WRB icon

W.R. Berkley

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
626
BerganKDV Wealth Management
Minnesota
$6K
EARNEST Partners
627
EARNEST Partners
Georgia
$6K
MA
628
MUFG Americas
New York
$5K -$45 -1 -0.9%
CA
629
Crewe Advisors
Utah
$5K +$5K +108 New
SFG
630
Steward Financial Group
Texas
$5K +$5K +117 New
GWS
631
Glassman Wealth Services
Virginia
$4K
MA
632
MCF Advisors
Kentucky
$4K +$241 +5 +6%
LC
633
Lindbrook Capital
California
$4K +$1.91K +41 +91%
ACM
634
AUA Capital Management
Pennsylvania
$3K -$39 -1 -1%
BCMLT
635
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
CCM
636
Copeland Capital Management
Pennsylvania
$3K
FMP
637
Financial Management Professionals
Texas
$3K
TCM
638
Tradewinds Capital Management
Washington
$3K
DI
639
Disciplined Investments
Oklahoma
$3K +$600 +15 +25%
PP
640
Pacifica Partners
Canada
$3K +$969 +21 +48%
AA
641
Addison Advisors
Vermont
$3K +$969 +21 +48%
AF
642
Allworth Financial
California
$3K +$2.52K +58 +527%
BPC
643
Banque Pictet & Cie
Switzerland
$2.22K +$2.22K +48,816 New
MCM
644
Manchester Capital Management
Vermont
$2K
LPWM
645
Lake Point Wealth Management
Texas
$2K
CMBA
646
C.M. Bidwell & Associates
Hawaii
$2K
GKIM
647
GW&K Investment Management
Massachusetts
$2K +$2K +38 New
GAG
648
Goodman Advisory Group
Massachusetts
$2K +$2K +47 New
SCM
649
Segantii Capital Management
Hong Kong
$1.94K +$1.94K +42,600 New
WA
650
Win Advisors
Florida
$1K