W. R. Berkley Corporation: which funds bought and sold

Institutions that bought and sold W. R. Berkley shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 445 institutions that filed 13F reports for both quarters added to or opened positions in W. R. Berkley, and 407 cut or closed them. Together they sold a net 505K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.5M shares (+19.6%); index fund managers were net sellers of 2.2M shares (−2.5%). 109 opened a new position and 82 sold out entirely.

Bought, Q2 2026 445 institutions, 109 of them new holders Sold, Q2 2026 407 institutions, 82 of them sold out

Net change, all compared −505K shares (−0.2%)

Net change, active managers +4.5M shares (+19.6%), 27 bought, 32 sold

Buyers versus sellers

institutions compared, 1,016

445 bought 164 407 sold

Active managers and hedge funds 27 bought · 32 sold · +4.5M

Index fund managers 5 bought · 7 sold · −2.2M

Other institutions 413 bought · 368 sold · −2.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+1.8M +99.1%	3.7M	$260M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.8M +222.3%	2.6M	$183M
Two Sigma Investments, LP Hedge fund	+1.7M +637.5%	2.0M	$142M
Goldman Sachs Group Inc	+1.3M +45.8%	4.2M	$293M
Bristol Gate Capital Partners Inc.	+918K New position	918K	$64.7M
Squarepoint Ops LLC Hedge fund	+698K +1300.5%	751K	$53M
Healthcare Of Ontario Pension Plan Trust Fund	+543K +2899.8%	562K	$39.6M
Millennium Management LLC Hedge fund	+477K +103.9%	936K	$66M
Canada Pension Plan Investment Board	+433K New position	433K	$30.5M
BNP Paribas Financial Markets	+387K +66.5%	969K	$68.4M
Capitolis Liquid Global Markets LLC	+308K New position	308K	$21.7M
Cornerstone Investment Partners, LLC	+284K +26.9%	1.3M	$94.2M
CIBC Asset Management Inc	+283K +334.3%	368K	$26M
Dimensional Fund Advisors LP	+274K +7.3%	4.0M	$285M
Wealth Enhancement Advisory Services, LLC	+267K +240.8%	378K	$26.7M
Credit Agricole S A	+264K +515.3%	316K	$22.3M
BNP Paribas Asset Management Holding S.A.	+220K +114.3%	412K	$29M
Barclays PLC	+213K +17.4%	1.4M	$102M
Susquehanna Fundamental Investments, LLC	+178K +98.5%	359K	$25.3M
Deutsche Bank Ag\	+161K +14.1%	1.3M	$92.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+1.8M +99.1%	3.7M	$260M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.8M +222.3%	2.6M	$183M
Two Sigma Investments, LP Hedge fund	+1.7M +637.5%	2.0M	$142M
Squarepoint Ops LLC Hedge fund	+698K +1300.5%	751K	$53M
Millennium Management LLC Hedge fund	+477K +103.9%	936K	$66M
Tudor Investment Corp Et Al Hedge fund	+145K +34.0%	571K	$40.3M
Marshall Wace, LLP Hedge fund	+105K +330.9%	136K	$9.6M
D. E. Shaw & Co., Inc. Hedge fund	+90K +44.6%	290K	$20.5M
Citadel Advisors LLC Hedge fund	+82K +5.9%	1.5M	$104M
Capital Fund Management S.A. Hedge fund	+64K New position	64K	$4.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Morgan Stanley	−2.2M −20.7%	8.3M	$582M
Kayne Anderson Rudnick Investment Management LLC Active manager	−1.4M −18.0%	6.4M	$450M
Blackrock, Inc. Index funds	−1.3M −5.8%	21.9M	$1.5B
Jpmorgan Chase & Co	−1.1M −34.2%	2.2M	$153M
Pfa Pension, Forsikringsaktieselskab	−789K −99.7%	2,144	$151,216
Bank Of New York Mellon Corp	−686K −33.7%	1.3M	$95M
Bloombergsen Inc.	−568K −86.5%	89K	$6.3M
Maren Capital LLC Hedge fund	−505K Sold out	0	—
Principal Financial Group Inc	−457K −23.8%	1.5M	$103M
UBS Group AG	−432K −13.2%	2.8M	$200M
First Trust Advisors LP	−348K −8.8%	3.6M	$256M
Eulav Asset Management	−324K −26.3%	906K	$63.9M
Wallington Asset Management, LLC	−308K Sold out	0	—
State Street Corp Index funds	−279K −1.9%	14.1M	$1B
Legal & General Group PLC	−272K −14.5%	1.6M	$113M
Vanguard Capital Management LLC Index funds	−235K −1.2%	18.7M	$1.3B
SG Americas Securities, LLC	−207K −48.7%	218K	$15.4M
Vanguard Portfolio Management LLC Index funds	−199K −1.4%	14.6M	$1B
HRT Financial LP	−177K Sold out	0	—
Royal London Asset Management Ltd	−169K −7.4%	2.1M	$149M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Kayne Anderson Rudnick Investment Management LLC Active manager	−1.4M −18.0%	6.4M	$450M
Maren Capital LLC Hedge fund	−505K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−154K Sold out	0	—
Polar Capital Holdings PLC Active manager	−145K −6.4%	2.1M	$150M
Quantbot Technologies LP Hedge fund	−128K −74.4%	44K	$3.1M
Trexquant Investment LP Hedge fund	−113K −66.6%	57K	$4M
Victory Capital Management Inc Active manager	−61K −12.9%	412K	$29M
Schonfeld Strategic Advisors LLC Hedge fund	−59K −86.5%	9,278	$654,376
Man Group PLC Hedge fund	−40K −62.8%	24K	$1.7M
Los Angeles Capital Management LLC Active manager	−37K −96.6%	1,311	$92,465

New positions

largest by value

Institution	Shares	Value June 30, 2026
Bristol Gate Capital Partners Inc.	918K	$64.7M
Canada Pension Plan Investment Board	433K	$30.5M
Capitolis Liquid Global Markets LLC	308K	$21.7M
Ilex Capital Partners (UK) LLP	102K	$7.2M
Natixis	69K	$4.9M
Capital Fund Management S.A.Hedge fund	64K	$4.5M
Fideuram Asset Management (Ireland) Dac	58K	$3.9M
Rakuten Investment Management, Inc.	44K	$3.1M
Value Partners Investments Inc.	43K	$3M
Numerai Gp LLC	40K	$2.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Maren Capital LLCHedge fund	505K	$33.4M
Wallington Asset Management, LLC	308K	$20.4M
HRT Financial LP	177K	$11.7M
Qube Research & Technologies LtdHedge fund	154K	$10.2M
Tredje Ap-Fonden	120K	$7.9M
Dakota Wealth Management	102K	$6.7M
Steelpeak Wealth, LLC	53K	$3.5M
Illumine Investment Management, LLC	50K	$3.3M
Twinbeech Capital LP	36K	$2.4M
Virtus Investment Advisers, LLC	28K	$1.9M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 947
Ten largest holders: 57.4%
Index fund managers: 30.3%
Active managers and hedge funds: 9.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	27	32	4	7	+4.5M	+19.6%
Index fund managers	5	7	0	0	−2.2M	−2.5%
Other institutions	413	368	105	75	−2.8M	−1.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on W. R. Berkley.

Only managers that filed a holdings report for both quarters are compared (1,016 here). 29 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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