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W.R. Berkley

914 hedge funds and large institutions have $18.5B invested in W.R. Berkley in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 241 increasing their positions, 419 reducing their positions, and 107 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: 942914 (-28)

7% less capital invested

Capital invested by funds: $20B → $18.5B (-$1.48B)

42% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 419

Holders
914
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
PFBT
751
Parkside Financial Bank & Trust
Missouri
$38.5K
DMBA
752
Deseret Mutual Benefit Administrators
Utah
$38.4K
RCM
753
Raleigh Capital Management
North Carolina
$38.1K
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$36.5K
WIM
755
Westside Investment Management
California
$36.3K
WSFS
756
Wilmington Savings Fund Society
Delaware
$34.5K
NEWAS
757
N.E.W. Advisory Services
Wisconsin
$33.2K
CA
758
CoreCap Advisors
Michigan
$32.5K
TCM
759
Triumph Capital Management
Colorado
$31.9K
PWA
760
Physician Wealth Advisors
Utah
$28K
CFS
761
CGC Financial Services
Oregon
$27.9K
BWL
762
Bogart Wealth LLC
Virginia
$27.4K
AAG
763
Armstrong Advisory Group
Massachusetts
$26.9K
PAI
764
Pittenger & Anderson Inc
Nebraska
$24.9K
WBC
765
Westpac Banking Corp
Australia
$24.7K
HNB
766
Hilltop National Bank
Wyoming
$24.1K
HBW
767
Hazlett, Burt & Watson
West Virginia
$24K
CT
768
Colonial Trust
South Carolina
$23.4K
EF
769
Entrust Financial
Pennsylvania
$23.3K
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$23.3K
CA
771
Crewe Advisors
Utah
$23.1K
FFA
772
Frazier Financial Advisors
Ohio
$22.3K
AF
773
Align Financial
Minnesota
$22.1K
TPWA
774
Twin Peaks Wealth Advisors
California
$22.1K
DWP
775
Destiny Wealth Partners
Florida
$21.7K