Berkley W R Corp (WRB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Berkley W R Corp (WRB) following the 2026 Q2 hedge fund 13F filings?

As of today, WRB has moved -3.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.1% for the XLF sector ETF — an outperformance of -3.0%. Since the quarter end (June 30, 2026), WRB gained -3.1% vs +8.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Berkley W R Corp (WRB)

938 + Investors. Track Smart Money conviction in WRB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — WRB

Based on 942 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added WRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

942 hedge funds hold WRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+43 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

460 buying434 selling

Last quarter: 460 funds bought or added vs 434 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter

Funds opening a new WRB position: 108 → 137 → 109 → 128. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new

591 out of 942 hedge funds have held WRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~128 new funds/quarter

100 → 108 → 137 → 109 → 128 new funds/Q

New funds entering each quarter: 108 → 137 → 109 → 128. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new

Entry-cohort mix of 949 holders: 619 (65%) are 2+ year veterans, 134 entered 1–2 years ago, and 196 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

65 of 941 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in WRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	938	924	1.52%
13F Shares	278M	280M	-0.63%
Total Value	$19.36B	$18.31B	5.73%
New Positions	127	109	+18
Increased Positions	329	237	+92
Closed Positions	112	124	-12
Reduced Positions	321	420	-99
Total Calls	4	5	-20.0%
Total Puts	3	5	-40.0%
PUT/CALL Ratio	0.75	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

938

924

1.52%

13F Shares

278M

280M

-0.63%

Total Value

$19.36B

$18.31B

5.73%

New Positions

127

109

+18

Increased Positions

329

237

+92

Closed Positions

112

124

-12

Reduced Positions

321

420

-99

Total Calls

-20.0%

Total Puts

-40.0%

PUT/CALL Ratio

0.75

1.0

Neutral

Institutional Holders (2026 Q2)

938 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WRB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WRB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mitsui Sumitomo Insurance Co Ltd	100.00%	58,780,450	$4.15B
2	Titiun Yejiel	6.51%	106,321	$7.5M
3	Mraz, Amerine & Associates, Inc.	6.43%	635,753	$44.8M
4	New Vernon Investment Management LLC	5.53%	64,046	$4.5M
5	Buckland Partners Management Co LLC	5.17%	148,500	$10.6M
6	America First Investment Advisors, LLC	5.02%	383,605	$27.1M
7	PhiloSmith Capital Corp	4.97%	259,381	$18.3M
8	Bristol Gate Capital Partners Inc.	4.51%	918,030	$64.7M
9	Fairman Group, LLC	3.32%	59,344	$4.2M
10	7g Capital Management, LLC	3.23%	100,000	$7.1M
11	Cornerstone Investment Partners, LLC	3.15%	1,336,146	$94.2M
12	Elevate Capital Advisors, LLC	2.92%	75,430	$5.3M
13	Hutchinson Capital Management/Ca	2.80%	231,879	$16.4M
14	Corbyn Investment Management Inc/Md	2.61%	127,987	$9.0M
15	Speece Thorson Capital Group Inc	2.45%	162,554	$11.5M
16	Illumine Investment Management, LLC	2.28%	—	$3.5M
17	Chilton Investment Co INC.	2.27%	1,339,877	$94.5M
18	Barlow Wealth Partners, LLC	2.09%	271,315	$19.3M
19	Anchor Capital Advisors LLC	2.05%	1,035,350	$73.0M
20	EULAV Asset Management	2.04%	906,464	$63.9M
21	Dundas Partners LLP	1.99%	390,567	$27.5M
22	Financial Strategies Group, Inc.	1.81%	157,294	$11.4M
23	Godshalk Welsh Capital Management, Inc.	1.72%	45,158	$3.2M
24	Isthmus Partners, LLC	1.41%	206,664	$14.6M
25	Butensky & Cohen Financial Security, Inc	1.40%	80,208	$5.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Berkley W R Corp (WRB)

What does the Smart Money Trend signal show for WRB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WRB?

Slight buying edge — 51% buying: Last quarter: 460 funds bought or added vs 434 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WRB holders?

Elite ownership — 46% AUM from top-100 funds: 65 of 941 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in WRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WRB?

63% of holders stayed for 2+ years: 591 out of 942 hedge funds have held WRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Berkley W R Corp (WRB) following the 2026 Q2 hedge fund 13F filings?

As of today, WRB has moved -3.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.1% for the XLF sector ETF — an outperformance of -3.0%. Since the quarter end (June 30, 2026), WRB has gained -3.1% vs +8.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Berkley W R Corp (WRB)

Smart Money Signals — WRB

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +5% more funds vs a year ago

Slight buying edge — 51% buying

More new buyers each quarter (+19 vs last Q)

63% of holders stayed for 2+ years

Steady discovery — ~128 new funds/quarter

Veteran-anchored — 65% veterans vs 21% newcomers

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — WRB

Hedge Fund Ownership: WRB

Market Analysis: WRB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WRB

Is It Too Late to Buy Berkley W R Corp (WRB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: WRB

Statistics: WRB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Berkley W R Corp (WRB)

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