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W.R. Berkley

920 hedge funds and large institutions have $18.5B invested in W.R. Berkley in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 243 increasing their positions, 421 reducing their positions, and 106 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: 947920 (-27)

7% less capital invested

Capital invested by funds: $20B → $18.5B (-$1.48B)

42% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 421

Holders
920
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
FHA
1001
Flagship Harbor Advisors
Massachusetts
QL
1002
Quarry LP
New York
CFS
1003
Compass Financial Services
Iowa
NL
1004
Navalign LLC
California
FAMI
1005
Fideuram Asset Management (Ireland)
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
IIM
1007
IFC & Insurance Marketing
California
EW
1008
Elyxium Wealth
California
BW
1009
Bravera Wealth
North Dakota
Group One Trading
1010
Group One Trading
Illinois
WWA
1011
Wealth Watch Advisors
Colorado
HHMI
1012
Howard Hughes Medical Institute
Maryland
FC
1013
Family CFO
California
QA
1014
Quattro Advisors
Pennsylvania
LB
1015
Legacy Bridge
Iowa
CIAS
1016
CBIZ Investment Advisory Services
Ohio
HFM
1017
Harvest Fund Management
China
VNA
1018
Valley National Advisers
Pennsylvania
RS
1019
Rakuten Securities
Japan
WW
1020
Winnow Wealth
Texas
APW
1021
Atlantic Private Wealth
North Carolina
HWP
1022
Highline Wealth Partners
California
LIA
1023
Luken Investment Analytics
Tennessee
NL
1024
NVWM LLC
Pennsylvania
NL
1025
NorthAvenue LLC
Ohio