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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
OL
976
Odyssean LLC
Connecticut
-$338K -5,098 Closed
MF
977
Manchester Financial
California
-$316K -4,763 Closed
BPWM
978
BCS Private Wealth Management
New Jersey
-$307K -4,639 Closed
SBFM
979
S-Bank Fund Management
Finland
-$280K -4,229 Closed
APG
980
Abacus Planning Group
South Carolina
-$273K -4,124 Closed
GS
981
GTS Securities
Florida
-$270K -4,069 Closed
AIM
982
Advyzon Investment Management
Illinois
-$267K -4,028 Closed
LCWP
983
Legacy Capital Wealth Partners
Arkansas
-$257K -3,880 Closed
Teacher Retirement System of Texas
984
Teacher Retirement System of Texas
Texas
-$244K -3,684 Closed
CA
985
Crumly & Associates
Illinois
-$228K -3,436 Closed
PFM
986
Patton Fund Management
Texas
-$225K -3,396 Closed
HP
987
Havemeyer Place
Connecticut
-$218K -3,294 Closed
IAP
988
Indie Asset Partners
Indiana
-$217K -3,273 Closed
LCM
989
Laurion Capital Management
New York
-$216K -3,255 Closed
AWA
990
Aaron Wealth Advisors
Illinois
-$211K -3,184 Closed
SC
991
Sapient Capital
Indiana
-$209K -3,147 Closed
Koshinski Asset Management
992
Koshinski Asset Management
Illinois
-$208K -3,145 Closed
PW
993
PUREfi Wealth
Massachusetts
-$204K -3,082 Closed
GAA
994
Global Assets Advisory
Florida
-$183K -2,761 Closed
AGWCA
995
Annis Gardner Whiting Capital Advisors
Florida
-$112K -1,693 Closed
BCV
996
Banque Cantonale Vaudoise
Switzerland
-$66K -997 Closed
RFP
997
Root Financial Partners
California
-$54.7K -825 Closed
Walleye Capital
998
Walleye Capital
New York
-$41.4K -625 Closed
Loomis, Sayles & Company
999
Loomis, Sayles & Company
Massachusetts
-$39.7K -599 Closed
TPWA
1000
Twin Peaks Wealth Advisors
California
-$22.1K -333 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.