estimated $145M.

  • 946 institutional investors held W.R. Berkley (WRB) as of Q2 2026, up from 925 in Q1 2026.
  • Funds reported $19.7B of W.R. Berkley stock for Q2 2026, up 6.3% quarter-over-quarter.
  • 120 funds opened new W.R. Berkley positions in Q2 2026 and 85 closed out, a net change of +35 holders.
  • The largest W.R. Berkley buyer in Q2 2026 was AQR Capital Management, an estimated $123M added.
  • The largest W.R. Berkley seller in Q2 2026 was Morgan Stanley, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2026.