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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
DF
926
DecisionPoint Financial
Arizona
$636 +$603 +9 New
UCB
927
United Community Bank
South Carolina
$635
QWM
928
Quaker Wealth Management
New Jersey
$635 +$67 +1 +13%
HWP
929
Highline Wealth Partners
California
$635 +$603 +9 New
ACA
930
American Capital Advisory
Idaho
$494 +$201 +3 +75%
SWAG
931
Spectrum Wealth Advisory Group
California
$494 +$469 +7 New
VWA
932
Valued Wealth Advisors
Utah
$427
SA
933
Seneschal Advisors
Washington
$424
VNA
934
Valley National Advisers
Pennsylvania
$424 +$402 +6 New
NRG
935
Nemes Rush Group
Michigan
$423
CIA
936
Cape Investment Advisory
Georgia
$423 +$402 +6 New
M
937
MOTCO
Texas
$423 +$402 +6 New
NL
938
NVWM LLC
Pennsylvania
$353 +$335 +5 New
CIAM
939
Caitong International Asset Management
Hong Kong
$282 -$1.54K -23 -85%
TFM
940
TFC Financial Management
Massachusetts
$212 +$134 +2 +200%
MCA
941
Maryland Capital Advisors
Maryland
$212 +$201 +3 New
CFM
942
Compass Financial Management
Florida
$141 +$134 +2 New
PMFA
943
Plante Moran Financial Advisors
Michigan
$141 +$134 +2 New
3FI
944
3 Factor Indexing
California
$71
SG
945
Sankala Group
Colorado
$70 +$67 +1 New
YDMI
946
Y.D. More Investments
Israel
$45 -$67 -1 -0.5%
MC
947
Maren Capital
Illinois
-$33.4M -504,611 Closed
WAM
948
Wallington Asset Management
Indiana
-$20.4M -308,444 Closed
HF
949
HRT Financial
New York
-$11.7M -176,640 Closed
Qube Research & Technologies (QRT)
950
Qube Research & Technologies (QRT)
United Kingdom
-$10.2M -154,049 Closed

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.