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W.R. Berkley

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
601
TCI Wealth Advisors
Arizona
$14K +$14K +300 New
TFM
602
TFC Financial Management
Massachusetts
$13K
BBHC
603
Brown Brothers Harriman & Co
New York
$11K -$133 -3 -1%
ZB
604
Zions Bancorporation
Utah
$11K
HI
605
Harbour Investments
Wisconsin
$11K +$11K +246 New
SCA
606
Stuart Chaussee & Associates
California
$10K -$46 -1 -0.5%
VCM
607
Versant Capital Management
Arizona
$10K -$46 -1 -0.5%
EI
608
Ellevest Inc
New York
$10K +$372 +8 +4%
ADL
609
Asset Dedication LLC
California
$9K
GRP
610
Global Retirement Partners
California
$9K +$283 +6 +3%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$8K
CFN
612
Cordasco Financial Network
Florida
$8K
EW
613
Evoke Wealth
California
$8K
SC
614
Schubert & Co
Texas
$8K +$4.77K +105 +148%
RIM
615
Rockbridge Investment Management
New York
$7.65K
WBC
616
West Branch Capital
Massachusetts
$7K -$1.06K -22 -13%
ZIG
617
Zullo Investment Group
Pennsylvania
$7K
SA
618
SRH Advisors
Kansas
$7K
RG
619
Retirement Group
California
$7K
CWP
620
Concord Wealth Partners
Virginia
$7K
PAI
621
Pittenger & Anderson Inc
Nebraska
$7K +$2.12K +49 +43%
HWA
622
HHM Wealth Advisors
Tennessee
$7K +$7K +146 New
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$7K +150 New
FPS
624
Fieldpoint Private Securities
Connecticut
$6K -$17.8K -365 -75%
BWM
625
BerganKDV Wealth Management
Minnesota
$6K