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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
TAF
951
Tredje AP-fonden
Sweden
-$7.94M -119,735 Closed
DWM
952
Dakota Wealth Management
Florida
-$6.73M -101,504 Closed
SW
953
SteelPeak Wealth
California
-$3.49M -52,609 Closed
TC
954
TwinBeech Capital
New York
-$2.39M -36,100 Closed
VIA
955
Virtus Investment Advisers
Connecticut
-$1.87M -28,228 Closed
JF
956
JSF Financial
California
-$1.23M -18,525 Closed
GLA
957
Great Lakes Advisors
Illinois
-$1M -15,105 Closed
QC
958
Quadrature Capital
United Kingdom
-$994K -15,003 Closed
WAM
959
Weiss Asset Management
Massachusetts
-$985K -14,858 Closed
NFG
960
Nations Financial Group
Iowa
-$975K -14,713 Closed
BSL
961
Blue Sparrow LLC
Delaware
-$956K -14,430 Closed
VT
962
Vise Technologies
New York
-$974K -13,885 Closed
IG
963
ING Group
Netherlands
-$897K -13,532 Closed
OQS
964
Occudo Quantitative Strategies
Florida
-$793K -11,863 Closed
EAM
965
Empirical Asset Management
Massachusetts
-$688K -10,373 Closed
VF
966
Virtu Financial
New York
-$666K -10,043 Closed
VCM
967
Voleon Capital Management
California
-$627K -9,456 Closed
AU
968
AlphaGrep UK
-$554K -8,352 Closed
OAM
969
Oxford Asset Management
United Kingdom
-$551K -8,310 Closed
TCM
970
Tufton Capital Management
Maryland
-$489K -7,385 Closed
PA
971
Procyon Advisors
Connecticut
-$466K -7,027 Closed
SC
972
SummitTX Capital
Texas
-$364K -5,489 Closed
CCS
973
Concentric Capital Strategies
Connecticut
-$353K -5,327 Closed
BFIM
974
Beese Fulmer Investment Management
Ohio
-$340K -5,130 Closed
GCM
975
Gallacher Capital Management
Colorado
-$340K -5,128 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.