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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
SI
126
Stephens Inc
Arkansas
$11.8M -$122K -1,816 -1%
SEI Investments
127
SEI Investments
Pennsylvania
$11.7M -$536K -7,995 -5%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$11.6M -$2.17M -32,420 -16%
STCG
129
Speece Thorson Capital Group
Minnesota
$11.5M +$2.06M +30,700 +23%
FSG
130
Financial Strategies Group
Michigan
$11.4M +$503K +7,501 +5%
Korea Investment Corp
131
Korea Investment Corp
South Korea
$11.3M -$3.66M -54,573 -25%
PCM
132
Prana Capital Management
Connecticut
$11M +$1.13M +16,896 +12%
AssetMark Inc
133
AssetMark Inc
California
$10.9M +$1.54M +23,010 +17%
Creative Planning
134
Creative Planning
Kansas
$10.6M +$2.3M +34,386 +30%
BPMC
135
Buckland Partners Management Co
New York
$10.6M
VCA
136
Verdence Capital Advisors
Maryland
$10.4M +$2.36M +35,207 +32%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$10.2M +$2.14M +31,873 +28%
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$10.2M -$1.84M -27,440 -16%
ERIC
139
Eagle Rock Investment Company
Georgia
$10M +$795K +11,870 +9%
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$10M -$327K -4,873 -3%
Prudential Financial
141
Prudential Financial
New Jersey
$9.76M -$314K -4,688 -3%
GF
142
Gabelli Funds
New York
$9.76M -$161K -2,403 -2%
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$9.65M +$3.65M +54,397 +66%
Marshall Wace
144
Marshall Wace
United Kingdom
$9.61M +$7.01M +104,687 +331%
FCM
145
Frontier Capital Management
Massachusetts
$9.42M -$397K -5,920 -4%
GP
146
Greenline Partners
New York
$9.4M +$3.2M +47,732 +56%
Corient Private Wealth
147
Corient Private Wealth
Florida
$9.11M +$887K +13,233 +11%
New York State Common Retirement Fund
148
New York State Common Retirement Fund
New York
$9.1M -$317K -4,725 -4%
CIM
149
Corbyn Investment Management
Maryland
$9.03M -$7.84K -117 -0.1%
MIC
150
Means Investment Company
Maine
$8.92M +$12.5K +186 +0.1%

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.