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W.R. Berkley

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
551
IFP Advisors
Florida
$177K -$101K -1,964 -36%
IHWM
552
Iron Horse Wealth Management
Iowa
$171K
CTC
553
Central Trust Company
Missouri
$165K +$3.45K +83 +2%
AIP
554
Ameritas Investment Partners
Nebraska
$163K
CFB
555
Cullen/Frost Bankers
Texas
$159K +$12.9K +311 +9%
Northwestern Mutual Wealth Management
556
Northwestern Mutual Wealth Management
Wisconsin
$153K -$1.06M -25,553 -87%
CCM
557
Chilton Capital Management
Texas
$152K +$152K +3,668 New
EAM
558
Erste Asset Management
Austria
$149K
PA
559
Parallel Advisors
California
$139K +$114K +2,751 +465%
EBA
560
Eagle Bay Advisors
New York
$135K -$18K -434 -12%
GC
561
Globeflex Capital
California
$131K
BTI
562
Blue Trust Inc
Georgia
$128K +$6.39K +132 +5%
S
563
SignatureFD
Georgia
$127K +$95.9K +2,310 +313%
WT
564
Whittier Trust
California
$125K
FHA
565
First Horizon Advisors
Tennessee
$124K -$3.74K -90 -3%
HWA
566
Heritage Wealth Advisors
Virginia
$119K
AS
567
AM Squared
Hong Kong
$118K +$118K +2,850 New
VCM
568
Vigilant Capital Management
Maine
$109K
QL
569
Quarry LP
New York
$104K +$104K +2,516 New
NA
570
NewEdge Advisors
Louisiana
$103K -$371K -8,942 -78%
QCG
571
Quadrant Capital Group
Ohio
$96.1K +$37.1K +893 +63%
CFGS
572
Concourse Financial Group Securities
Alabama
$85.1K +$1.37K +33 +2%
SS
573
Sunbelt Securities
Texas
$84.5K +$84.5K +2,043 New
SIM
574
Sentry Investment Management
Wisconsin
$84K -$960 -23 -1%
AAS
575
Ameritas Advisory Services
Nebraska
$81.8K +$81.8K +1,973 New