WRB icon

W.R. Berkley

662 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
11.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
82
Increased
258
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
351
D.A. Davidson & Co
Montana
$837K
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$835K +$116K +2,690 +16%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$834K +$427K +9,915 +105%
CC
354
Centiva Capital
New York
$834K +$834K +19,377 New
KAS
355
Kestra Advisory Services
Texas
$828K +$309K +7,180 +60%
SI
356
Stephens Inc
Arkansas
$815K +$26.6K +619 +3%
CNBTD
357
Citizens National Bank Trust Department
Mississippi
$810K +$810K +18,825 New
EWA
358
EverSource Wealth Advisors
Alabama
$803K -$101K -2,346 -11%
VI
359
Vestcor Inc
New Brunswick, Canada
$802K -$238K -5,530 -23%
SJIA
360
St. James Investment Advisors
New York
$792K -$94K -2,178 -11%
CW
361
Connectus Wealth
Ohio
$789K +$354K +8,232 +81%
MLICM
362
Metropolitan Life Insurance Company (MetLife)
New York
$785K -$29.6K -687 -4%
BRWA
363
B. Riley Wealth Advisors
Florida
$784K +$257K +5,967 +49%
OQS
364
Occudo Quantitative Strategies
Florida
$772K +$772K +17,930 New
Jane Street
365
Jane Street
New York
$769K -$1.69M -39,311 -69%
QT
366
Quantamental Technologies
New York
$758K +$758K +17,604 New
HFS
367
Hantz Financial Services
Michigan
$752K +$175K +4,070 +30%
RCA
368
Resonant Capital Advisors
Wisconsin
$751K +$8.41K +195 +1%
HPC
369
HM Payson & Co
Maine
$743K
SP
370
Symmetry Partners
Connecticut
$726K +$267K +6,198 +58%
Squarepoint
371
Squarepoint
New York
$717K -$1.23M -28,638 -63%
IWA
372
Intercontinental Wealth Advisors
Texas
$708K +$12.7K +296 +2%
RWM
373
Ritholtz Wealth Management
New York
$706K +$258K +5,979 +57%
US Bancorp
374
US Bancorp
Minnesota
$703K -$43.6K -1,012 -6%
RC
375
RegentAtlantic Capital
New Jersey
$700K +$381K +8,850 +119%