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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
MSI
1
Mitsui Sumitomo Insurance
Japan
$4.15B
BlackRock
2
BlackRock
New York
$1.55B -$90.2M -1,345,982 -6%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$1.32B -$15.7M -234,872 -1%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$1.03B -$13.4M -199,262 -1%
State Street
5
State Street
Massachusetts
$1B -$18.7M -278,782 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$588M +$2.62M +39,067 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$582M -$145M -2,159,675 -21%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$450M -$93.5M -1,395,149 -18%
Invesco
9
Invesco
Georgia
$355M -$1.57M -23,481 -0.5%
Goldman Sachs
10
Goldman Sachs
New York
$293M +$87.6M +1,306,932 +46%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$285M +$18.3M +273,666 +7%
Wells Fargo
12
Wells Fargo
California
$262M -$4.6M -68,708 -2%
AQR Capital Management
13
AQR Capital Management
Connecticut
$260M +$123M +1,832,055 +99%
First Trust Advisors
14
First Trust Advisors
Illinois
$256M -$23.3M -348,071 -9%
Norges Bank
15
Norges Bank
Norway
$222M +$211M +3,148,633 New
Bank of America
16
Bank of America
North Carolina
$201M -$3.69M -55,109 -2%
UBS Group
17
UBS Group
Switzerland
$200M -$29M -432,454 -13%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$183M +$120M +1,785,433 +222%
Northern Trust
19
Northern Trust
Illinois
$180M -$10.2M -152,697 -6%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$162M -$3.82K -57 -0%
JP Morgan Chase
21
JP Morgan Chase
New York
$153M -$75M -1,119,487 -34%
PCH
22
Polar Capital Holdings
United Kingdom
$150M -$9.72M -145,000 -6%
Royal London Asset Management
23
Royal London Asset Management
United Kingdom
$149M -$11.3M -169,334 -7%
UBS AM
24
UBS AM
Illinois
$144M -$8.97M -133,870 -6%
Two Sigma Investments
25
Two Sigma Investments
New York
$142M +$117M +1,740,369 +638%

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.