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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 %
EWA
526
EverSource Wealth Advisors
Alabama
$504K +$20.8K +355 +4%
IMCOOI
527
Investment Management Corp of Ontario (IMCO)
Canada
$497K -$99.5K -1,700 -17%
FWIA
528
Fort Washington Investment Advisors
Ohio
$494K -$46.6K -797 -9%
Fifth Third Bancorp
529
Fifth Third Bancorp
Ohio
$491K -$38.5K -658 -7%
WA
530
Wealth Alliance
New York
$489K +$6.32K +108 +1%
HFO
531
Heritage Family Offices
Arizona
$488K +$6.61K +113 +1%
GPW
532
Genesis Private Wealth
Virginia
$470K +$470K +8,037 New
JF
533
Jump Financial
Illinois
$470K -$51.1K -873 -10%
DC
534
Dorval Corp
Minnesota
$469K +$1.29K +22 +0.3%
LFAS
535
Level Four Advisory Services
Texas
$464K +$644 +11 +0.1%
AWM
536
Avior Wealth Management
Nebraska
$461K +$3.04K +52 +0.7%
Baird Financial Group
537
Baird Financial Group
Wisconsin
$460K +$64.5K +1,102 +16%
Brown Advisory
538
Brown Advisory
Maryland
$456K +$761 +13 +0.2%
WPC
539
Wedmont Private Capital
Pennsylvania
$456K +$10.3K +181 +2%
BMSSC
540
B. Metzler seel. Sohn & Co
Germany
$453K
IPW
541
Impact Partnership Wealth
Georgia
$452K -$167K -2,856 -27%
LCWP
542
Legacy Capital Wealth Partners
Arkansas
$451K +$451K +7,715 New
RWM
543
Ritholtz Wealth Management
New York
$447K +$702 +12 +0.2%
GT
544
Greenleaf Trust
Michigan
$447K +$3.69K +63 +0.8%
GI
545
GAMMA Investing
California
$446K +$110K +1,888 +33%
BFS
546
Bard Financial Services
Connecticut
$444K
BC
547
Bridgefront Capital
Texas
$440K +$440K +7,521 New
SCA
548
Sage Capital Advisors
South Dakota
$439K
FA
549
Fiduciary Alliance
South Carolina
$435K +$38.9K +665 +10%
TCM
550
Tufton Capital Management
Maryland
$435K