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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 %
CG
526
Caprock Group
Idaho
$241K +$241K +5,115 New
SOW
527
State of Wyoming
Wyoming
$240K +$46.4K +985 +24%
PWAC
528
Private Wealth Advisors (California)
California
$239K -$141 -3 -0.1%
CCA
529
Checchi Capital Advisers
California
$238K +$238K +5,052 New
OPTFSNA
530
Old Point Trust & Financial Services N A
Virginia
$235K +$235K +4,995 New
1WM
531
1900 Wealth Management
Texas
$235K
PFS
532
Prospera Financial Services
Texas
$229K -$18.1K -384 -7%
IC
533
IEQ Capital
California
$229K -$54.2K -1,149 -19%
ISL
534
Ingalls & Snyder LLC
New York
$227K
TCM
535
Teza Capital Management
Illinois
$225K +$225K +4,776 New
TWM
536
Thrive Wealth Management
Pennsylvania
$224K +$224K +4,761 New
MGIA
537
Moneta Group Investment Advisors
Missouri
$224K -$14.9K -317 -6%
JFL
538
Jarislowsky, Fraser Ltd
Quebec, Canada
$220K +$220K +4,671 New
Capstone Investment Advisors
539
Capstone Investment Advisors
New York
$219K +$219K +4,655 New
MG
540
Mather Group
Illinois
$219K +$219K +4,647 New
AAM
541
Aureus Asset Management
Massachusetts
$219K +$219K +4,644 New
TNBTD
542
Trustmark National Bank Trust Department
Mississippi
$218K +$218K +4,620 New
BRWA
543
B. Riley Wealth Advisors
Florida
$216K -$209K -4,431 -49%
LFA
544
LGT Financial Advisors
Texas
$213K +$6.08K +129 +3%
AIMCA
545
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$212K +$212K +4,500 New
AMCA
546
Arthur M. Cohen & Associates
Illinois
$212K +$212K +4,500 New
HKIMG
547
Hutchens & Kramer Investment Management Group
Indiana
$212K -$29.1K -618 -12%
TB
548
Treynor Bancshares
Iowa
$212K +$212K +4,488 New
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$211K +$8.63K +183 +4%
AIM
550
AMI Investment Management
Indiana
$210K +$210K +4,458 New