WRB icon

W.R. Berkley

747 hedge funds and large institutions have $13.8B invested in W.R. Berkley in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 294 increasing their positions, 249 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
-16
Holders Change %
-2.1%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
83
Increased
294
Reduced
249
Closed
90
Calls
$56.3M
Puts
$7.16M
Net Calls
+$49.2M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
476
Dorval Corp
Minnesota
$431K +$594 +11 +0.1%
HWMA
477
Heritage Wealth Management (Arizona)
Arizona
$429K -$53.3K -1,017 -11%
HFO
478
Heritage Family Offices
Arizona
$429K +$429K +8,187 New
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$426K -$371K -7,089 -47%
KeyBank National Association
480
KeyBank National Association
Ohio
$426K +$35.4K +675 +9%
WA
481
Wealth Alliance
New York
$420K -$17.8K -339 -4%
BA
482
Bridgewater Associates
Connecticut
$417K +$417K +7,955 New
SSA
483
Schonfeld Strategic Advisors
New York
$413K -$7.86M -150,096 -95%
HF
484
HRT Financial
New York
$411K +$411K +7,848 New
AWM
485
Avior Wealth Management
Nebraska
$408K -$113K -2,161 -22%
FIM
486
Freedom Investment Management
Connecticut
$407K +$31.1K +594 +8%
BMSSC
487
B. Metzler seel. Sohn & Co
Germany
$405K +$17.1K +327 +4%
VWM
488
Venturi Wealth Management
Texas
$404K +$374K +7,145 +1,274%
WPC
489
Wedmont Private Capital
Pennsylvania
$403K +$148K +4,158 +58%
RWM
490
Ritholtz Wealth Management
New York
$400K -$1.15K -22 -0.3%
CIM
491
Contravisory Investment Management
Massachusetts
$398K +$398K +7,602 New
BFS
492
Bard Financial Services
Connecticut
$398K
GT
493
Greenleaf Trust
Michigan
$396K +$10.3K +197 +3%
MIH
494
Meitav Investment House
Israel
$393K
SCA
495
Sage Capital Advisors
South Dakota
$393K
BWM
496
Baron Wealth Management
Michigan
$392K +$19.3K +368 +5%
TCM
497
Tufton Capital Management
Maryland
$389K
PTC
498
Private Trust Company
Ohio
$388K
MA
499
MJP Associates
Connecticut
$386K +$14.8K +282 +4%
NGA
500
Naples Global Advisors
Florida
$384K