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W.R. Berkley

652 hedge funds and large institutions have $10.3B invested in W.R. Berkley in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 98 closing their positions.

Holders
652
Holders Change
-32
Holders Change %
-4.68%
% of All Funds
10.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
69
Increased
221
Reduced
263
Closed
98
Calls
$3.67M
Puts
$4.88M
Net Calls
-$1.21M
Net Calls Change
-$1.91M
Name Market Value Shares Shares
Change
Shares
Change %
PPC
601
Park Place Capital
Alabama
$10.4K 175
ZB
602
Zions Bancorporation
Utah
$10.2K 171 -4 -2%
BBHC
603
Brown Brothers Harriman & Co
New York
$9.83K 165
GWS
604
Glassman Wealth Services
Virginia
$9.53K 160 +47 +42%
CT
605
Colonial Trust
South Carolina
$9.29K 156
SCA
606
Stuart Chaussee & Associates
California
$8.64K 145
CA
607
Clearstead Advisors
Ohio
$8.34K 140 -28 -17%
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$8.1K 136 -14 -9%
ADL
609
Asset Dedication LLC
California
$8K 133
HNB
610
Huntington National Bank
Ohio
$6.97K 117 -387 -77%
SA
611
SRH Advisors
Kansas
$6.79K 109
CCM
612
Copeland Capital Management
Pennsylvania
$6.54K 110 +64 +139%
GWSA
613
Global Wealth Strategies & Associates
Colorado
$6.37K 107
CWP
614
Concord Wealth Partners
Virginia
$5.9K 99
FCAG
615
First Capital Advisors Group
New Jersey
$5.54K 93 +93 New
EARNEST Partners
616
EARNEST Partners
Georgia
$5.36K 90
AWM
617
Abound Wealth Management
Tennessee
$5.18K 87 +12 +16%
BWM
618
BerganKDV Wealth Management
Minnesota
$5.18K 87 -123 -59%
TSWM
619
Tyler-Stone Wealth Management
Ohio
$5K 86 +86 New
DIP
620
DT Investment Partners
Pennsylvania
$4.63K 75
APC
621
Aspire Private Capital
North Carolina
$4.47K 75
TJHA
622
Thomas J. Herzfeld Advisors
Florida
$4.35K 73
AIC
623
Archer Investment Corporation
Indiana
$4.35K 73 +73 New
CTWM
624
Cherry Tree Wealth Management
Minnesota
$4.29K 72 +72 New
ANBT
625
American National Bank & Trust
Texas
$3.28K 55