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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
JWM
901
JPL Wealth Management
Colorado
$2.05K +$67 +1 +4%
MAM
902
Marquette Asset Management
Minnesota
$2.05K +$1.94K +29 New
MFS
903
Montgomery Financial Services
Maryland
$2.04K +$1.94K +29 New
PCM
904
Penserra Capital Management
California
$2K
BH
905
Burk Holdings
Oklahoma
$1.98K
SFS
906
Sunrise Financial Services
Washington
$1.9K
BIA
907
Bell Investment Advisors
California
$1.62K +$469 +7 +44%
QL
908
Quarry LP
New York
$1.62K +$1.54K +23 New
FGA
909
Fortis Group Advisors
New Jersey
$1.48K +$1.41K +21 New
LI
910
LRI Investments
Florida
$1.48K +$1.41K +21 New
PUI
911
Purpose Unlimited Inc
$1.41K -$1K -15 -43%
KFI
912
Key Financial Inc
Pennsylvania
$1.34K
NB
913
NBT Bank
New York
$1.34K
AWM
914
Activest Wealth Management
Florida
$1.2K +$1.14K +17 New
GA
915
GoalVest Advisory
New York
$1.2K +$1.14K +17 New
BFS
916
Bare Financial Services
Pennsylvania
$1.13K -$268 -4 -20%
CMA
917
Cedar Mountain Advisors
Oregon
$1.13K
1CP
918
1015 Capital Partners
Pennsylvania
$1.13K +$201 +3 +23%
NA
919
Networth Advisors
Pennsylvania
$1.13K +$1.07K +16 New
FHC
920
First Horizon Corporation
Tennessee
$1.06K
NWM
921
Navigoe Wealth Management
California
$1K +$1K +15 New
APW
922
Aventura Private Wealth
Florida
$987
KCM
923
Key Capital Management
Tennessee
$846 +$804 +12 New
WA
924
WestEnd Advisors
North Carolina
$705
PS
925
Planning Strategies
Pennsylvania
$705 +$670 +10 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.