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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
DIA
201
Dean Investment Associates
Ohio
$4.71M +$78.4K +1,170 +2%
SLAM
202
Swiss Life Asset Management
$4.71M +$373K +5,566 +9%
MIM
203
MetLife Investment Management
New Jersey
$4.67M -$150K -2,237 -3%
Ensign Peak Advisors
204
Ensign Peak Advisors
Utah
$4.59M -$2.28M -34,077 -34%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.58M -$298K -4,448 -6%
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.56M -$51.4K -767 -1%
NW
207
NewEdge Wealth
Pennsylvania
$4.55M -$772K -11,520 -15%
HighTower Advisors
208
HighTower Advisors
Illinois
$4.54M +$90.1K +1,344 +2%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$4.53M +$448K +6,684 +12%
Capital Fund Management (CFM)
210
Capital Fund Management (CFM)
France
$4.53M +$4.3M +64,173 New
NVIM
211
New Vernon Investment Management
Illinois
$4.52M
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$4.51M +$286K +4,261 +7%
KAS
213
Kestra Advisory Services
Texas
$4.47M -$291K -4,349 -6%
MSV
214
MN Services Vermogensbeheer
Netherlands
$4.42M -$3.63M -54,200 -46%
ProShare Advisors
215
ProShare Advisors
Maryland
$4.37M +$99.4K +1,484 +2%
Retirement Systems of Alabama
216
Retirement Systems of Alabama
Alabama
$4.36M -$99.8K -1,489 -2%
ASRS
217
Arizona State Retirement System
Arizona
$4.35M -$360K -5,372 -8%
SM
218
Sciencast Management
New Jersey
$4.3M -$2.3M -34,395 -36%
DnB Asset Management
219
DnB Asset Management
Norway
$4.29M +$3.08K +46 +0.1%
MG
220
Markel Group
Virginia
$4.28M
FG
221
Fairman Group
Pennsylvania
$4.22M +$417K +6,220 +12%
EWM
222
Empirical Wealth Management
Washington
$4.21M +$1.33M +19,876 +50%
Pathstone Holdings
223
Pathstone Holdings
New Jersey
$4.2M -$436K -6,511 -10%
SAM
224
SEB Asset Management
$4.19M -$12.3K -184 -0.3%
TI
225
Trexquant Investment
Connecticut
$3.99M -$7.55M -112,694 -67%

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.