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