WRB icon

W.R. Berkley

862 hedge funds and large institutions have $15.5B invested in W.R. Berkley in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 341 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+77
Holders Change %
+9.81%
% of All Funds
11.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
126
Increased
341
Reduced
255
Closed
39
Calls
$10.4M
Puts
$6.69M
Net Calls
+$3.71M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
676
One Wealth Advisors
California
$208K
CGL
677
Clarius Group LLC
Washington
$208K +$59 +1 +0%
SFA
678
Sequoia Financial Advisors
Ohio
$208K +$208K +3,546 New
CI
679
CX Institutional
Indiana
$207K +$207K +3,541 New
TAM
680
Trust Asset Management
Texas
$207K
KP
681
Keel Point
Alabama
$206K +$206K +3,517 New
TNBTD
682
Trustmark National Bank Trust Department
Mississippi
$206K +$206K +3,514 New
SWP
683
Significant Wealth Partners
Illinois
$202K +$202K +3,459 New
CFG
684
Citizens Financial Group
Rhode Island
$201K +$201K +3,430 New
QCG
685
Quadrant Capital Group
Ohio
$197K -$13.7K -234 -7%
IHWM
686
Iron Horse Wealth Management
Iowa
$195K
PA
687
Parallel Advisors
California
$194K +$16.3K +278 +9%
CSC
688
Caldwell Sutter Capital
California
$193K +$124K +2,125 +181%
Walleye Trading
689
Walleye Trading
New York
$192K +$112K +1,917 +140%
CI Investments Inc
690
CI Investments Inc
Ontario, Canada
$181K -$534K -9,108 -75%
CMBA
691
C.M. Bidwell & Associates
Hawaii
$180K
AF
692
Advisornet Financial
Minnesota
$179K -$3.1K -53 -2%
OWP
693
ORG Wealth Partners
Texas
$178K +$25.6K +437 +17%
WT
694
Whittier Trust
California
$175K -$17.8K -304 -9%
EBA
695
Eagle Bay Advisors
New York
$169K -$31.2K -534 -16%
HWA
696
Heritage Wealth Advisors
Virginia
$168K
BTI
697
Blue Trust Inc
Georgia
$167K -$39.4K -673 -19%
OIA
698
Optimum Investment Advisors
Illinois
$165K
FIM
699
FWL Investment Management
Texas
$157K +$157K +2,691 New
Jones Financial Companies
700
Jones Financial Companies
Missouri
$138K +$54.9K +939 +66%