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W.R. Berkley

662 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
11.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
82
Increased
258
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
626
SRH Advisors
Kansas
$7K
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
SPWM
628
Spartan Planning & Wealth Management
North Carolina
$6K -$5.96K -148 -50%
EARNEST Partners
629
EARNEST Partners
Georgia
$6K
TJHA
630
Thomas J. Herzfeld Advisors
Florida
$6K
BWM
631
BerganKDV Wealth Management
Minnesota
$6K
WBC
632
West Branch Capital
Massachusetts
$6K
ZIG
633
Zullo Investment Group
Pennsylvania
$6K
GWS
634
Glassman Wealth Services
Virginia
$6K +$2.86K +71 +91%
FMP
635
Financial Management Professionals
Texas
$5K +$2.12K +48 +74%
CFFP
636
Center for Financial Planning
Michigan
$5K +$5K +105 New
DIP
637
DT Investment Partners
Pennsylvania
$5K +$5K +113 New
APC
638
Aspire Private Capital
North Carolina
$5K +$5K +113 New
AS
639
Altshuler Shaham
Israel
$4K -$129K -3,095 -97%
MA
640
MCF Advisors
Kentucky
$4K
ANBT
641
American National Bank & Trust
Texas
$4K +$4K +83 New
RCM
642
Raleigh Capital Management
North Carolina
$4K +$4K +86 New
LC
643
Lindbrook Capital
California
$3K -$308 -8 -9%
ACM
644
AUA Capital Management
Pennsylvania
$3K
CCM
645
Copeland Capital Management
Pennsylvania
$3K
DI
646
Disciplined Investments
Oklahoma
$3K
AA
647
Addison Advisors
Vermont
$3K
BCMLT
648
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
AF
649
Allworth Financial
California
$3K +$413 +11 +16%
CMBA
650
C.M. Bidwell & Associates
Hawaii
$2K