WRB icon

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 %
AA
576
ALPS Advisors
Colorado
$356K
HWM
577
HB Wealth Management
Georgia
$355K +$33.8K +578 +11%
SAM
578
Shell Asset Management
Netherlands
$352K
IA
579
IFP Advisors
Florida
$349K +$1.58K +27 +0.5%
RBC
580
Romano Brothers & Co
Illinois
$346K -$46.3K -792 -12%
CCWM
581
Cassaday & Co Wealth Management
Virginia
$344K +$351 +6 +0.1%
MG
582
Mather Group
Illinois
$339K +$5.85K +100 +2%
PCIA
583
Prime Capital Investment Advisors
Kansas
$337K +$4.27K +73 +1%
GCWM
584
Graham Capital Wealth Management
District of Columbia
$332K
DS
585
DRW Securities
Illinois
$324K +$324K +5,544 New
IA
586
IFG Advisory
Georgia
$322K +$322K +5,509 New
CL
587
Choreo LLC
Illinois
$322K +$47.6K +813 +17%
CCC
588
Compass Capital Corp
Massachusetts
$320K +$320K +5,387 New
PGFC
589
Peapack-Gladstone Financial Corp
New Jersey
$320K +$320K +5,462 New
BFG
590
Beacon Financial Group
Texas
$317K +$176 +3 +0.1%
CAM
591
Cresset Asset Management
Illinois
$314K -$812K -13,885 -72%
HKIMG
592
Hutchens & Kramer Investment Management Group
Indiana
$314K +$1.11K +19 +0.4%
Simplex Trading
593
Simplex Trading
Illinois
$311K +$311K +5,331 New
TWM
594
Thrive Wealth Management
Pennsylvania
$311K -$11.1K -189 -3%
OCM
595
Osterweis Capital Management
California
$310K
SAM
596
Smartleaf Asset Management
Massachusetts
$310K +$11K +188 +4%
IFU
597
iSAM Funds (UK)
United Kingdom
$309K +$74.6K +1,274 +32%
Vontobel Holding
598
Vontobel Holding
Switzerland
$306K +$97.8K +1,671 +47%
FSA
599
Financial Security Advisor
Virginia
$306K +$234 +4 +0.1%
HAG
600
HighPoint Advisor Group
Illinois
$304K +$32.6K +532 +12%