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W.R. Berkley

710 hedge funds and large institutions have $13.1B invested in W.R. Berkley in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 266 increasing their positions, 235 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+48
Holders Change %
+7.25%
% of All Funds
11.46%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.21%
New
105
Increased
266
Reduced
235
Closed
45
Calls
$6.47M
Puts
$2.44M
Net Calls
+$4.03M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
651
Carolinas Wealth Consulting
North Carolina
$11.8K +$11.8K +243 New
CT
652
Colonial Trust
South Carolina
$11.3K +$11.3K +234 New
SCA
653
Stuart Chaussee & Associates
California
$10.5K
ADL
654
Asset Dedication LLC
California
$10K
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$9.87K
TCWA
656
Ten Capital Wealth Advisors
Washington
$9.87K
VCM
657
Versant Capital Management
Arizona
$9.72K -$145 -3 -1%
GRP
658
Global Retirement Partners
California
$9.29K
SC
659
Schubert & Co
Texas
$9.29K +$1.36K +28 +17%
PAI
660
Pittenger & Anderson Inc
Nebraska
$8.93K
TFS
661
TrustCore Financial Services
Tennessee
$8.13K +$8.13K +168 New
SA
662
SRH Advisors
Kansas
$8K
FFA
663
Farther Finance Advisors
California
$7.91K +$7.91K +164 New
GWSA
664
Global Wealth Strategies & Associates
Colorado
$7.77K +$7.77K +161 New
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.26K
GWS
666
Glassman Wealth Services
Virginia
$7.18K
SPWM
667
Spartan Planning & Wealth Management
North Carolina
$7.18K
CWP
668
Concord Wealth Partners
Virginia
$7.18K +$7.18K +149 New
WBC
669
West Branch Capital
Massachusetts
$7.04K
SWM
670
Spire Wealth Management
Virginia
$7K -$3.8K -83 -35%
ZIG
671
Zullo Investment Group
Pennsylvania
$6.97K
TJHA
672
Thomas J. Herzfeld Advisors
Florida
$6.92K +$432 +9 +7%
EARNEST Partners
673
EARNEST Partners
Georgia
$6.53K
CAC
674
Core Alternative Capital
Georgia
$6.31K -$13.4K -277 -68%
BWM
675
BerganKDV Wealth Management
Minnesota
$6.31K