WRB icon

W.R. Berkley

441 hedge funds and large institutions have $6.91B invested in W.R. Berkley in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
-48
Holders Change %
-9.82%
% of All Funds
9.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
51
Increased
156
Reduced
157
Closed
94
Calls
$2.34M
Puts
$5.05M
Net Calls
-$2.71M
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
326
Independent Advisor Alliance
North Carolina
$242K
RJFSA
327
Raymond James Financial Services Advisors
Florida
$237K -$546K -23,485 -70%
GFA
328
Gifford Fong Associates
California
$235K
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$229K +$50.1K +2,165 +28%
AF
330
Advisornet Financial
Minnesota
$227K -$21.6K -932 -9%
Macquarie Group
331
Macquarie Group
Australia
$226K
IWM
332
IHT Wealth Management
Illinois
$225K +$225K +9,695 New
NB
333
Norinchukin Bank
Japan
$223K -$235K -10,118 -51%
IA
334
IFP Advisors
Florida
$223K -$28.2K -1,254 -11%
CCA
335
Cobblestone Capital Advisors
New York
$223K
SAM
336
Stansberry Asset Management
Texas
$217K -$5.21M -224,676 -96%
CFA
337
CWS Financial Advisors
Michigan
$217K
AII
338
AGF Investments Inc
Ontario, Canada
$216K +$216K +9,317 New
RC
339
RegentAtlantic Capital
New Jersey
$212K -$1.16K -50 -0.5%
CI
340
Cigna Investments
Connecticut
$209K +$18.2K +787 +10%
TW
341
TrinityPoint Wealth
Connecticut
$207K +$511 +22 +0.2%
SFS
342
Sowell Financial Services
Arkansas
$200K +$16.6K +715 +9%
SMFS
343
Squar Milner Financial Services
California
$193K +$6.03K +261 +3%
FMT
344
First Mercantile Trust
Tennessee
$183K -$64.7K -2,785 -26%
WQ
345
Wealth Quarterback
New Jersey
$165K +$165K +3,422 New
MRCM
346
M&R Capital Management
New Jersey
$148K
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$146K -$381K -16,490 -72%
OIA
348
Optimum Investment Advisors
Illinois
$137K
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$137K +$44.1K +1,906 +47%
CCA
350
Column Capital Advisors
Indiana
$133K -$4.75K -205 -3%