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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
BIAS
801
Beacon Investment Advisory Services
New Jersey
$10.4K
IAAG
802
Innovative Asset Advisors Group
Connecticut
$10.2K
ISWM
803
Intesa Sanpaolo Wealth Management
$9.94K
RF
804
Rossby Financial
Florida
$9.86K
FMP
805
Financial Management Professionals
Texas
$9.61K
LFA
806
LGT Financial Advisors
Texas
$9.34K
SGK
807
Steigerwald Gordon & Koch
Virginia
$9.01K
WA
808
WPG Advisers
Maryland
$8.95K
WA
809
Whipplewood Advisors
Colorado
$8.75K
IWM
810
IMG Wealth Management
Florida
$8.29K
GKIM
811
GW&K Investment Management
Massachusetts
$8K
DIP
812
DT Investment Partners
Pennsylvania
$7.42K
BF
813
BOK Financial
Oklahoma
$7.29K
KAS
814
Kemnay Advisory Services
New York
$7.29K
AIC
815
Archer Investment Corporation
Indiana
$7.22K
CTWM
816
Cherry Tree Wealth Management
Minnesota
$7.16K
OAJ
817
Ogorek Anthony Joseph
New York
$7K
MCM
818
MV Capital Management
Maryland
$6.76K
MHR
819
Matthew Hamilton Rosenberg
$6.73K
WWM
820
Wolff Wiese Magana
California
$6.7K
RDFA
821
Ritter Daniher Financial Advisory
Ohio
$6.5K
CTA
822
Colonial Trust Advisors
South Carolina
$6.43K
CJ
823
Caitlin John
Michigan
$6.36K
CWP
824
Clark Wealth Partners
Illinois
$6.3K
LWMI
825
Legacy Wealth Management (Idaho)
Idaho
$6.3K