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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
IA
776
IFP Advisors
Florida
$21.3K
LSA
777
Leonteq Securities AG
Switzerland
$21.1K
B
778
Bayban
Minnesota
$20.9K
MCM
779
Manchester Capital Management
Vermont
$20.7K
LFG
780
Larson Financial Group
Missouri
$20K
PWMG
781
Private Wealth Management Group
New Jersey
$19.9K
SWP
782
Strategic Wealth Partners
Ohio
$16.6K
MB
783
MidFirst Bank
Oklahoma
$16.4K
FC
784
Financial Consulate
Maryland
$16.2K
CT
785
Clearstead Trust
Maine
$15.9K
PGAM
786
Princeton Global Asset Management
New Jersey
$14.9K
KFAS
787
Keating Financial Advisory Services
Kansas
$14.9K
PWMG
788
Prestige Wealth Management Group
New Jersey
$14.2K
HIMS
789
Hager Investment Management Services
New Hampshire
$13.2K
DJSG
790
D.J. St. Germain
Massachusetts
$13.2K
SWM
791
Spire Wealth Management
Virginia
$12.7K
CHC
792
City Holding Co
West Virginia
$12.6K
GWS
793
Greykasell Wealth Strategies
California
$11.8K
BGAI
794
Bruce G. Allen Investments
Colorado
$11.7K
ZBNA
795
Zions Bancorporation, National Association
Utah
$11.6K
AFC
796
Ares Financial Consulting
California
$11.4K
OCWP
797
Owl Creek Wealth Partners
Colorado
$10.9K
SA
798
SRH Advisors
Kansas
$10.8K
GWSA
799
Global Wealth Strategies & Associates
Colorado
$10.6K
MA
800
MCF Advisors
Kentucky
$10.6K