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W.R. Berkley

785 hedge funds and large institutions have $14.4B invested in W.R. Berkley in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 275 increasing their positions, 356 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+38
Holders Change %
+5.09%
% of All Funds
11.36%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
104
Increased
275
Reduced
356
Closed
59
Calls
$14M
Puts
$10.4M
Net Calls
+$3.58M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HKIMG
551
Hutchens & Kramer Investment Management Group
Indiana
$306K +$17.9K +312 +6%
OCM
552
Osterweis Capital Management
California
$300K -$57 -1 -0%
CA
553
Clearstead Advisors
Ohio
$300K -$16.5K -290 -5%
FSA
554
Financial Security Advisor
Virginia
$296K
ST
555
Somerset Trust
Pennsylvania
$294K -$794 -14 -0.3%
DEA
556
DoubleLine ETF Adviser
Florida
$293K -$21K -371 -7%
FCP
557
Fidelis Capital Partners
Florida
$292K -$72.7K -1,230 -20%
PWAC
558
Private Wealth Advisors (California)
California
$291K +$344 +6 +0.1%
SAM
559
Smartleaf Asset Management
Massachusetts
$288K +$47.9K +848 +20%
XT
560
XTX Topco
Cayman Islands
$288K +$288K +5,072 New
AMCA
561
Arthur M. Cohen & Associates
Illinois
$288K
AFG
562
Atomi Financial Group
New York
$285K -$8.74K -154 -3%
PA
563
Profund Advisors
Maryland
$281K +$31.4K +553 +13%
WDC
564
Woodward Diversified Capital
California
$280K -$6.47K -114 -2%
SAM
565
Silvercrest Asset Management
New York
$280K +$280K +4,929 New
VF
566
Virtu Financial
New York
$278K -$469K -8,278 -63%
BTI
567
Blue Trust Inc
Georgia
$277K +$9.04K +115 +3%
ATPW
568
Ashton Thomas Private Wealth
Arizona
$277K +$9.98K +176 +4%
ISL
569
Ingalls & Snyder LLC
New York
$273K -$567 -10 -0.2%
NI
570
NDVR Inc
Massachusetts
$269K +$27.1K +479 +11%
CL
571
Choreo LLC
Illinois
$268K +$268K +4,685 New
VFA
572
Valeo Financial Advisors
Indiana
$268K +$49.2K +867 +22%
BRWA
573
B. Riley Wealth Advisors
Florida
$264K +$1.48K +26 +0.6%
AAM
574
Aureus Asset Management
Massachusetts
$263K
DWP
575
Daymark Wealth Partners
Ohio
$262K -$30.5K -538 -10%