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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
WA
876
Whipplewood Advisors
Colorado
$4.8K -$4.29K -64 -48%
SSG
877
Summit Securities Group
New York
$4.8K +$1.27K +19 +39%
AG
878
AmeriFlex Group
Nevada
$4.51K +$4.29K +64 New
CFM
879
Cornerstone Financial Management
Massachusetts
$4.3K +$2.01K +30 +97%
TVWM
880
Tower View Wealth Management
Wisconsin
$4.23K -$1.07K -16 -21%
HHCP
881
Hilton Head Capital Partners
South Carolina
$4.23K +$1.14K +17 +40%
EWP
882
Elevation Wealth Partners
California
$4.23K +$2.55K +38 +173%
USB
883
Union Savings Bank
Connecticut
$4.23K
DPW
884
DiNuzzo Private Wealth
Pennsylvania
$3.95K
HFS
885
Hughes Financial Services
Virginia
$3.88K +$1.27K +19 +53%
SWM
886
SHP Wealth Management
Massachusetts
$3.81K +$2.75K +41 +315%
WA
887
Westfuller Advisors
New York
$3.73K
NSIM
888
North Star Investment Management
Illinois
$3.38K +$3.22K +48 New
GEA
889
Glen Eagle Advisors
New Jersey
$3.3K
CPG
890
Cornerstone Planning Group
New Jersey
$3.26K -$1.68K -25 -36%
SIC
891
Salem Investment Counselors
North Carolina
$3.2K
SEP
892
Signature Equity Partners
Ohio
$3.12K
FUBT
893
First United Bank & Trust
Maryland
$3.03K
CMBA
894
C.M. Bidwell & Associates
Hawaii
$2.82K
OA
895
Operose Advisors
Wisconsin
$2.4K
SRCM
896
Signature Resources Capital Management
California
$2.4K
HIA
897
HFM Investment Advisors
New Jersey
$2.26K +$1.21K +18 +129%
CAM
898
Chesapeake Asset Management
New York
$2.19K +$2.08K +31 New
Q1WB
899
Quest 10 Wealth Builders
Virginia
$2.19K +$2.08K +31 New
DF
900
Dunhill Financial
United Kingdom
$2.18K +$67 +1 +3%

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.