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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
DWP
1001
Destiny Wealth Partners
Florida
-$21.7K -327 Closed
GWSA
1002
Global Wealth Strategies & Associates
Colorado
-$10.6K -160 Closed
IAAG
1003
Innovative Asset Advisors Group
Connecticut
-$10.2K -153 Closed
CTA
1004
Colonial Trust Advisors
South Carolina
-$6.43K -97 Closed
LWMI
1005
Legacy Wealth Management (Idaho)
Idaho
-$6.3K -95 Closed
AA
1006
Addison Advisors
Vermont
-$6.03K -91 Closed
PPC
1007
Park Place Capital
Alabama
-$4.91K -74 Closed
PIP
1008
Philadelphia Investment Partners
New Jersey
-$4.59K -69 Closed
CFG
1009
Clayton Financial Group
Missouri
-$3.31K -50 Closed
SIS
1010
Sound Income Strategies
Florida
-$3.13K -48 Closed
FPB
1011
First PREMIER Bank
South Dakota
-$3K -43 Closed
RWM
1012
RMG Wealth Management
Wisconsin
-$2.66K -40 Closed
AUB
1013
Atlantic Union Bankshares
Virginia
-$1.99K -30 Closed
ECM
1014
Estabrook Capital Management
New York
-$1.86K -28 Closed
AP
1015
Aspect Partners
Virginia
-$1.59K -24 Closed
JGIA
1016
Jackson Grant Investment Advisers
Connecticut
-$1.59K -24 Closed
VWM
1017
Vermillion Wealth Management
Minnesota
-$1.39K -21 Closed
RCM
1018
Richardson Capital Management
Wisconsin
-$1.33K -20 Closed
NFSG
1019
Newbridge Financial Services Group
Florida
-$994 -15 Closed
RIAS
1020
Rachor Investment Advisory Services
Michigan
-$862 -13 Closed
WPA
1021
Wealth Preservation Advisors
Tennessee
-$795 -12 Closed
UFF
1022
USA Financial Formulas
Michigan
-$729 -11 Closed
GSEP
1023
Golden State Equity Partners
California
-$662 -10 Closed
WSFG
1024
Wall Street Financial Group
Illinois
-$597 -9 Closed
IWS
1025
Intentional Wealth Strategies
Colorado
-$331 -5 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.