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W.R. Berkley

862 hedge funds and large institutions have $15.5B invested in W.R. Berkley in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 341 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+77
Holders Change %
+9.81%
% of All Funds
11.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
126
Increased
341
Reduced
255
Closed
39
Calls
$10.4M
Puts
$6.69M
Net Calls
+$3.71M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
501
Merit Financial Group
Georgia
$560K +$560K +9,571 New
NMIMC
502
Northwestern Mutual Investment Management Company
Wisconsin
$559K +$1.81K +31 +0.3%
Luther King Capital Management (LKCM)
503
Luther King Capital Management (LKCM)
Texas
$554K -$24.1K -412 -4%
MPCG
504
Matrix Private Capital Group
New York
$553K
GA
505
Geller Advisors
New York
$552K +$552K +9,430 New
WCM
506
Washington Capital Management
Washington
$550K
TA
507
Tectonic Advisors
Texas
$548K +$39.9K +681 +8%
GCA
508
Greenwood Capital Associates
South Carolina
$546K -$55.7K -952 -9%
SCM
509
SKBA Capital Management
California
$546K +$23.4K +400 +4%
AFCM
510
Applied Finance Capital Management
Puerto Rico
$545K +$545K +9,305 New
CCM
511
Coldstream Capital Management
Washington
$543K +$110K +1,874 +25%
SCA
512
Snowden Capital Advisors
New York
$542K -$9.95K -170 -2%
CG
513
Caprock Group
Idaho
$542K +$180K +3,078 +50%
AO
514
Advisor OS
Illinois
$535K -$408K -6,968 -43%
TPW
515
Transatlantique Private Wealth
New York
$535K
CIA
516
Citadel Investment Advisory
Ohio
$532K
William Blair & Company
517
William Blair & Company
Illinois
$532K -$23.5K -402 -4%
VF
518
Virtu Financial
New York
$525K +$238K +4,061 +83%
HF
519
HRT Financial
New York
$523K -$12.3M -210,999 -96%
ACA
520
Aptus Capital Advisors
Alabama
$520K +$289K +4,934 +125%
BBVA
521
Banco Bilbao Vizcaya Argentaria
Spain
$520K +$520K +8,897 New
QT
522
Quantbot Technologies
New York
$516K -$707K -12,078 -58%
FIM
523
Freedom Investment Management
Connecticut
$514K +$15.3K +261 +3%
OTL
524
Oak Thistle LLC
New York
$511K +$289K +4,944 +131%
IA
525
IFC Advisors
California
$505K +$505K +8,633 New