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W.R. Berkley

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
601
PFS Partners
New Jersey
$28.8K +$249 +6 +0.9%
TC
602
Trust Company
Kansas
$27.3K
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$27.1K +$2.74K +66 +11%
SSG
604
Summit Securities Group
New York
$25K +$12K +286 +92%
TFP
605
Tilia Fiduciary Partners
North Carolina
$24.5K +$42 +1 +0.2%
PI
606
PineBridge Investments
New York
$22.5K +$1.66K +40 +8%
DMBA
607
Deseret Mutual Benefit Administrators
Utah
$21.7K
UFF
608
USA Financial Formulas
Michigan
$21.4K +$21.4K +515 New
LS
609
Livforsakringsbolaget Skandia
Sweden
$20.6K
CFO
610
CVA Family Office
Colorado
$20K -$332 -8 -2%
PFBT
611
Parkside Financial Bank & Trust
Missouri
$19.7K -$8.21K -198 -29%
AAP
612
Arax Advisory Partners
Colorado
$19.6K -$11.3K -273 -37%
BWL
613
Bogart Wealth LLC
Virginia
$16.5K
CIA
614
Cape Investment Advisory
Georgia
$15.8K +$15.8K +380 New
VWM
615
Venturi Wealth Management
Texas
$15.3K +$15.3K +368 New
JIR
616
James Investment Research
Ohio
$15K -$28.1K -661 -65%
RTC
617
Riverview Trust Company
Washington
$14.9K
PWMG
618
Prestige Wealth Management Group
New Jersey
$14.2K
HT
619
Headlands Technologies
Illinois
$14.2K +$14.2K +342 New
FCA
620
Fortis Capital Advisors
Kansas
$13.2K -$237K -5,711 -95%
VCM
621
Versant Capital Management
Arizona
$13.1K +$4.81K +116 +58%
BWM
622
BerganKDV Wealth Management
Minnesota
$13.1K +$7.64K +184 +140%
LC
623
Lindbrook Capital
California
$12.6K -$3.23K -78 -20%
TH
624
TCTC Holdings
Texas
$12.5K +$12.5K +300 New
CSPIA
625
Cary Street Partners Investment Advisory
Virginia
$12.5K +$12.5K +300 New