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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 %
AAG
701
Armstrong Advisory Group
Massachusetts
$35.1K 619 +209 +51%
FCA
702
FinTrust Capital Advisors
South Carolina
$35K 618 +206 +50%
PFBT
703
Parkside Financial Bank & Trust
Missouri
$34.1K 601 +244 +68%
CT
704
Colonial Trust
South Carolina
$25.9K 457 +270 +144%
NS
705
NBC Securities
Alabama
$24K 424 +140 +49%
HWM
706
Hemington Wealth Management
Virginia
$24K 431 +431 New
CFS
707
CGC Financial Services
Oregon
$23.9K 421 +140 +50%
TWD
708
True Wealth Design
Ohio
$23.4K 412 +412 New
SWM
709
Spire Wealth Management
Virginia
$23.3K 411 +92 +29%
FMP
710
Financial Management Professionals
Texas
$23K 408 +155 +61%
DMBA
711
Deseret Mutual Benefit Administrators
Utah
$22.8K 402 +134 +50%
BWL
712
Bogart Wealth LLC
Virginia
$22.5K 397 +132 +50%
QL
713
Quarry LP
New York
$22.2K 392 -138 -26%
CFO
714
CVA Family Office
Colorado
$22.1K 389 +123 +46%
CA
715
Continuum Advisory
Idaho
$21.1K 353 +303 +606%
HNB
716
Hilltop National Bank
Wyoming
$20.7K 364 +121 +50%
CTC
717
Central Trust Company
Missouri
$20.6K 363 +121 +50%
HCP
718
Hexagon Capital Partners
Arkansas
$20.1K 354 +93 +36%
FHA
719
First Horizon Advisors
Tennessee
$19.4K 342 +169 +98%
PWMG
720
Prestige Wealth Management Group
New Jersey
$19.3K 341 +113 +50%
FFA
721
Frazier Financial Advisors
Ohio
$19.1K 337 +112 +50%
PWMG
722
Private Wealth Management Group
New Jersey
$17K 300 +100 +50%
HFS
723
Hantz Financial Services
Michigan
$16K 279 -14,879 -98%
ATS
724
Ashton Thomas Securities
New York
$15.3K 269 +269 New
ZB
725
Zions Bancorporation
Utah
$15K 265 +87 +49%