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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$17.4M -$417K -6,220 -2%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$17.1M +$151K +2,259 +0.9%
GGHC
103
Gilder Gagnon Howe & Co
New York
$16.9M -$28K -418 -0.2%
Canada Life
104
Canada Life
Manitoba, Canada
$16.5M -$247K -3,683 -2%
HCM
105
Hutchinson Capital Management
California
$16.4M -$68.8K -1,027 -0.4%
LPL Financial
106
LPL Financial
California
$16.3M -$853K -12,729 -5%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$16.2M +$2.26M +33,730 +17%
TA
108
Townsend & Associates
Colorado
$16M +$366K +5,463 +3%
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$15.9M -$1.34M -19,941 -8%
SAM
110
Storebrand Asset Management
Norway
$15.6M -$2.49M -37,192 -14%
SG Americas Securities
111
SG Americas Securities
New York
$15.4M -$13.9M -207,048 -49%
American Century Companies
112
American Century Companies
Missouri
$15.2M +$2.14M +32,008 +17%
CRC
113
Curi RMB Capital
Illinois
$15.1M -$7.97K -119 -0.1%
GAM
114
Gotham Asset Management
New York
$14.6M +$2.65M +39,591 +24%
IP
115
Isthmus Partners
Wisconsin
$14.6M +$144K +2,144 +1%
AS
116
Aware Super
Australia
$14.6M -$10.6M -158,352 -43%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$14.3M +$1.47M +21,953 +12%
Universal-Beteiligungs- und Servicegesellschaft
118
Universal-Beteiligungs- und Servicegesellschaft
Germany
$13.6M -$2.62M -39,153 -17%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$13.5M +$235K +3,513 +2%
SAM
120
Stansberry Asset Management
Texas
$13.4M -$267K -3,991 -2%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$13.3M -$2.53M -37,746 -17%
Aviva
122
Aviva
United Kingdom
$12.8M -$4.53M -67,566 -27%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$12.8M -$2.5M -37,327 -17%
GIA
124
GHP Investment Advisors
Colorado
$12.7M +$49.9K +745 +0.4%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$11.9M +$3.46M +51,670 +44%

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.