WRB icon

W.R. Berkley

610 hedge funds and large institutions have $12B invested in W.R. Berkley in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 213 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+40
Holders Change %
+7.02%
% of All Funds
9.65%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
104
Increased
213
Reduced
237
Closed
60
Calls
$3.6M
Puts
$2.62M
Net Calls
+$980K
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
501
Optimum Investment Advisors
Illinois
$112K
GWM
502
Geneos Wealth Management
Colorado
$105K +$133 +3 +0.1%
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$105K +$9.72K +219 +10%
CT
504
Cambridge Trust
Massachusetts
$98K -$6.6K -149 -6%
AFS
505
Annapolis Financial Services
Maryland
$96K -$45 -1 -0%
SIM
506
Sentry Investment Management
Wisconsin
$95K -$15.9K -359 -14%
JWA
507
JFS Wealth Advisors
Pennsylvania
$89K +$1.51K +34 +2%
SPIA
508
Steward Partners Investment Advisory
New York
$86K +$72.6K +1,633 +541%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$83K +$5.77K +130 +7%
WPA
510
West Paces Advisors
Georgia
$82.4K
SOW
511
State of Wyoming
Wyoming
$82K -$17.4K -389 -17%
EBA
512
Eagle Bay Advisors
New York
$82K +$2.48K +56 +3%
C
513
Covestor
United Kingdom
$81K +$37.3K +837 +85%
Federated Hermes
514
Federated Hermes
Pennsylvania
$78K +$78K +1,764 New
T
515
TOBAM
France
$68K +$18.8K +423 +38%
DZ Bank
516
DZ Bank
Germany
$61K +$61K +1,349 New
DMBA
517
Deseret Mutual Benefit Administrators
Utah
$58K -$10.6K -241 -15%
QC
518
Quent Capital
New York
$58K +$1.6K +36 +3%
CCA
519
Catalyst Capital Advisors
New York
$57K +$57K +1,290 New
PB
520
Pinnacle Bancorp
Nebraska
$55K -$44 -1 -0.1%
QCG
521
Quadrant Capital Group
Ohio
$51K +$352 +8 +0.7%
BFC
522
Bedel Financial Consulting
Indiana
$50K +$45 +1 +0.1%
DSC
523
Duncker Streett & Co
Missouri
$45K
BEI
524
Benjamin Edwards Inc
Missouri
$37K +$1.89K +43 +5%
CWA
525
Clearview Wealth Advisors
Oregon
$36K -$45 -1 -0.1%