We are live on ! Find out more
WRB icon

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
EDRH
801
Edmond de Rothschild Holding
Switzerland
$25.6K +$24.3K +363 New
CT
802
Clearstead Trust
Maine
$25.5K +$8.11K +121 +50%
EF
803
Entrust Financial
Pennsylvania
$24.8K
FMII
804
Farmers & Merchants Investments Inc
Nebraska
$24.8K
AAG
805
Armstrong Advisory Group
Massachusetts
$24K -$4.36K -65 -16%
FFA
806
Frazier Financial Advisors
Ohio
$23.8K
KFAS
807
Keating Financial Advisory Services
Kansas
$23.8K +$7.5K +112 +50%
AF
808
Align Financial
Minnesota
$23.5K
TFIPS
809
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.3K -$18.1K -270 -45%
TC
810
Trust Company
Kansas
$23.1K -$22.2K -331 -50%
CT
811
Colonial Trust
South Carolina
$22.9K -$1.88K -28 -8%
PWAM
812
Private Wealth Asset Management
Iowa
$22.6K +$21.4K +320 New
LSA
813
Leonteq Securities AG
Switzerland
$22.5K
B
814
Bayban
Minnesota
$22.2K
MCM
815
Manchester Capital Management
Vermont
$22.1K
ADL
816
Asset Dedication LLC
California
$21.9K
PWMG
817
Private Wealth Management Group
New Jersey
$21.2K
BGAI
818
Bruce G. Allen Investments
Colorado
$18K +$5.23K +78 +44%
FC
819
Financial Consulate
Maryland
$17.6K +$335 +5 +2%
SWP
820
Strategic Wealth Partners
Ohio
$17.6K
MB
821
MidFirst Bank
Oklahoma
$17.4K
PGAM
822
Princeton Global Asset Management
New Jersey
$15.9K
HIMS
823
Hager Investment Management Services
New Hampshire
$15.5K +$1.41K +21 +11%
APFP
824
Action Point Financial Planning
Michigan
$15.3K +$14.7K +219 New
PWMG
825
Prestige Wealth Management Group
New Jersey
$15.2K

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.