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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
CT
751
Coastline Trust
Rhode Island
$41.2K
ACA
752
Atlas Capital Advisors
Wyoming
$40.6K
TFIPS
753
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.8K
Loomis, Sayles & Company
754
Loomis, Sayles & Company
Massachusetts
$39.7K
CFD
755
Creative Financial Designs
Indiana
$39K
PFBT
756
Parkside Financial Bank & Trust
Missouri
$38.5K
DMBA
757
Deseret Mutual Benefit Administrators
Utah
$38.4K
RCM
758
Raleigh Capital Management
North Carolina
$38.1K
MPWT
759
MassMutual Private Wealth & Trust
Connecticut
$36.5K
WIM
760
Westside Investment Management
California
$36.3K
WSFS
761
Wilmington Savings Fund Society
Delaware
$34.5K
NEWAS
762
N.E.W. Advisory Services
Wisconsin
$33.2K
CA
763
CoreCap Advisors
Michigan
$32.5K
TCM
764
Triumph Capital Management
Colorado
$31.9K
PWA
765
Physician Wealth Advisors
Utah
$28K
CFS
766
CGC Financial Services
Oregon
$27.9K
BWL
767
Bogart Wealth LLC
Virginia
$27.4K
AAG
768
Armstrong Advisory Group
Massachusetts
$26.9K
PAI
769
Pittenger & Anderson Inc
Nebraska
$24.9K
WBC
770
Westpac Banking Corp
Australia
$24.7K
HNB
771
Hilltop National Bank
Wyoming
$24.1K
HBW
772
Hazlett, Burt & Watson
West Virginia
$24K
CT
773
Colonial Trust
South Carolina
$23.4K
EF
774
Entrust Financial
Pennsylvania
$23.3K
FMII
775
Farmers & Merchants Investments Inc
Nebraska
$23.3K