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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
DIP
851
DT Investment Partners
Pennsylvania
$7.9K
KFG
852
Kingdom Financial Group
Arizona
$7.9K +$7.5K +112 New
LFA
853
LGT Financial Advisors
Texas
$7.9K -$1.94K -29 -21%
RBI
854
Raiffeisen Bank International
Austria
$7.74K -$50.6K -755 -87%
AIC
855
Archer Investment Corporation
Indiana
$7.69K
CA
856
Continuum Advisory
Idaho
$7.69K +$7.3K +109 New
MHR
857
Matthew Hamilton Rosenberg
$7.17K
WWM
858
Wolff Wiese Magana
California
$7.12K
OAJ
859
Ogorek Anthony Joseph
New York
$7K
CWP
860
Clark Wealth Partners
Illinois
$6.97K +$201 +3 +3%
RDFA
861
Ritter Daniher Financial Advisory
Ohio
$6.91K
CJ
862
Caitlin John
Michigan
$6.77K
ZBNA
863
Zions Bancorporation, National Association
Utah
$6.35K -$5.7K -85 -49%
S
864
Sachetta
Massachusetts
$6.28K +$2.88K +43 +93%
SGFG
865
Silver Grove Financial Group
New York
$6.13K +$5.03K +75 +625%
RWM
866
Raffa Wealth Management
District of Columbia
$6K +$67 +1 +1%
MWM
867
Mascoma Wealth Management
New Hampshire
$5.29K
KG
868
Kilter Group
New York
$5.29K +$1.88K +28 +60%
RWM
869
Rialto Wealth Management
New York
$5.15K +$3.22K +48 +192%
BHWM
870
Bay Harbor Wealth Management
Maryland
$5.08K +$1.21K +18 +33%
SC
871
SouthState Corp
Florida
$5.01K -$1.14K -17 -19%
AW
872
Avion Wealth
Texas
$5K +$2.68K +40 +105%
SL
873
Salomon & Ludwin
Virginia
$4.95K
FCAS
874
First Command Advisory Services
Texas
$4.94K -$1.07K -16 -19%
CCMI
875
Creative Capital Management Investments
California
$4.87K +$4.62K +69 New

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.