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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 %
PWMG
701
Private Wealth Management Group
New Jersey
$17.7K
HNB
702
Huntington National Bank
Ohio
$17.3K -$2.77K -47 -14%
CT
703
Colonial Trust
South Carolina
$16.5K
ZB
704
Zions Bancorporation
Utah
$15.7K
PAI
705
Pittenger & Anderson Inc
Nebraska
$15.5K
AAG
706
Armstrong Advisory Group
Massachusetts
$14.2K
WB
707
Webster Bank
Connecticut
$13.7K +$13.7K +233 New
BBHC
708
Brown Brothers Harriman & Co
New York
$13.5K -$4.3K -73 -24%
BF
709
BOK Financial
Oklahoma
$12.9K -$698 -12 -5%
SCA
710
Stuart Chaussee & Associates
California
$12.8K
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$12K
ADL
712
Asset Dedication LLC
California
$12K
CA
713
Clearstead Advisors
Ohio
$11K -$1.26K -24 -10%
FHA
714
First Horizon Advisors
Tennessee
$11K -$25.2K -428 -70%
FIM
715
Fernwood Investment Management
Massachusetts
$10.7K +$10.7K +182 New
VCM
716
Versant Capital Management
Arizona
$10.6K
SA
717
SRH Advisors
Kansas
$9.64K
GWSA
718
Global Wealth Strategies & Associates
Colorado
$9.46K
TWC
719
TD Waterhouse Canada
Ontario, Canada
$8.35K +$8.35K +114 New
TSWM
720
Tyler-Stone Wealth Management
Ohio
$7.61K
LI
721
LRI Investments
Florida
$7.16K +$7.16K +122 New
DIP
722
DT Investment Partners
Pennsylvania
$6.63K
RFG
723
REAP Financial Group
Texas
$6.6K +$292 +5 +5%
AIC
724
Archer Investment Corporation
Indiana
$6.46K
CTWM
725
Cherry Tree Wealth Management
Minnesota
$6.37K