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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.

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 %
FWP
576
Firethorn Wealth Partners
Georgia
$224K +$9.01K +172 +4%
AC
577
Avestar Capital
New York
$223K -$178K -3,401 -44%
MPIA
578
Mountain Pacific Investment Advisers
Idaho
$223K
JWCA
579
J.W. Cole Advisors
Florida
$221K +$576 +11 +0.3%
CCA
580
Checchi Capital Advisers
California
$217K -$1.26K -24 -0.6%
VC
581
Vicus Capital
Pennsylvania
$216K -$2.83K -54 -1%
AWM
582
Apollon Wealth Management
South Carolina
$213K +$213K +4,062 New
Koshinski Asset Management
583
Koshinski Asset Management
Illinois
$212K -$55.6K -1,059 -21%
EFI
584
EHP Funds Inc
Canada
$212K +$212K +4,050 New
Northwestern Mutual Wealth Management
585
Northwestern Mutual Wealth Management
Wisconsin
$211K -$38.5K -735 -15%
GI
586
GAMMA Investing
California
$210K +$60.5K +1,155 +40%
WFI
587
West Family Investments
California
$207K +$207K +3,957 New
SSW
588
Smith Shellnut Wilson
Mississippi
$207K -$13.5K -258 -6%
AWM
589
AE Wealth Management
Kansas
$206K -$34.4K -657 -14%
OWA
590
One Wealth Advisors
California
$203K +$67.6K +1,775 +50%
VFA
591
Valeo Financial Advisors
Indiana
$202K +$202K +3,855 New
NHC
592
Nicholas Hoffman & Company
Georgia
$201K +$201K +3,836 New
BTI
593
Blue Trust Inc
Georgia
$201K +$100K +1,698 +99%
AIM
594
AMI Investment Management
Indiana
$200K -$31.4K -599 -14%
LFAS
595
Level Four Advisory Services
Texas
$200K +$200K +3,821 New
CFB
596
Cullen/Frost Bankers
Texas
$196K +$5.45K +104 +3%
CCM
597
Chilton Capital Management
Texas
$192K
EBA
598
Eagle Bay Advisors
New York
$190K -$25.9K -495 -12%
QCG
599
Quadrant Capital Group
Ohio
$189K +$15.9K +303 +9%
IHWM
600
Iron Horse Wealth Management
Iowa
$174K