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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
DP
76
Dundas Partners
United Kingdom
$25.9M
AFIA
77
America First Investment Advisors
Nebraska
$25.2M
AS
78
Aware Super
Australia
$24.2M
APG Asset Management
79
APG Asset Management
Netherlands
$23.1M
ZIM
80
Zacks Investment Management
Illinois
$21.8M
FAF
81
Fjarde Ap-fonden
Sweden
$20.6M
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$20.6M
AllianceBernstein
83
AllianceBernstein
Tennessee
$20.5M
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$20.5M
WAM
85
Wallington Asset Management
Indiana
$20.4M
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$18.6M
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$18.5M
SAM
88
Silvercrest Asset Management
New York
$18.2M
Two Sigma Investments
89
Two Sigma Investments
New York
$18.1M
BWP
90
Barlow Wealth Partners
Kentucky
$18.1M
DB
91
Danske Bank
Denmark
$18M
QCM
92
Quantinno Capital Management
New York
$17.4M
PC
93
PhiloSmith Capital
Connecticut
$17.3M
SAM
94
Storebrand Asset Management
Norway
$17.1M
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$17M
FCM
96
Fairholme Capital Management
Florida
$17M
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$16.8M
Aviva
98
Aviva
United Kingdom
$16.5M
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$16.4M
IMRF
100
Illinois Municipal Retirement Fund
Illinois
$16.3M