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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 %
SFA
676
Sequoia Financial Advisors
Ohio
$259K +$7.12K +100 +3%
CF
677
Cyr Financial
Illinois
$257K -$5.12K -72 -2%
FNBT
678
FineMark National Bank & Trust
Florida
$255K -$142 -2 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
679
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$255K +$255K +3,580 New
CGL
680
Clarius Group LLC
Washington
$254K +$1.35K +19 +0.5%
CAG
681
Crestwood Advisors Group
Massachusetts
$254K -$783 -11 -0.3%
Jones Financial Companies
682
Jones Financial Companies
Missouri
$253K +$84.7K +1,189 +50%
TNBTD
683
Trustmark National Bank Trust Department
Mississippi
$250K
GWMIA
684
Global Wealth Management Investment Advisory
Florida
$249K -$35.6K -500 -13%
TAM
685
Trust Asset Management
Texas
$247K -$3.63K -51 -1%
PA
686
Parallel Advisors
California
$246K +$10.6K +149 +5%
CFG
687
Citizens Financial Group
Rhode Island
$243K -$1.14K -16 -0.5%
NP
688
Nilsine Partners
Colorado
$243K +$243K +3,408 New
AIA
689
AIMZ Investment Advisors
California
$240K +$240K +3,375 New
JHCP
690
Jackson Hole Capital Partners
Oklahoma
$240K +$240K +3,370 New
SPA
691
Sherbrooke Park Advisers
New York
$240K +$240K +3,366 New
AF
692
Advisornet Financial
Minnesota
$237K +$19.8K +278 +9%
IHWM
693
Iron Horse Wealth Management
Iowa
$237K
SIM
694
Stratos Investment Management
Ohio
$236K +$236K +3,314 New
BTI
695
Blue Trust Inc
Georgia
$235K +$32.4K +455 +16%
Fayez Sarofim & Co
696
Fayez Sarofim & Co
Texas
$235K +$235K +3,300 New
CIA
697
Concurrent Investment Advisors
Florida
$235K +$235K +3,296 New
IAP
698
Indie Asset Partners
Indiana
$233K +$233K +3,273 New
ABTD
699
Arvest Bank Trust Division
Oklahoma
$232K +$232K +3,263 New
OWA
700
One Wealth Advisors
California
$230K -$23.2K -326 -9%