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W.R. Berkley

662 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
11.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
82
Increased
258
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
601
Parkside Financial Bank & Trust
Missouri
$18K -$9.87K -227 -35%
CAC
602
Core Alternative Capital
Georgia
$18K +$18K +408 New
UFF
603
USA Financial Formulas
Michigan
$17K -$881K -20,370 -98%
MA
604
MUFG Americas
New York
$16K +$11.3K +261 +237%
Bank of Montreal
605
Bank of Montreal
Ontario, Canada
$15.3K -$576 -13,204 -4%
PWMG
606
Prestige Wealth Management Group
New Jersey
$15K -$254 -6 -2%
RTC
607
Riverview Trust Company
Washington
$15K
HIM
608
Hillsdale Investment Management
Ontario, Canada
$14K -$620K -13,950 -98%
DA
609
Denali Advisors
California
$13K +$13K +300 New
TFM
610
TFC Financial Management
Massachusetts
$12K
HCP
611
Hexagon Capital Partners
Arkansas
$12K +$12K +276 New
HI
612
Harbour Investments
Wisconsin
$11K
ZB
613
Zions Bancorporation
Utah
$11K
BBHC
614
Brown Brothers Harriman & Co
New York
$11K
SWM
615
Spire Wealth Management
Virginia
$10K -$11.3K -267 -53%
GRP
616
Global Retirement Partners
California
$10K +$52 +1 +0.5%
VCM
617
Versant Capital Management
Arizona
$9K -$618 -14 -6%
SCA
618
Stuart Chaussee & Associates
California
$9K
ADL
619
Asset Dedication LLC
California
$9K
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.63K +37 +22%
TCWA
621
Ten Capital Wealth Advisors
Washington
$9K +$9K +204 New
EW
622
Evoke Wealth
California
$8K
PAI
623
Pittenger & Anderson Inc
Nebraska
$8K +$995 +23 +14%
CA
624
Crewe Advisors
Utah
$8K +$3.33K +77 +71%
SC
625
Schubert & Co
Texas
$7K -$512 -12 -7%