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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
MCM
151
Mattern Capital Management
Colorado
$8.89M +$885K +13,205 +12%
KK
152
KLP Kapitalforvaltning
Norway
$8.76M +$878K +13,100 +12%
Eagle Capital Management (New York)
153
Eagle Capital Management (New York)
New York
$8.71M
Macquarie Group
154
Macquarie Group
Australia
$8M +$5.78M +86,293 +318%
Ameriprise
155
Ameriprise
Minnesota
$7.95M -$128K -1,914 -2%
Vanguard Investments Australia
156
Vanguard Investments Australia
Australia
$7.9M -$751K -11,201 -9%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$7.83M -$50.6K -755 -0.7%
Asset Management One
158
Asset Management One
Japan
$7.69M -$356K -5,308 -5%
Wealthfront Advisers
159
Wealthfront Advisers
California
$7.69M +$6.07M +90,548 +491%
KBC Group
160
KBC Group
Belgium
$7.61M -$795K -11,869 -10%
TY
161
Titiun Yejiel
$7.5M
P
162
&Partners
Tennessee
$7.39M +$2.61M +39,012 +59%
ICP
163
Ilex Capital Partners
United Kingdom
$7.18M +$6.82M +101,847 New
Mariner
164
Mariner
Kansas
$7.15M +$5.02M +74,849 +283%
BEI
165
Benjamin Edwards Inc
Missouri
$7.08M -$433K -6,462 -6%
7CM
166
7G Capital Management
New York
$7.05M
BC
167
Burney Company
Virginia
$6.94M -$29.8K -444 -0.4%
RAM
168
Resona Asset Management
Japan
$6.92M -$1.37M -20,498 -17%
TD Asset Management
169
TD Asset Management
Ontario, Canada
$6.83M -$3.52M -52,526 -35%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$6.82M +$25.5K +380 +0.4%
CBU
171
CIBC Bancorp USA
Illinois
$6.77M -$965K -14,408 -13%
DILIC
172
Dai-ichi Life Insurance Company
Japan
$6.45M +$646K +9,639 +12%
GI
173
GAMCO Investors
Connecticut
$6.41M -$25.8K -385 -0.4%
B
174
BloombergSen
Ontario, Canada
$6.27M -$38.1M -568,333 -86%
Rafferty Asset Management
175
Rafferty Asset Management
New York
$6.04M +$887K +13,233 +18%

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.