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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 %
TC
676
Trust Company
Kansas
$38.7K
HC
677
Hoese & Co
Minnesota
$37.6K
MPWT
678
MassMutual Private Wealth & Trust
Connecticut
$37.1K -$10K -170 -21%
FCA
679
FinTrust Capital Advisors
South Carolina
$36.4K
VWM
680
Venturi Wealth Management
Texas
$33.1K +$236 +4 +0.7%
KWAG
681
Kiely Wealth Advisory Group
North Carolina
$29.9K
LS
682
Livforsakringsbolaget Skandia
Sweden
$29.3K
SWM
683
Spire Wealth Management
Virginia
$28.5K +$531 +9 +2%
NS
684
NBC Securities
Alabama
$28K -$3.75K -65 -12%
AAP
685
Arax Advisory Partners
Colorado
$27.9K
CJ
686
Caitlin John
Michigan
$27.8K +$118 +2 +0.4%
BGAI
687
Bruce G. Allen Investments
Colorado
$27.2K -$4.36K -74 -14%
CTA
688
Colonial Trust Advisors
South Carolina
$25.5K +$25.3K +429 +14,300%
TIM
689
Tortoise Investment Management
New York
$25.4K +$25.4K +431 New
CFS
690
CGC Financial Services
Oregon
$24.9K -$74.6K -1,266 -75%
DMBA
691
Deseret Mutual Benefit Administrators
Utah
$23.7K
BWL
692
Bogart Wealth LLC
Virginia
$23.4K
CFO
693
CVA Family Office
Colorado
$23K
FMP
694
Financial Management Professionals
Texas
$22K +$811 +14 +4%
HNB
695
Hilltop National Bank
Wyoming
$21.5K +$21.5K +365 New
PWMG
696
Prestige Wealth Management Group
New Jersey
$21.2K -$2.48K -42 -10%
RTC
697
Riverview Trust Company
Washington
$21.2K +$21.2K +360 New
HCP
698
Hexagon Capital Partners
Arkansas
$21.1K +$5.3K +90 +33%
FFA
699
Frazier Financial Advisors
Ohio
$19.9K
PPC
700
Park Place Capital
Alabama
$19.3K