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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 %
I
501
InceptionR
California
$303K +$303K +7,293 New
SEC
502
Seven Eight Capital
New York
$300K +$300K +7,229 New
ACA
503
Aptus Capital Advisors
Alabama
$294K -$249 -6 -0.1%
PFO
504
Pathstone Family Office
New Jersey
$292K -$925K -20,194 -76%
Brown Advisory
505
Brown Advisory
Maryland
$289K +$289K +6,960 New
AWM
506
Avior Wealth Management
Nebraska
$289K +$3.36K +81 +1%
SIA
507
Schechter Investment Advisors
Michigan
$289K +$623 +15 +0.2%
RBC
508
Romano Brothers & Co
Illinois
$288K
FA
509
Fiduciary Alliance
South Carolina
$287K
PRC
510
Pearl River Capital
Michigan
$286K +$286K +6,884 New
ST
511
Somerset Trust
Pennsylvania
$282K -$23.2K -559 -8%
DI
512
Diligent Investors
California
$280K
ERIM
513
Eagle Ridge Investment Management
Connecticut
$279K -$14K -337 -5%
ALAM
514
Asahi Life Asset Management
Japan
$272K +$272K +6,555 New
KWM
515
Kingsview Wealth Management
Oregon
$272K -$166 -4 -0.1%
AT
516
American Trust
Kentucky
$270K -$87.8K -2,116 -25%
DFCM
517
Dark Forest Capital Management
Puerto Rico
$270K +$244K +5,874 +947%
CCM
518
Coldstream Capital Management
Washington
$268K +$10.2K +246 +4%
MRCM
519
M&R Capital Management
New Jersey
$266K
BWM
520
Baron Wealth Management
Michigan
$262K +$7.6K +183 +3%
TMAM
521
Tokio Marine Asset Management
Japan
$260K
WA
522
Wealth Alliance
New York
$260K -$76.3K -1,839 -23%
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$260K +$44.1K +1,063 +20%
GVAG
524
Great Valley Advisor Group
Delaware
$257K -$62.3K -1,500 -19%
QCM
525
Quantinno Capital Management
New York
$255K +$55.9K +1,350 +28%