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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 %
GWM
526
Gitterman Wealth Management
New Jersey
$297K +$297K +5,660 New
IA
527
IFG Advisory
Georgia
$296K +$296K +5,657 New
Capstone Investment Advisors
528
Capstone Investment Advisors
New York
$296K +$5.03K +96 +2%
HWM
529
HB Wealth Management
Georgia
$295K +$14K +267 +5%
IC
530
IEQ Capital
California
$292K +$48.7K +929 +20%
CA
531
Clearstead Advisors
Ohio
$292K +$281K +5,360 +2,552%
PCIA
532
Prime Capital Investment Advisors
Kansas
$292K -$3.93K -75 -1%
TWM
533
Thrive Wealth Management
Pennsylvania
$290K +$24.6K +470 +9%
DEA
534
DoubleLine ETF Adviser
Florida
$290K -$8.96K -171 -3%
BFG
535
Beacon Financial Group
Texas
$287K +$157 +3 +0.1%
MCCA
536
Mill Creek Capital Advisors
Pennsylvania
$286K +$105K +2,001 +58%
BBHC
537
Brown Brothers Harriman & Co
New York
$278K +$266K +5,077 +2,207%
OCM
538
Osterweis Capital Management
California
$277K
FSA
539
Financial Security Advisor
Virginia
$275K -$14.2K -270 -5%
ST
540
Somerset Trust
Pennsylvania
$273K -$314 -6 -0.1%
AFG
541
Atomi Financial Group
New York
$272K -$54.6K -1,042 -17%
DWP
542
Daymark Wealth Partners
Ohio
$271K +$271K +5,165 New
CCWM
543
Cassaday & Co Wealth Management
Virginia
$269K -$419 -8 -0.2%
WWS
544
Wellington Wealth Strategies
Indiana
$269K +$269K +5,171 New
PWAC
545
Private Wealth Advisors (California)
California
$268K +$421 +8 +0.2%
HKIMG
546
Hutchens & Kramer Investment Management Group
Indiana
$265K +$14.7K +279 +6%
WDC
547
Woodward Diversified Capital
California
$264K +$19.6K +375 +8%
IWM
548
IHT Wealth Management
Illinois
$264K -$42.7K -815 -14%
AMCA
549
Arthur M. Cohen & Associates
Illinois
$263K
CG
550
Caprock Group
Idaho
$258K -$25.8K -492 -9%