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W.R. Berkley

763 hedge funds and large institutions have $15.8B invested in W.R. Berkley in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 275 increasing their positions, 260 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+45
Holders Change %
+6.27%
% of All Funds
11.06%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
99
Increased
275
Reduced
260
Closed
46
Calls
$13.9M
Puts
$19.2M
Net Calls
-$5.3M
Net Calls Change
-$5.38M
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
651
Silver Oak Securities
Tennessee
$79K +$79K +1,340 New
QC
652
Quent Capital
New York
$75.4K -$118 -2 -0.2%
CCA
653
Criterion Capital Advisors
Tennessee
$74.7K +$1.36K +23 +2%
WBC
654
Westpac Banking Corp
Australia
$74.1K +$27.9K +474 +61%
FFO
655
Fortitude Family Office
Arizona
$73.1K
PFBT
656
Parkside Financial Bank & Trust
Missouri
$70.8K +$7.37K +125 +12%
SAG
657
Spotlight Asset Group
Illinois
$68.8K
EWM
658
Evermay Wealth Management
Virginia
$65.4K +$65.4K +1,110 New
GRP
659
Global Retirement Partners
California
$63.5K +$21.4K +363 +51%
CAL
660
Capital Advisors Ltd
Ohio
$63K +$1.06K +18 +2%
DSC
661
Duncker Streett & Co
Missouri
$59.7K
SWS
662
SYSTM Wealth Solutions
Illinois
$57.4K -$1.59K -27 -3%
DCM
663
Davis Capital Management
Florida
$55.9K
LC
664
Lindbrook Capital
California
$53.7K +$2.42K +41 +5%
First Manhattan
665
First Manhattan
New York
$51.8K
PB
666
Pinnacle Bancorp
Nebraska
$48.9K
C
667
Covestor
United Kingdom
$48K +$30.4K +519 +173%
PCMC
668
Planning Capital Management Corporation
Pennsylvania
$47.4K
IFS
669
Intelligent Financial Strategies
Minnesota
$44.5K +$44.5K +755 New
RCM
670
Raleigh Capital Management
North Carolina
$44.1K +$13.6K +231 +45%
PP
671
PFS Partners
New Jersey
$41.8K +$118 +2 +0.3%
Jones Financial Companies
672
Jones Financial Companies
Missouri
$40.5K +$29.3K +498 +263%
SIS
673
Sound Income Strategies
Florida
$39.9K +$33.9K +575 +564%
CSC
674
Caldwell Sutter Capital
California
$39.8K
CTC
675
Central Trust Company
Missouri
$39.1K -$19.5K -330 -33%