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W.R. Berkley

785 hedge funds and large institutions have $14.4B invested in W.R. Berkley in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 637 increasing their positions, 36 reducing their positions, and 59 closing their positions.

Holders
785
Holders Change
+38
Holders Change %
+5.09%
% of All Funds
11.36%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
104
Increased
637
Reduced
36
Closed
59
Calls
$14M
Puts
$10.4M
Net Calls
+$3.58M
Net Calls Change
-$45.6M
Name Market Value Shares Shares
Change
Shares
Change %
MWM
676
Mascoma Wealth Management
New Hampshire
$66.4K 1,170 +380 +48%
LC
677
Lindbrook Capital
California
$64K 1,128 +507 +82%
EWM
678
Evermay Wealth Management
Virginia
$63K 1,110 +370 +50%
CA
679
Claris Advisors
Missouri
$62.6K 1,104 +1,104 New
TWC
680
TD Waterhouse Canada
Ontario, Canada
$62.2K 1,077 +923 +599%
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$62K 1,093 +557 +104%
CAL
682
Capital Advisors Ltd
Ohio
$60K 1,056 +326 +45%
MFG
683
Mendota Financial Group
Wisconsin
$59.1K 1,042 +348 +50%
DSC
684
Duncker Streett & Co
Missouri
$57.4K 1,012 +337 +50%
DCM
685
Davis Capital Management
Florida
$54.3K 958 +319 +50%
AAP
686
Arax Advisory Partners
Colorado
$52.8K 931 +320 +52%
LFA
687
LGT Financial Advisors
Texas
$52.8K 930 -259 -22%
MCM
688
Manchester Capital Management
Vermont
$48.7K 858 +281 +49%
CH
689
Cromwell Holdings
Wyoming
$48.6K 857 +285 +50%
RCM
690
Raleigh Capital Management
North Carolina
$47.8K 843 +264 +46%
BIG
691
Brooklyn Investment Group
New York
$47.7K 841 +841 New
PB
692
Pinnacle Bancorp
Nebraska
$47K 829 +276 +50%
CT
693
Coastline Trust
Rhode Island
$46.6K 821 +821 New
CFD
694
Creative Financial Designs
Indiana
$45.5K 801 +416 +108%
TIM
695
Tortoise Investment Management
New York
$43.9K 773 +309 +67%
PP
696
PFS Partners
New Jersey
$40.8K 719 +243 +51%
HC
697
Hoese & Co
Minnesota
$38.3K 675 +225 +50%
TC
698
Trust Company
Kansas
$37.3K 657 +219 +50%
GM
699
GeoWealth Management
Illinois
$35.8K 634 +634 New
KWAG
700
Kiely Wealth Advisory Group
North Carolina
$35.2K 580