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W.R. Berkley

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K
Name Market Value Shares Shares
Change
Shares
Change %
TWM
551
Tradition Wealth Management
Minnesota
$70K 1,095 +2 +0.2%
AI
552
AXS Investments
New York
$69.8K 1,100 +1,100 New
WPA
553
West Paces Advisors
Georgia
$69.2K 1,090
MFG
554
Mendota Financial Group
Wisconsin
$66K 1,040
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K 976 -789 -45%
BEI
556
Benjamin Edwards Inc
Missouri
$62K 984 +339 +53%
AF
557
Allworth Financial
California
$60.5K 953 +538 +130%
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
$58.9K 927 +927 New
GWM
559
Geneos Wealth Management
Colorado
$58.1K 915
HIA
560
Harbor Investment Advisory
Maryland
$57.1K 900
AA
561
Alta Advisers
United Kingdom
$57.1K 900
QL
562
Quarry LP
New York
$55K 867 +349 +67%
QC
563
Quent Capital
New York
$53.9K 848 -2 -0.2%
SAG
564
Spotlight Asset Group
Illinois
$49.4K 778
GRP
565
Global Retirement Partners
California
$45.2K 713 +44 +7%
DSC
566
Duncker Streett & Co
Missouri
$42.9K 675
CTC
567
Central Trust Company
Missouri
$42K 662 -365 -36%
CAL
568
Capital Advisors Ltd
Ohio
$42K 669
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$40.7K 641 +123 +24%
FFA
570
Farther Finance Advisors
California
$39.7K 626 +130 +26%
First Manhattan
571
First Manhattan
New York
$37.2K 586
FHA
572
First Horizon Advisors
Tennessee
$36K 566 -16 -3%
PB
573
Pinnacle Bancorp
Nebraska
$35.1K 553
WBC
574
Westpac Banking Corp
Australia
$33.1K 522
PP
575
PFS Partners
New Jersey
$29.4K 464