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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
BWS
826
Buck Wealth Strategies
Colorado
$15.2K +$14.4K +215 New
HBW
827
Hazlett, Burt & Watson
West Virginia
$15K -$10.1K -150 -42%
DJSG
828
D.J. St. Germain
Massachusetts
$14K
SS
829
SBI Securities
Japan
$13.8K +$8.71K +130 +200%
IFWM
830
Institute for Wealth Management
Colorado
$13.6K +$12.9K +193 New
SWM
831
Spire Wealth Management
Virginia
$13.5K
CHC
832
City Holding Co
West Virginia
$13.4K
GWS
833
Greykasell Wealth Strategies
California
$12.6K
AFC
834
Ares Financial Consulting
California
$12.3K
GKIM
835
GW&K Investment Management
Massachusetts
$12K +$2.81K +42 +34%
OCWP
836
Owl Creek Wealth Partners
Colorado
$12K +$335 +5 +3%
SA
837
SRH Advisors
Kansas
$11.5K
IWM
838
IMG Wealth Management
Florida
$11.5K +$2.55K +38 +30%
MA
839
MCF Advisors
Kentucky
$11.4K
BIAS
840
Beacon Investment Advisory Services
New Jersey
$11.1K
ISWM
841
Intesa Sanpaolo Wealth Management
$10.6K
FMP
842
Financial Management Professionals
Texas
$10.3K
RF
843
Rossby Financial
Florida
$10.1K -$536 -8 -5%
LAS
844
Lloyd Advisory Services
Georgia
$9.95K +$9.45K +141 New
SGK
845
Steigerwald Gordon & Koch
Virginia
$9.59K
WPA
846
West Paces Advisors
Georgia
$9.1K +$8.64K +129 New
PB
847
Prosperity Bancshares
Texas
$8.75K +$8.31K +124 New
MCM
848
MV Capital Management
Maryland
$8.39K +$1.14K +17 +17%
KAS
849
Kemnay Advisory Services
New York
$8.18K +$402 +6 +5%
WA
850
WPG Advisers
Maryland
$8.04K -$1.41K -21 -16%

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.