WRB icon

W.R. Berkley

610 hedge funds and large institutions have $12B invested in W.R. Berkley in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 213 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+40
Holders Change %
+7.02%
% of All Funds
9.65%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
104
Increased
213
Reduced
237
Closed
60
Calls
$3.6M
Puts
$2.62M
Net Calls
+$980K
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
551
Riverview Trust Company
Washington
$16K +$16K +360 New
BA
552
Bellwether Advisors
Nebraska
$14K
WTC
553
WhitTier Trust Company
Nevada
$14K +$14K +318 New
CAGAS
554
Capital Advisory Group Advisory Services
Minnesota
$14K +$14K +324 New
SPWM
555
Spartan Planning & Wealth Management
North Carolina
$13K +$13K +297 New
TFM
556
TFC Financial Management
Massachusetts
$12K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$12K +$5.85K +133 +95%
BBHC
558
Brown Brothers Harriman & Co
New York
$11K -$6.18K -141 -36%
ZB
559
Zions Bancorporation
Utah
$11K -$89 -2 -0.8%
VCM
560
Versant Capital Management
Arizona
$10K -$594 -13 -6%
SCA
561
Stuart Chaussee & Associates
California
$10K +$46 +1 +0.5%
DB
562
Dravo Bay
Delaware
$9.99K +$9.99K +225 New
ADL
563
Asset Dedication LLC
California
$9K
EI
564
Ellevest Inc
New York
$9K
EW
565
Evoke Wealth
California
$8K -$92 -2 -1%
CFN
566
Cordasco Financial Network
Florida
$8K
GRP
567
Global Retirement Partners
California
$8K +$8K +185 New
RIM
568
Rockbridge Investment Management
New York
$7.54K -$135K -3,005 -95%
CWP
569
Concord Wealth Partners
Virginia
$7K -$705 -15 -9%
RG
570
Retirement Group
California
$7K -$95 -2 -1%
WBC
571
West Branch Capital
Massachusetts
$7K -$42 -1 -0.6%
SA
572
SRH Advisors
Kansas
$7K
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$7K
ACM
574
Aquatic Capital Management
Illinois
$7K +$7K +150 New
LTI
575
Laffer Tengler Investments
Tennessee
$6.59K +$6.59K +149 New