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W.R. Berkley

862 hedge funds and large institutions have $15.5B invested in W.R. Berkley in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 341 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+77
Holders Change %
+9.81%
% of All Funds
11.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
126
Increased
341
Reduced
255
Closed
39
Calls
$10.4M
Puts
$6.69M
Net Calls
+$3.71M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
MIH
551
Meitav Investment House
Israel
$435K
BWM
552
Baron Wealth Management
Michigan
$432K
MWM
553
Maridea Wealth Management
New York
$429K +$429K +7,336 New
SCM
554
Stevens Capital Management
Pennsylvania
$423K +$212K +3,620 +100%
GC
555
Guggenheim Capital
Illinois
$416K +$36K +616 +9%
PS
556
Principal Securities
Iowa
$407K +$145K +2,474 +55%
BBHC
557
Brown Brothers Harriman & Co
New York
$403K +$76.8K +1,313 +24%
WAOI
558
Wealth Advisors of Iowa
Iowa
$403K -$5.27K -90 -1%
NGA
559
Naples Global Advisors
Florida
$400K -$29.3K -500 -7%
IPAM
560
Investment Partners Asset Management
New Jersey
$395K
ERIM
561
Eagle Ridge Investment Management
Connecticut
$395K
WLG
562
Williamson Legacy Group
Indiana
$393K -$7.9K -135 -2%
EH
563
Equitable Holdings
New York
$392K +$153K +2,622 +64%
DI
564
Diligent Investors
California
$389K -$5.85K -100 -1%
SIA
565
Schechter Investment Advisors
Michigan
$388K -$5.62K -96 -1%
SWP
566
Sagespring Wealth Partners
Tennessee
$387K +$387K +6,609 New
UCFA
567
United Capital Financial Advisors
Texas
$385K +$37.7K +644 +11%
PTC
568
Private Trust Company
Ohio
$384K +$8.78K +150 +2%
CHAM
569
Clear Harbor Asset Management
Connecticut
$378K +$26.3K +450 +7%
WANY
570
Wealthspire Advisors (New York)
New York
$378K +$378K +6,452 New
KeyBank National Association
571
KeyBank National Association
Ohio
$370K +$38K +650 +11%
CCP
572
Carmel Capital Partners
California
$367K +$4.57K +78 +1%
AWM
573
Axxcess Wealth Management
California
$360K -$3.45K -59 -0.9%
RWP
574
RWA Wealth Partners
Massachusetts
$359K +$359K +6,142 New
SOW
575
State of Wyoming
Wyoming
$359K +$113K +1,929 +46%