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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
SIC
851
Salem Investment Counselors
North Carolina
$2.98K
SEP
852
Signature Equity Partners
Ohio
$2.94K
FUBT
853
First United Bank & Trust
Maryland
$2.85K
HHCP
854
Hilton Head Capital Partners
South Carolina
$2.85K
RWM
855
RMG Wealth Management
Wisconsin
$2.66K
CMBA
856
C.M. Bidwell & Associates
Hawaii
$2.65K
HFS
857
Hughes Financial Services
Virginia
$2.39K
PUI
858
Purpose Unlimited Inc
$2.32K
SRCM
859
Signature Resources Capital Management
California
$2.25K
FA
860
Fountainhead AM
New Jersey
$2.25K
OA
861
Operose Advisors
Wisconsin
$2.25K
SS
862
Sunbelt Securities
Texas
$2.06K
CFM
863
Cornerstone Financial Management
Massachusetts
$2.06K
AW
864
Avion Wealth
Texas
$2K
AUB
865
Atlantic Union Bankshares
Virginia
$1.99K
DF
866
Dunhill Financial
United Kingdom
$1.95K
ECM
867
Estabrook Capital Management
New York
$1.86K
JWM
868
JPL Wealth Management
Colorado
$1.86K
BH
869
Burk Holdings
Oklahoma
$1.86K
SFS
870
Sunrise Financial Services
Washington
$1.79K
CIAM
871
Caitong International Asset Management
Hong Kong
$1.79K
RWM
872
Rialto Wealth Management
New York
$1.66K
AP
873
Aspect Partners
Virginia
$1.59K
JGIA
874
Jackson Grant Investment Advisers
Connecticut
$1.59K
EWP
875
Elevation Wealth Partners
California
$1.46K