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W.R. Berkley

747 hedge funds and large institutions have $13.8B invested in W.R. Berkley in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 294 increasing their positions, 249 reducing their positions, and 90 closing their positions.

Holders
747
Holders Change
-16
Holders Change %
-2.1%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
83
Increased
294
Reduced
249
Closed
90
Calls
$56.3M
Puts
$7.16M
Net Calls
+$49.2M
Net Calls Change
+$54.5M
Name Market Value Shares Shares
Change
Shares
Change %
TJHA
726
Thomas J. Herzfeld Advisors
Florida
$1.68K 32 +32 New
DF
727
Dunhill Financial
United Kingdom
$1.38K 18 +1 +6%
JGIA
728
Jackson Grant Investment Advisers
Connecticut
$1.26K 16
LIA
729
Lynx Investment Advisory
District of Columbia
$1.26K 16 +16 New
LFG
730
Larson Financial Group
Missouri
$1.1K 14 +12 +600%
IC
731
Innealta Capital
Texas
$1.1K 14 +14 New
TAM
732
Tucker Asset Management
Colorado
$1.1K 14 +14 New
RFG
733
RFP Financial Group
Georgia
$1.02K 13 -37 -74%
KFI
734
Key Financial Inc
Pennsylvania
$1.02K 13 +13 New
VNA
735
Valley National Advisers
Pennsylvania
$1K 15
AW
736
Avion Wealth
Texas
$1K 23 +6 +35%
Twin Tree Management
737
Twin Tree Management
Texas
$864 11 +11 New
ECM
738
Everence Capital Management
Indiana
$756 9,825
JWM
739
Janiczek Wealth Management
Colorado
$708 9
WWP
740
WR Wealth Planners
Missouri
$471 6 +6 New
WWM
741
Wolff Wiese Magana
California
$393 5 -41 -89%
VWA
742
Valued Wealth Advisors
Utah
$315 4
CTB
743
Country Trust Bank
Illinois
$314 4 +4 New
SFC
744
Strategic Financial Concepts
Texas
$306 16,971 +16,971 New
SWA
745
SOA Wealth Advisors
New York
$80 1
WA
746
WestEnd Advisors
North Carolina
$79 1
YDMI
747
Y.D. More Investments
Israel
$23 108 +108 New
DWM
748
Dogwood Wealth Management
Kansas
JCM
749
Junto Capital Management
New York
-468,923 Closed
WP
750
Woodline Partners
California
-299,882 Closed