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W.R. Berkley

747 hedge funds and large institutions have $13.8B invested in W.R. Berkley in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 294 increasing their positions, 249 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
-16
Holders Change %
-2.1%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
83
Increased
294
Reduced
249
Closed
90
Calls
$56.3M
Puts
$7.16M
Net Calls
+$49.2M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ONB
551
Old National Bancorp
Indiana
$256K +$256K +4,887 New
ISL
552
Ingalls & Snyder LLC
New York
$253K
ATC
553
Argent Trust Co
Tennessee
$252K +$26.3K +503 +12%
HAG
554
HighPoint Advisor Group
Illinois
$252K +$90.5K +2,447 +56%
Wolverine Trading
555
Wolverine Trading
Illinois
$247K +$247K +4,715 New
ATPW
556
Ashton Thomas Private Wealth
Arizona
$246K +$59.8K +1,141 +32%
SOW
557
State of Wyoming
Wyoming
$244K +$50.3K +961 +26%
AAM
558
Aureus Asset Management
Massachusetts
$243K
BRWA
559
B. Riley Wealth Advisors
Florida
$242K -$230K -4,389 -49%
ACA
560
Aptus Capital Advisors
Alabama
$241K -$70 -2 -0%
ODG
561
O'Dell Group
Ohio
$239K
CWM
562
Cornerstone Wealth Management
Missouri
$236K +$367 +7 +0.2%
CCI
563
Credit Capital Investments
New Jersey
$234K +$234K +4,470 New
S
564
SignatureFD
Georgia
$234K -$5.55K -106 -2%
PA
565
Profund Advisors
Maryland
$231K -$6.23K -119 -3%
FCP
566
Fidelis Capital Partners
Florida
$230K +$95.5K +2,558 +71%
MGIA
567
Moneta Group Investment Advisors
Missouri
$229K -$40K -1,145 -15%
GWMIA
568
Global Wealth Management Investment Advisory
Florida
$227K -$471 -9 -0.2%
NP
569
NorthRock Partners
Minnesota
$227K -$6.2K -120 -3%
SAM
570
Smartleaf Asset Management
Massachusetts
$225K +$79.4K +1,500 +54%
LI
571
LRI Investments
Florida
$225K +$219K +4,171 +3,419%
CWS
572
Confluence Wealth Services
Pennsylvania
$225K +$225K +4,289 New
GFS
573
GYL Financial Synergies
Connecticut
$225K +$210 +4 +0.1%
BW
574
BIP Wealth
Georgia
$224K +$786 +15 +0.4%
NI
575
NDVR Inc
Massachusetts
$224K +$17.7K +337 +9%