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W.R. Berkley

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
526
Fiduciary Alliance
South Carolina
$581K +$52.2K +733 +10%
AO
527
Advisor OS
Illinois
$579K -$72.2K -1,015 -11%
EWA
528
EverSource Wealth Advisors
Alabama
$578K -$35.2K -494 -6%
SSA
529
Schonfeld Strategic Advisors
New York
$575K -$252K -3,548 -31%
SCA
530
Snowden Capital Advisors
New York
$574K -$85.2K -1,197 -13%
AWM
531
Avior Wealth Management
Nebraska
$571K +$11K +155 +2%
Baird Financial Group
532
Baird Financial Group
Wisconsin
$569K +$10K +141 +2%
WPC
533
Wedmont Private Capital
Pennsylvania
$567K +$16.4K +240 +3%
MYAM
534
Meiji Yasuda Asset Management
Japan
$566K -$2.52M -35,392 -82%
GAM
535
Groupama Asset Management
France
$558K +$558K +7,834 New
BMSSC
536
B. Metzler seel. Sohn & Co
Germany
$550K
IWM
537
IHT Wealth Management
Illinois
$546K +$198K +2,779 +57%
BFS
538
Bard Financial Services
Connecticut
$540K
WANY
539
Wealthspire Advisors (New York)
New York
$539K +$80.3K +1,128 +17%
AFO
540
Aurelius Family Office
New Hampshire
$535K -$532K -7,480 -50%
FRM
541
Fox Run Management
Connecticut
$532K -$1.32M -18,582 -71%
BBHC
542
Brown Brothers Harriman & Co
New York
$529K +$39.4K +553 +8%
TCM
543
Tufton Capital Management
Maryland
$528K
CHAM
544
Clear Harbor Asset Management
Connecticut
$528K +$68.9K +968 +15%
ACM
545
Adalta Capital Management
New York
$528K +$454K +6,375 +610%
LFAS
546
Level Four Advisory Services
Texas
$525K -$38.4K -540 -7%
PCM
547
Penserra Capital Management
California
$517K +$365K +5,133 +240%
FIM
548
Freedom Investment Management
Connecticut
$516K -$108K -1,524 -17%
GT
549
Greenleaf Trust
Michigan
$513K -$31K -436 -6%
BWM
550
Baron Wealth Management
Michigan
$512K -$12.8K -180 -2%