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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
AC
951
AlphaCore Capital
California
1M
952
1248 Management
Missouri
AO
953
Advisor OS
Illinois
GCA
954
Greenwood Capital Associates
South Carolina
CG
955
Cynosure Group
Utah
XT
956
XTX Topco
Cayman Islands
FPAS
957
Focus Partners Advisor Solutions
Missouri
PMAM
958
Picton Mahoney Asset Management
Ontario, Canada
WF
959
Willow Financial
Arkansas
AWM
960
Axxcess Wealth Management
California
TVPW
961
Third View Private Wealth
Connecticut
DAS
962
Diversify Advisory Services
Utah
SI
963
Severin Investments
Missouri
EFP
964
Elser Financial Planning
Indiana
BFM
965
Boothbay Fund Management
New York
IA
966
IFG Advisory
Georgia
PCA
967
Pallas Capital Advisors
Massachusetts
SCM
968
Stevens Capital Management
Pennsylvania
ACM
969
Avalon Capital Management
California
HAG
970
HighPoint Advisor Group
Illinois
HW
971
Hamilton Wealth
California
Fisher Asset Management
972
Fisher Asset Management
Washington
PCP
973
Perbak Capital Partners
United Kingdom
PA
974
Profund Advisors
Maryland
MW
975
Marble Wealth
Alabama