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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
ZBNA
801
Zions Bancorporation, National Association
Utah
$11.6K
AFC
802
Ares Financial Consulting
California
$11.4K
OCWP
803
Owl Creek Wealth Partners
Colorado
$10.9K
SA
804
SRH Advisors
Kansas
$10.8K
GWSA
805
Global Wealth Strategies & Associates
Colorado
$10.6K
MA
806
MCF Advisors
Kentucky
$10.6K
BIAS
807
Beacon Investment Advisory Services
New Jersey
$10.4K
IAAG
808
Innovative Asset Advisors Group
Connecticut
$10.2K
ISWM
809
Intesa Sanpaolo Wealth Management
$9.94K
RF
810
Rossby Financial
Florida
$9.86K
FMP
811
Financial Management Professionals
Texas
$9.61K
LFA
812
LGT Financial Advisors
Texas
$9.34K
SGK
813
Steigerwald Gordon & Koch
Virginia
$9.01K
WA
814
WPG Advisers
Maryland
$8.95K
WA
815
Whipplewood Advisors
Colorado
$8.75K
IWM
816
IMG Wealth Management
Florida
$8.29K
GKIM
817
GW&K Investment Management
Massachusetts
$8K
DIP
818
DT Investment Partners
Pennsylvania
$7.42K
BF
819
BOK Financial
Oklahoma
$7.29K
KAS
820
Kemnay Advisory Services
New York
$7.29K
AIC
821
Archer Investment Corporation
Indiana
$7.22K
CTWM
822
Cherry Tree Wealth Management
Minnesota
$7.16K
OAJ
823
Ogorek Anthony Joseph
New York
$7K
MCM
824
MV Capital Management
Maryland
$6.76K
MHR
825
Matthew Hamilton Rosenberg
$6.73K