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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
WWM
826
Wolff Wiese Magana
California
$6.7K
RDFA
827
Ritter Daniher Financial Advisory
Ohio
$6.5K
CTA
828
Colonial Trust Advisors
South Carolina
$6.43K
CJ
829
Caitlin John
Michigan
$6.36K
CWP
830
Clark Wealth Partners
Illinois
$6.3K
LWMI
831
Legacy Wealth Management (Idaho)
Idaho
$6.3K
TWD
832
True Wealth Design
Ohio
$6.1K
AA
833
Addison Advisors
Vermont
$6.03K
WETS
834
Wealth Enhancement Trust Services
South Dakota
$5.9K
SC
835
SouthState Corp
Florida
$5.83K
FCAS
836
First Command Advisory Services
Texas
$5.7K
TVWM
837
Tower View Wealth Management
Wisconsin
$5.04K
MWM
838
Mascoma Wealth Management
New Hampshire
$4.97K
PPC
839
Park Place Capital
Alabama
$4.91K
SL
840
Salomon & Ludwin
Virginia
$4.62K
CPG
841
Cornerstone Planning Group
New Jersey
$4.59K
PIP
842
Philadelphia Investment Partners
New Jersey
$4.59K
SIC
843
SJS Investment Consulting
Ohio
$4.44K
SS
844
SBI Securities
Japan
$4.31K
USB
845
Union Savings Bank
Connecticut
$3.98K
EP
846
Essential Partners
California
$3.84K
DPW
847
DiNuzzo Private Wealth
Pennsylvania
$3.71K
BHWM
848
Bay Harbor Wealth Management
Maryland
$3.58K
WA
849
Westfuller Advisors
New York
$3.47K
CFG
850
Clayton Financial Group
Missouri
$3.31K