WRB icon

W.R. Berkley

747 hedge funds and large institutions have $13.8B invested in W.R. Berkley in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 294 increasing their positions, 249 reducing their positions, and 90 closing their positions.

Holders
747
Holders Change
-16
Holders Change %
-2.1%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
83
Increased
294
Reduced
249
Closed
90
Calls
$56.3M
Puts
$7.16M
Net Calls
+$49.2M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
601
Farther Finance Advisors
California
$172K +$101K +1,912 +140%
BEI
602
Benjamin Edwards Inc
Missouri
$171K +$18.6K +354 +12%
WT
603
Whittier Trust
California
$166K
IA
604
IFP Advisors
Florida
$164K +$2.93K +56 +2%
CMBA
605
C.M. Bidwell & Associates
Hawaii
$161K
UFF
606
USA Financial Formulas
Michigan
$156K -$1.17M -22,310 -88%
HI
607
Horizon Investments
North Carolina
$153K -$26.7K -765 -15%
HWA
608
Heritage Wealth Advisors
Virginia
$150K
OIA
609
Optimum Investment Advisors
Illinois
$147K -$7.86K -150 -5%
OP
610
ORG Partners
Indiana
$137K +$137K +2,610 New
PA
611
Parallel Advisors
California
$132K +$10.6K +203 +9%
CFGS
612
Concourse Financial Group Securities
Alabama
$118K +$14.5K +277 +14%
PS
613
Principal Securities
Iowa
$112K +$14.8K +282 +15%
AF
614
Advisornet Financial
Minnesota
$111K -$2.25K -43 -2%
AF
615
Allworth Financial
California
$103K +$44.2K +1,285 +75%
JWA
616
JFS Wealth Advisors
Pennsylvania
$98.5K +$629 +12 +0.6%
LFA
617
LGT Financial Advisors
Texas
$93.4K -$133K -2,532 -59%
AA
618
AlphaCentric Advisors
Puerto Rico
$91.8K +$91.8K +1,752 New
Federated Hermes
619
Federated Hermes
Pennsylvania
$91.2K +$6.5K +124 +8%
SJIM
620
St. Johns Investment Management
Florida
$88.4K
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76.7K
GRP
622
Global Retirement Partners
California
$74.7K +$18.2K +348 +32%
GWM
623
Geneos Wealth Management
Colorado
$72.5K +$157 +3 +0.2%
HIA
624
Harbor Investment Advisory
Maryland
$70.8K -$2.36K -45 -3%
AA
625
Alta Advisers
United Kingdom
$70.7K