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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
TWD
826
True Wealth Design
Ohio
$6.1K
AA
827
Addison Advisors
Vermont
$6.03K
WETS
828
Wealth Enhancement Trust Services
South Dakota
$5.9K
SC
829
SouthState Corp
Florida
$5.83K
FCAS
830
First Command Advisory Services
Texas
$5.7K
TVWM
831
Tower View Wealth Management
Wisconsin
$5.04K
MWM
832
Mascoma Wealth Management
New Hampshire
$4.97K
PPC
833
Park Place Capital
Alabama
$4.91K
SL
834
Salomon & Ludwin
Virginia
$4.62K
CPG
835
Cornerstone Planning Group
New Jersey
$4.59K
PIP
836
Philadelphia Investment Partners
New Jersey
$4.59K
SIC
837
SJS Investment Consulting
Ohio
$4.44K
SS
838
SBI Securities
Japan
$4.31K
USB
839
Union Savings Bank
Connecticut
$3.98K
EPL
840
Essential Partners LLC
California
$3.84K
DPW
841
DiNuzzo Private Wealth
Pennsylvania
$3.71K
BHWM
842
Bay Harbor Wealth Management
Maryland
$3.58K
WA
843
Westfuller Advisors
New York
$3.47K
CFG
844
Clayton Financial Group
Missouri
$3.31K
SSG
845
Summit Securities Group
New York
$3.25K
SIS
846
Sound Income Strategies
Florida
$3.13K
KG
847
Kilter Group
New York
$3.12K
GEA
848
Glen Eagle Advisors
New Jersey
$3.1K
S
849
Sachetta
Massachusetts
$3.05K
FPB
850
First PREMIER Bank
South Dakota
$3K