WRB icon

W.R. Berkley

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
451
Strategy Asset Managers
California
$419K -$183K -4,401 -30%
CCI
452
Credit Capital Investments
New Jersey
$417K +$417K +10,038 New
Lazard Asset Management
453
Lazard Asset Management
New York
$416K +$194K +4,689 +87%
HIM
454
Hillsdale Investment Management
Ontario, Canada
$414K -$3.74K -90 -0.9%
AF
455
Advisornet Financial
Minnesota
$407K -$3.36K -81 -0.8%
CIA
456
Citadel Investment Advisory
Ohio
$406K
CCA
457
Cobblestone Capital Advisors
New York
$399K
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$399K -$249 -6 -0.1%
RCA
459
Ranch Capital Advisors
Florida
$393K -$3.15K -76 -0.8%
BHCM
460
Boulder Hill Capital Management
New York
$392K +$392K +9,450 New
TW
461
TrinityPoint Wealth
Connecticut
$391K +$4.15K +100 +1%
FTDI
462
First Trust Direct Indexing
Massachusetts
$388K +$388K +9,339 New
TCM
463
Tufton Capital Management
Maryland
$387K +$387K +9,335 New
FWIA
464
Fort Washington Investment Advisors
Ohio
$383K
GCP
465
GSA Capital Partners
United Kingdom
$381K +$381K +9,185 New
DC
466
Davenport & Co
Virginia
$380K -$28.1K -678 -7%
FFM
467
Forum Financial Management
Illinois
$378K
II
468
Inspire Investing
Idaho
$374K +$80.2K +1,932 +27%
MPCG
469
Matrix Private Capital Group
New York
$369K -$36.2K -872 -9%
SCA
470
Snowden Capital Advisors
New York
$367K -$21.4K -516 -6%
LNC
471
Lincoln National Corp
Pennsylvania
$367K -$125 -3 -0%
EWA
472
EverSource Wealth Advisors
Alabama
$364K -$72.1K -1,737 -17%
AWM
473
AE Wealth Management
Kansas
$362K -$160K -3,846 -31%
Wealthfront Advisers
474
Wealthfront Advisers
California
$362K -$1.4M -33,796 -79%
WCM
475
Washington Capital Management
Washington
$349K +$349K +8,400 New