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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
ACM
901
Anfield Capital Management
California
$663
WA
902
WestEnd Advisors
North Carolina
$663
GSEP
903
Golden State Equity Partners
California
$662
UCB
904
United Community Bank
South Carolina
$597
WSFG
905
Wall Street Financial Group
Illinois
$597
QWM
906
Quaker Wealth Management
New Jersey
$531
NRG
907
Nemes Rush Group
Michigan
$398
SA
908
Seneschal Advisors
Washington
$398
VWA
909
Valued Wealth Advisors
Utah
$398
IWS
910
Intentional Wealth Strategies
Colorado
$331
ACA
911
American Capital Advisory
Idaho
$266
NWS
912
Nvest Wealth Strategies
Ohio
$266
CW
913
Curio Wealth
Maryland
$199
NF
914
Napier Financial
Massachusetts
$199
AWM
915
Abound Wealth Management
Tennessee
$171
AIM
916
Arcadia Investment Management
Michigan
$133
SWA
917
SOA Wealth Advisors
New York
$68
TFM
918
TFC Financial Management
Massachusetts
$67
3FI
919
3 Factor Indexing
California
$67
YDMI
920
Y.D. More Investments
Israel
$40
Norges Bank
921
Norges Bank
Norway
AT
922
Arbejdsmarkedets Tillaegspension
RA
923
Royce & Associates
New York
CLGM
924
Capitolis Liquid Global Markets
New York
MWM
925
Moran Wealth Management
Florida