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W.R. Berkley

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
TFM
626
TFC Financial Management
Massachusetts
$12K +$374 +9 +3%
RCM
627
Raleigh Capital Management
North Carolina
$11.3K -$3.81K -92 -25%
HI
628
Harbour Investments
Wisconsin
$11K
PPC
629
Park Place Capital
Alabama
$10.9K
ZB
630
Zions Bancorporation
Utah
$10.9K +$621 +15 +6%
HCP
631
Hexagon Capital Partners
Arkansas
$10.8K -$2.49K -60 -19%
CA
632
Clearstead Advisors
Ohio
$10.5K +$10.5K +252 New
BBHC
633
Brown Brothers Harriman & Co
New York
$10.3K
CWC
634
Carolinas Wealth Consulting
North Carolina
$10.2K +$83 +2 +0.8%
CT
635
Colonial Trust
South Carolina
$9.71K
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$9.34K +$872 +21 +10%
FFA
637
Farther Finance Advisors
California
$9.28K +$2.49K +60 +37%
SCA
638
Stuart Chaussee & Associates
California
$9.03K
PAI
639
Pittenger & Anderson Inc
Nebraska
$8.72K +$1.04K +25 +14%
ADL
640
Asset Dedication LLC
California
$8K
GRP
641
Global Retirement Partners
California
$7.73K +$309 +8 +4%
GWS
642
Glassman Wealth Services
Virginia
$7.04K +$869 +21 +14%
SA
643
SRH Advisors
Kansas
$7K
SFG
644
Steward Financial Group
Texas
$7K +$3.6K +91 +106%
GWSA
645
Global Wealth Strategies & Associates
Colorado
$6.66K
AF
646
Allworth Financial
California
$6.66K +$3.06K +74 +85%
TAM
647
Tucker Asset Management
Colorado
$6.23K +$6.23K +150 New
CWP
648
Concord Wealth Partners
Virginia
$6.16K
EARNEST Partners
649
EARNEST Partners
Georgia
$5.6K
FMP
650
Financial Management Professionals
Texas
$5K +$44 +1 +0.9%