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W.R. Berkley

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
651
Huntleigh Advisors
Missouri
$291K +$31.3K +440 +12%
NP
652
NorthRock Partners
Minnesota
$288K -$25.3K -356 -8%
MGIA
653
Moneta Group Investment Advisors
Missouri
$287K -$10K -141 -3%
MAS
654
Meeder Advisory Services
Ohio
$285K +$28.5K +401 +11%
CFG
655
Cornerstone Financial Group
Nebraska
$285K -$2.02K -28 -0.7%
SFS
656
Sowell Financial Services
Arkansas
$285K +$285K +4,002 New
LAM
657
Longboard Asset Management
Arizona
$282K
WDC
658
Woodward Diversified Capital
California
$281K +$2.28K +32 +0.8%
Fisher Asset Management
659
Fisher Asset Management
Washington
$280K +$18.9K +266 +7%
DAS
660
Dynamic Advisor Solutions
Arizona
$279K +$279K +3,921 New
CBUSF
661
Construction & Building Unions Superannuation Fund
Australia
$278K +$278K +3,900 New
WFI
662
West Family Investments
California
$276K
NWMG
663
Nicholson Wealth Management Group
South Carolina
$272K +$272K +3,829 New
AFG
664
ABLE Financial Group
Arizona
$272K +$1.42K +20 +0.5%
KFS
665
Kurt F. Somerville
$271K +$271K +3,810 New
DWP
666
Daymark Wealth Partners
Ohio
$270K -$24.6K -346 -8%
CFB
667
Cullen/Frost Bankers
Texas
$270K -$142 -2 -0.1%
BW
668
BIP Wealth
Georgia
$269K
GWANC
669
Guardian Wealth Advisors (North Carolina)
North Carolina
$268K -$1.28K -18 -0.5%
KP
670
Keel Point
Alabama
$267K +$16.7K +234 +7%
AC
671
Avestar Capital
New York
$267K -$58.7K -825 -18%
SSW
672
Smith Shellnut Wilson
Mississippi
$264K
CSC
673
Caldwell Sutter Capital
California
$263K +$28.5K +400 +12%
CCM
674
Chilton Capital Management
Texas
$261K
ONB
675
Old National Bancorp
Indiana
$260K -$561K -7,880 -68%