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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
SJIM
726
St. Johns Investment Management
Florida
$149K
QC
727
Quent Capital
New York
$143K +$48K +716 +54%
BTI
728
Blue Trust Inc
Georgia
$143K -$6.5K -97 -5%
JWA
729
JFS Wealth Advisors
Pennsylvania
$143K +$938 +14 +0.7%
AA
730
AlphaCentric Advisors
Puerto Rico
$142K +$6.03K +90 +5%
HFS
731
Hantz Financial Services
Michigan
$142K -$138K -2,060 -51%
Acadian Asset Management
732
Acadian Asset Management
Massachusetts
$134K
HCPC
733
Hamilton Capital Partners (Canada)
$131K -$59.2K -883 -32%
TFA
734
Transamerica Financial Advisors
Florida
$129K -$128K -1,910 -51%
CTC
735
Central Trust Company
Missouri
$128K +$2.28K +34 +2%
VCM
736
Versant Capital Management
Arizona
$123K -$1.34K -20 -1%
TCIIS
737
TIAA-CREF Individual & Institutional Services
New York
$119K +$113K +1,689 New
HNB
738
Huntington National Bank
Ohio
$119K +$15.9K +238 +16%
PCA
739
Providence Capital Advisors
North Carolina
$108K +$103K +1,533 New
FPF
740
First Pacific Financial
Washington
$105K
WTC
741
WhitTier Trust Company
Nevada
$102K
CSP
742
Cary Street Partners
Virginia
$98.6K -$2.01K -30 -2%
HIA
743
Harbor Investment Advisory
Maryland
$98K
EB
744
Eastern Bank
Massachusetts
$95.4K
CVM
745
Cheviot Value Management
California
$95.2K
Los Angeles Capital Management
746
Los Angeles Capital Management
California
$92.5K -$2.46M -36,737 -97%
Federated Hermes
747
Federated Hermes
Pennsylvania
$88.1K -$2.55K -38 -3%
MCA
748
McGuire Capital Advisors
Oklahoma
$87.8K -$804 -12 -1%
TWIM
749
TIAA Wealth Investment Management
New York
$81.7K +$77.6K +1,158 New
EWM
750
Evermay Wealth Management
Virginia
$78.9K

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.