We are live on ! Find out more
WRB icon

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
SSG
851
Summit Securities Group
New York
$3.25K
SIS
852
Sound Income Strategies
Florida
$3.13K
KG
853
Kilter Group
New York
$3.12K
GEA
854
Glen Eagle Advisors
New Jersey
$3.1K
S
855
Sachetta
Massachusetts
$3.05K
FPB
856
First PREMIER Bank
South Dakota
$3K
SIC
857
Salem Investment Counselors
North Carolina
$2.98K
SEP
858
Signature Equity Partners
Ohio
$2.94K
FUBT
859
First United Bank & Trust
Maryland
$2.85K
HHCP
860
Hilton Head Capital Partners
South Carolina
$2.85K
RWM
861
RMG Wealth Management
Wisconsin
$2.66K
CMBA
862
C.M. Bidwell & Associates
Hawaii
$2.65K
HFS
863
Hughes Financial Services
Virginia
$2.39K
PUI
864
Purpose Unlimited Inc
$2.32K
SRCM
865
Signature Resources Capital Management
California
$2.25K
FA
866
Fountainhead AM
New Jersey
$2.25K
OA
867
Operose Advisors
Wisconsin
$2.25K
SS
868
Sunbelt Securities
Texas
$2.06K
CFM
869
Cornerstone Financial Management
Massachusetts
$2.06K
AW
870
Avion Wealth
Texas
$2K
AUB
871
Atlantic Union Bankshares
Virginia
$1.99K
DF
872
Dunhill Financial
United Kingdom
$1.95K
BH
873
Burk Holdings
Oklahoma
$1.86K
ECM
874
Estabrook Capital Management
New York
$1.86K
JWM
875
JPL Wealth Management
Colorado
$1.86K