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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
FIM
726
FWL Investment Management
Texas
$74.6K
EWM
727
Evermay Wealth Management
Virginia
$73.6K
DSC
728
Duncker Streett & Co
Missouri
$67.1K
BCV
729
Banque Cantonale Vaudoise
Switzerland
$66K
MWPCG
730
Measured Wealth Private Client Group
New Hampshire
$65.6K
MCM
731
MAI Capital Management
Ohio
$64.9K
FFO
732
Fortitude Family Office
Arizona
$60.9K
MAS
733
MPWM Advisory Solutions
Georgia
$59.7K
CH
734
Cromwell Holdings
Wyoming
$58.5K
RBI
735
Raiffeisen Bank International
Austria
$57.2K
RFG
736
REAP Financial Group
Texas
$57.2K
HI
737
Harbour Investments
Wisconsin
$56.4K
CFO
738
CVA Family Office
Colorado
$55K
PB
739
Pinnacle Bancorp
Nebraska
$54.9K
RFP
740
Root Financial Partners
California
$54.7K
OL
741
OneFund LLC
Florida
$53.9K
BWA
742
Basecamp Wealth Advisors
Washington
$52K
PWPS
743
Pinnacle Wealth Planning Services
Ohio
$50.8K
PP
744
PFS Partners
New Jersey
$49.4K
NS
745
NBC Securities
Alabama
$49.1K
DCM
746
Davis Capital Management
Florida
$44.7K
SVWA
747
Sarver Vrooman Wealth Advisors
Missouri
$44.5K
TC
748
Trust Company
Kansas
$43.6K
HFS
749
Horizon Financial Services
North Carolina
$42.1K
Walleye Capital
750
Walleye Capital
New York
$41.4K