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W.R. Berkley

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
CCC
601
Compass Capital Corp
Massachusetts
$377K -$7.05K -99 -2%
HAG
602
HighPoint Advisor Group
Illinois
$377K +$22.5K +316 +6%
OCM
603
Osterweis Capital Management
California
$376K
HAS
604
Horizon Advisory Services
New York
$375K +$7.4K +104 +2%
FWP
605
Firethorn Wealth Partners
Georgia
$375K +$47.1K +662 +14%
BFG
606
Beacon Financial Group
Texas
$374K -$11.4K -160 -3%
S
607
SignatureFD
Georgia
$370K +$46.7K +656 +14%
AWM
608
AE Wealth Management
Kansas
$368K +$34.7K +487 +10%
FSA
609
Financial Security Advisor
Virginia
$368K -$3.84K -54 -1%
HKIMG
610
Hutchens & Kramer Investment Management Group
Indiana
$368K -$13.7K -192 -4%
SAM
611
Smartleaf Asset Management
Massachusetts
$365K -$12.1K -170 -3%
PWAC
612
Private Wealth Advisors (California)
California
$363K +$498 +7 +0.1%
VI
613
Vestcor Inc
New Brunswick, Canada
$362K +$1.14K +16 +0.3%
SWM
614
Spire Wealth Management
Virginia
$359K +$9.39K +132 +3%
GWM
615
Geneos Wealth Management
Colorado
$356K +$191K +2,456 +116%
MPM
616
MBB Public Markets
Illinois
$355K +$355K +4,984 New
NI
617
NDVR Inc
Massachusetts
$348K -$14.4K -202 -4%
AF
618
Allworth Financial
California
$347K +$20.6K +287 +6%
OC
619
Oppenheimer & Co
New York
$345K +$13.8K +194 +4%
PCA
620
Pallas Capital Advisors
Massachusetts
$343K +$343K +4,817 New
AFG
621
Atomi Financial Group
New York
$342K -$4.63K -65 -1%
AWM
622
Apollon Wealth Management
South Carolina
$340K +$45.5K +640 +15%
VFA
623
Valeo Financial Advisors
Indiana
$340K +$4.34K +61 +1%
CW
624
CreativeOne Wealth
Kansas
$338K -$12.2K -172 -3%
ISL
625
Ingalls & Snyder LLC
New York
$336K -$4.2K -59 -1%