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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
CA
776
Crewe Advisors
Utah
$23.1K
FFA
777
Frazier Financial Advisors
Ohio
$22.3K
AF
778
Align Financial
Minnesota
$22.1K
TPWA
779
Twin Peaks Wealth Advisors
California
$22.1K
DWP
780
Destiny Wealth Partners
Florida
$21.7K
IA
781
IFP Advisors
Florida
$21.3K
LSA
782
Leonteq Securities AG
Switzerland
$21.1K
B
783
Bayban
Minnesota
$20.9K
MCM
784
Manchester Capital Management
Vermont
$20.7K
ADL
785
Asset Dedication LLC
California
$20.6K
LFG
786
Larson Financial Group
Missouri
$20K
PWMG
787
Private Wealth Management Group
New Jersey
$19.9K
SWP
788
Strategic Wealth Partners
Ohio
$16.6K
MB
789
MidFirst Bank
Oklahoma
$16.4K
FC
790
Financial Consulate
Maryland
$16.2K
CT
791
Clearstead Trust
Maine
$15.9K
PGAM
792
Princeton Global Asset Management
New Jersey
$14.9K
KFAS
793
Keating Financial Advisory Services
Kansas
$14.9K
PWMG
794
Prestige Wealth Management Group
New Jersey
$14.2K
DJSG
795
D.J. St. Germain
Massachusetts
$13.2K
HIMS
796
Hager Investment Management Services
New Hampshire
$13.2K
SWM
797
Spire Wealth Management
Virginia
$12.7K
CHC
798
City Holding Co
West Virginia
$12.6K
GWS
799
Greykasell Wealth Strategies
California
$11.8K
BGAI
800
Bruce G. Allen Investments
Colorado
$11.7K