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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
CAL
751
Capital Advisors Ltd
Ohio
$75K -$13.9K -207 -16%
FIM
752
FWL Investment Management
Texas
$74.1K -$5.03K -75 -7%
SOW
753
State of Wyoming
Wyoming
$73K +$69.4K +1,035 New
DSC
754
Duncker Streett & Co
Missouri
$71.4K
ACA
755
Atlas Capital Advisors
Wyoming
$69K +$24.5K +366 +60%
MWPCG
756
Measured Wealth Private Client Group
New Hampshire
$66.7K -$2.95K -44 -4%
CH
757
Cromwell Holdings
Wyoming
$64.8K +$1.88K +28 +3%
CFO
758
CVA Family Office
Colorado
$64.7K +$5.9K +88 +11%
MAS
759
MPWM Advisory Solutions
Georgia
$63.5K
FFO
760
Fortitude Family Office
Arizona
$61.5K -$3.15K -47 -5%
RFG
761
REAP Financial Group
Texas
$61.3K +$402 +6 +0.7%
HI
762
Harbour Investments
Wisconsin
$59K -$938 -14 -2%
PB
763
Pinnacle Bancorp
Nebraska
$58.5K
BWA
764
Basecamp Wealth Advisors
Washington
$56.6K +$1.21K +18 +2%
SIC
765
SJS Investment Consulting
Ohio
$55.8K +$48.5K +724 +1,081%
HFS
766
Horizon Financial Services
North Carolina
$54.9K +$9.58K +143 +23%
TSMHT
767
Thurston Springer Miller Herd & Titak
Indiana
$54.7K -$114K -1,695 -69%
PWPS
768
Pinnacle Wealth Planning Services
Ohio
$54K -$67 -1 -0.1%
EP
769
Essential Partners
California
$53.7K +$47.1K +703 +1,212%
PP
770
PFS Partners
New Jersey
$52.6K
LS
771
Livforsakringsbolaget Skandia
Sweden
$49.4K -$101K -1,500 -68%
NS
772
NBC Securities
Alabama
$49K -$3.08K -46 -6%
DCM
773
Davis Capital Management
Florida
$48.3K +$670 +10 +1%
SVWA
774
Sarver Vrooman Wealth Advisors
Missouri
$45.5K -$1.47K -22 -3%
FA
775
Fountainhead AM
New Jersey
$45.1K +$40.6K +606 +1,782%

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.