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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
SFS
876
Sunrise Financial Services
Washington
$1.79K
CIAM
877
Caitong International Asset Management
Hong Kong
$1.79K
RWM
878
Rialto Wealth Management
New York
$1.66K
AP
879
Aspect Partners
Virginia
$1.59K
JGIA
880
Jackson Grant Investment Advisers
Connecticut
$1.59K
EWP
881
Elevation Wealth Partners
California
$1.46K
VWM
882
Vermillion Wealth Management
Minnesota
$1.39K
BFS
883
Bare Financial Services
Pennsylvania
$1.33K
RCM
884
Richardson Capital Management
Wisconsin
$1.33K
KFI
885
Key Financial Inc
Pennsylvania
$1.26K
NB
886
NBT Bank
New York
$1.26K
BIA
887
Bell Investment Advisors
California
$1.06K
CMA
888
Cedar Mountain Advisors
Oregon
$1.06K
PCM
889
Penserra Capital Management
California
$1K
RBC
890
Roble Belko & Company
Pennsylvania
$1K
NFSG
891
Newbridge Financial Services Group
Florida
$994
FHC
892
First Horizon Corporation
Tennessee
$994
APW
893
Aventura Private Wealth
Florida
$928
HIA
894
HFM Investment Advisors
New Jersey
$928
1CP
895
1015 Capital Partners
Pennsylvania
$862
RIAS
896
Rachor Investment Advisory Services
Michigan
$862
SWM
897
SHP Wealth Management
Massachusetts
$862
WPA
898
Wealth Preservation Advisors
Tennessee
$795
SGFG
899
Silver Grove Financial Group
New York
$795
UFF
900
USA Financial Formulas
Michigan
$729