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W.R. Berkley

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K
Name Holding Trade Value Shares
Change
Shares
Change %
WIS
451
Wright Investors Service
Connecticut
$392K +$392K +8,313 New
Axa
452
Axa
France
$385K +$47.7K +1,011 +14%
DC
453
Dorval Corp
Minnesota
$376K +$376K +7,971 New
OCBCO
454
Oversea-Chinese Banking Corp (OCBC)
Singapore
$373K +$373K +7,911 New
VIM
455
Vinva Investment Management
Australia
$371K +$371K +7,904 New
TMAM
456
Tokio Marine Asset Management
Japan
$369K +$53.3K +1,130 +17%
HI
457
Harbour Investments
Wisconsin
$367K +$68.5K +1,453 +23%
EWA
458
EverSource Wealth Advisors
Alabama
$366K -$660 -14 -0.2%
AA
459
ALPS Advisors
Colorado
$363K -$20.6K -437 -5%
GT
460
Greenleaf Trust
Michigan
$361K +$29.6K +627 +9%
CIP
461
Cornerstone Investment Partners
Georgia
$360K +$125K +2,657 +53%
Brown Advisory
462
Brown Advisory
Maryland
$359K +$94.5K +2,004 +36%
BFS
463
Bard Financial Services
Connecticut
$358K
PTC
464
Private Trust Company
Ohio
$356K -$283 -6 -0.1%
RWM
465
Ritholtz Wealth Management
New York
$355K -$4.1K -87 -1%
AC
466
Avestar Capital
New York
$355K -$6.6K -140 -2%
SCA
467
Sage Capital Advisors
South Dakota
$354K
TA
468
Tectonic Advisors
Texas
$351K +$3.25K +69 +0.9%
Fifth Third Bancorp
469
Fifth Third Bancorp
Ohio
$351K +$3.82K +81 +1%
TCM
470
Tufton Capital Management
Maryland
$350K
BMSSC
471
B. Metzler seel. Sohn & Co
Germany
$349K
VI
472
Vestcor Inc
New Brunswick, Canada
$349K -$3.44K -73 -1%
MIH
473
Meitav Investment House
Israel
$349K +$349K +7,425 New
AIM
474
Aspen Investment Management
Michigan
$347K +$347K +7,370 New
NGA
475
Naples Global Advisors
Florida
$346K