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W.R. Berkley

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
551
Magnetar Financial
Illinois
$509K +$509K +7,156 New
EH
552
Equitable Holdings
New York
$509K +$32K +449 +7%
FFM
553
Forum Financial Management
Illinois
$506K +$506K +7,111 New
DC
554
Dorval Corp
Minnesota
$506K
SWP
555
Sagespring Wealth Partners
Tennessee
$502K +$31.7K +445 +7%
AAP
556
Arax Advisory Partners
Colorado
$497K +$350K +4,913 +238%
DZ Bank
557
DZ Bank
Germany
$493K -$313K -4,392 -39%
CFO
558
Callan Family Office
Pennsylvania
$491K -$903K -12,694 -65%
Bank Julius Baer & Co
559
Bank Julius Baer & Co
Switzerland
$490K +$159K +1,981 +48%
WAOI
560
Wealth Advisors of Iowa
Iowa
$490K
GPW
561
Genesis Private Wealth
Virginia
$488K -$83.6K -1,175 -15%
USAA
562
United Services Automobile Association
Texas
$488K +$488K +6,845 New
KeyBank National Association
563
KeyBank National Association
Ohio
$485K +$35K +492 +8%
IPAM
564
Investment Partners Asset Management
New Jersey
$480K
CIC
565
Crawford Investment Counsel
Georgia
$480K +$480K +6,750 New
FTWA
566
Fifth Third Wealth Advisors
Ohio
$478K +$125K +1,754 +35%
CIC
567
Carnegie Investment Counsel
Ohio
$475K +$475K +6,670 New
UCFA
568
United Capital Financial Advisors
Texas
$474K +$5.69K +80 +1%
GAA
569
Global Assets Advisory
Florida
$470K +$470K +6,968 New
NGA
570
Naples Global Advisors
Florida
$469K -$17.8K -250 -4%
PTC
571
Private Trust Company
Ohio
$460K -$6.62K -93 -1%
MPCG
572
Matrix Private Capital Group
New York
$458K -$215K -3,018 -32%
GC
573
Guggenheim Capital
Illinois
$456K -$49.2K -692 -10%
DI
574
Diligent Investors
California
$456K -$16.9K -237 -4%
SIA
575
Schechter Investment Advisors
Michigan
$455K -$16K -225 -3%