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W.R. Berkley

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
326
Scholtz & Company
Connecticut
$965K -$788K -18,607 -45%
TI
327
Tidal Investments
Wisconsin
$965K -$30.9K -731 -3%
DADC
328
D.A. Davidson & Co
Montana
$948K
NP
329
Nilsine Partners
Colorado
$925K -$298K -7,041 -24%
CIC
330
Cornercap Investment Counsel
Georgia
$925K +$925K +21,861 New
SAM
331
Securian Asset Management
Minnesota
$917K -$145K -3,421 -14%
WIM
332
Waverton Investment Management
United Kingdom
$911K
VI
333
Versor Investments
New York
$909K +$496K +11,708 +120%
MPPW
334
Mitchell & Pahl Private Wealth
Oklahoma
$904K +$63.3K +1,495 +8%
HIMCH
335
Hartford Investment Management Co (HIMCO)
Connecticut
$897K -$35K -826 -4%
TCOV
336
Trust Company of Vermont
Vermont
$892K -$29.6K -699 -3%
RMC
337
Resources Management Corp
Connecticut
$886K +$57.4K +1,356 +7%
RCA
338
Resonant Capital Advisors
Wisconsin
$884K +$4.44K +104 +0.5%
OIA
339
OneDigital Investment Advisors
Kansas
$878K +$510K +12,054 +139%
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$877K -$19.6K -462 -2%
Nordea Investment Management
341
Nordea Investment Management
Sweden
$850K
PFO
342
Pathstone Family Office
New Jersey
$848K +$477K +11,247 +129%
FBC
343
Fairfield, Bush & Co
Connecticut
$844K +$96.8K +2,287 +13%
AIP
344
Almanack Investment Partners
Pennsylvania
$841K
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$841K +$85.5K +2,021 +11%
SC
346
Scotia Capital
Ontario, Canada
$832K +$1.1K +26 +0.1%
Pacer Advisors
347
Pacer Advisors
Pennsylvania
$820K +$20.6K +486 +3%
MYLI
348
Meiji Yasuda Life Insurance
Japan
$816K -$437K -10,330 -35%
IWC
349
Integrated Wealth Concepts
Massachusetts
$812K +$20.1K +475 +3%
CAN
350
Cetera Advisor Networks
California
$805K +$55.5K +1,311 +7%