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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
Victory Capital Management
76
Victory Capital Management
Texas
$29M -$4.07M -60,742 -13%
DP
77
Dundas Partners
United Kingdom
$27.5M
QCM
78
Quantinno Capital Management
New York
$27.5M +$8.49M +126,684 +48%
AFIA
79
America First Investment Advisors
Nebraska
$27.1M +$219K +3,270 +0.9%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$26.7M +$17.9M +266,956 +241%
Franklin Resources
81
Franklin Resources
California
$26.4M -$1.23M -18,409 -5%
CIBC Asset Management
82
CIBC Asset Management
Ontario, Canada
$26M +$19M +283,212 +334%
SAM
83
Silvercrest Asset Management
New York
$25.7M +$6.06M +90,500 +33%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$25.3M +$11.9M +178,050 +99%
APG Asset Management
85
APG Asset Management
Netherlands
$24M -$863K -12,876 -3%
ZIM
86
Zacks Investment Management
Illinois
$23.5M +$354K +5,279 +2%
Bank of Nova Scotia
87
Bank of Nova Scotia
Ontario, Canada
$22.3M +$413K +6,166 +2%
Credit Agricole
88
Credit Agricole
France
$22.3M +$17.7M +264,246 +515%
CLGM
89
Capitolis Liquid Global Markets
New York
$21.7M +$20.6M +308,000 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$21.2M +$3.53M +52,686 +21%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$20.5M +$6M +89,551 +45%
BWP
92
Barlow Wealth Partners
Kentucky
$19.3M +$69.1K +1,031 +0.4%
AllianceBernstein
93
AllianceBernstein
Tennessee
$19.1M -$268K -3,993 -1%
FAF
94
Fjarde Ap-fonden
Sweden
$19M -$2.8M -41,800 -13%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$18.7M -$858K -12,809 -5%
DB
96
Danske Bank
Denmark
$18.3M -$804K -12,000 -4%
PC
97
PhiloSmith Capital
Connecticut
$18.3M -$67K -1,000 -0.4%
FCM
98
Fairholme Capital Management
Florida
$18.1M
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$17.9M +$6.33M +94,453 +59%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$17.6M -$529K -7,890 -3%

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.