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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
VWM
876
Vermillion Wealth Management
Minnesota
$1.39K
BFS
877
Bare Financial Services
Pennsylvania
$1.33K
RCM
878
Richardson Capital Management
Wisconsin
$1.33K
KFI
879
Key Financial Inc
Pennsylvania
$1.26K
NB
880
NBT Bank
New York
$1.26K
BIA
881
Bell Investment Advisors
California
$1.06K
CMA
882
Cedar Mountain Advisors
Oregon
$1.06K
PCM
883
Penserra Capital Management
California
$1K
RBC
884
Roble Belko & Company
Pennsylvania
$1K
NFSG
885
Newbridge Financial Services Group
Florida
$994
FHC
886
First Horizon Corporation
Tennessee
$994
APW
887
Aventura Private Wealth
Florida
$928
HIA
888
HFM Investment Advisors
New Jersey
$928
RIAS
889
Rachor Investment Advisory Services
Michigan
$862
1CP
890
1015 Capital Partners
Pennsylvania
$862
SWM
891
SHP Wealth Management
Massachusetts
$862
WPA
892
Wealth Preservation Advisors
Tennessee
$795
SGFG
893
Silver Grove Financial Group
New York
$795
UFF
894
USA Financial Formulas
Michigan
$729
WA
895
WestEnd Advisors
North Carolina
$663
ACM
896
Anfield Capital Management
California
$663
GSEP
897
Golden State Equity Partners
California
$662
UCB
898
United Community Bank
South Carolina
$597
WSFG
899
Wall Street Financial Group
Illinois
$597
QWM
900
Quaker Wealth Management
New Jersey
$531