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W.R. Berkley

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K
Name Market Value Shares Shares
Change
Shares
Change %
AAG
601
Armstrong Advisory Group
Massachusetts
$12.7K 200
GA
602
GoalVest Advisory
New York
$11.9K 188 +8 +4%
HCP
603
Hexagon Capital Partners
Arkansas
$11.4K 179
PAI
604
Pittenger & Anderson Inc
Nebraska
$11.1K 175 -2,200 -93%
PPC
605
Park Place Capital
Alabama
$11.1K 175
ZB
606
Zions Bancorporation
Utah
$10.9K 171
BBHC
607
Brown Brothers Harriman & Co
New York
$10.5K 165
BF
608
BOK Financial
Oklahoma
$10.5K 155 +147 +1,838%
GWS
609
Glassman Wealth Services
Virginia
$10.2K 160
CT
610
Colonial Trust
South Carolina
$9.9K 156
SCA
611
Stuart Chaussee & Associates
California
$9.21K 145
PCTC
612
Perkins Coie Trust Company
Washington
$9.02K 142 +142 New
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$8.64K 136
ADL
614
Asset Dedication LLC
California
$8K 133
HNB
615
Huntington National Bank
Ohio
$7.24K 114 -3 -3%
SA
616
SRH Advisors
Kansas
$6.92K 109
GWSA
617
Global Wealth Strategies & Associates
Colorado
$6.79K 107
MA
618
MCF Advisors
Kentucky
$6.48K 102 +50 +96%
CWP
619
Concord Wealth Partners
Virginia
$6.29K 99
SFG
620
Steward Financial Group
Texas
$6K 102 +102 New
EARNEST Partners
621
EARNEST Partners
Georgia
$5.71K 90
TSWM
622
Tyler-Stone Wealth Management
Ohio
$5K 86
CAL
623
Capital Analysts LLC
Pennsylvania
$5K 85 +85 New
AWM
624
Abound Wealth Management
Tennessee
$4.76K 75 -12 -14%
DIP
625
DT Investment Partners
Pennsylvania
$4.76K 75