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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 Market Value Shares Shares
Change
Shares
Change %
1IA
626
1620 Investment Advisors
Massachusetts
$70.1K 300 +300 New
SIM
627
Sentry Investment Management
Wisconsin
$69K 885 -181 -17%
QC
628
Quent Capital
New York
$67.1K 854 +2 +0.2%
CCA
629
Criterion Capital Advisors
Tennessee
$66.4K 845
WBC
630
Westpac Banking Corp
Australia
$65.9K 838
FFO
631
Fortitude Family Office
Arizona
$65K 827
SOS
632
Silver Oak Securities
Tennessee
$64.4K 819 -74 -8%
MWM
633
Mascoma Wealth Management
New Hampshire
$62.1K 790 +790 New
SAG
634
Spotlight Asset Group
Illinois
$61.1K 778
Jones Financial Companies
635
Jones Financial Companies
Missouri
$58.3K 742 +284 +62%
EWM
636
Evermay Wealth Management
Virginia
$58.2K 740
CAL
637
Capital Advisors Ltd
Ohio
$57K 730 +14 +2%
MFG
638
Mendota Financial Group
Wisconsin
$54.5K 694 -346 -33%
DSC
639
Duncker Streett & Co
Missouri
$53K 675
DCM
640
Davis Capital Management
Florida
$50.5K 639
PCM
641
Penserra Capital Management
California
$50K 958 +5 +0.5%
LC
642
Lindbrook Capital
California
$48.8K 621 +14 +2%
AAP
643
Arax Advisory Partners
Colorado
$48K 611 +296 +94%
WTC
644
WhitTier Trust Company
Nevada
$47.4K 603 +599 +14,975%
RCM
645
Raleigh Capital Management
North Carolina
$45.5K 579 +80 +16%
MCM
646
Manchester Capital Management
Vermont
$45.3K 577 +538 +1,379%
CH
647
Cromwell Holdings
Wyoming
$44.9K 572 +572 New
PB
648
Pinnacle Bancorp
Nebraska
$43.5K 553
PCMC
649
Planning Capital Management Corporation
Pennsylvania
$42.1K 536
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$42.1K 536 +116 +28%