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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
CT
776
Coastline Trust
Rhode Island
$43.9K
TCM
777
Triumph Capital Management
Colorado
$41.8K +$7.44K +111 +23%
CFD
778
Creative Financial Designs
Indiana
$41.5K
DMBA
779
Deseret Mutual Benefit Administrators
Utah
$40.8K
CA
780
CoreCap Advisors
Michigan
$40.1K +$5.23K +78 +16%
RCM
781
Raleigh Capital Management
North Carolina
$39.8K -$737 -11 -2%
TWD
782
True Wealth Design
Ohio
$39.6K +$31.4K +469 +510%
WIM
783
Westside Investment Management
California
$38.8K
NEWAS
784
N.E.W. Advisory Services
Wisconsin
$37.9K +$2.48K +37 +7%
MPWT
785
MassMutual Private Wealth & Trust
Connecticut
$37.3K -$1.41K -21 -4%
WSFS
786
Wilmington Savings Fund Society
Delaware
$36.7K
PWA
787
Physician Wealth Advisors
Utah
$36.5K +$6.43K +96 +23%
C
788
Covestor
United Kingdom
$35K -$42.5K -635 -56%
WETS
789
Wealth Enhancement Trust Services
South Dakota
$35K +$27.3K +407 +457%
LFG
790
Larson Financial Group
Missouri
$34.3K +$12.4K +185 +61%
IA
791
IFP Advisors
Florida
$32.9K +$9.65K +144 +45%
BWL
792
Bogart Wealth LLC
Virginia
$31K +$1.74K +26 +6%
EFMH
793
E Fund Management (HK)
Hong Kong
$30K +$28.5K +425 New
BF
794
BOK Financial
Oklahoma
$29.9K +$21K +314 +285%
CFS
795
CGC Financial Services
Oregon
$29.7K
APW
796
Allied Private Wealth
Florida
$28.6K +$26.9K +401 New
CA
797
Crewe Advisors
Utah
$28.3K +$3.55K +53 +15%
PAI
798
Pittenger & Anderson Inc
Nebraska
$26.4K
WBC
799
Westpac Banking Corp
Australia
$26.3K
HNB
800
Hilltop National Bank
Wyoming
$25.7K

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.