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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 %
EWM
726
Empirical Wealth Management
Washington
$207K +$207K +2,904 New
CS
727
Cannell & Spears
New York
$205K +$205K +2,877 New
IIM
728
Ipswich Investment Management
Massachusetts
$205K +$205K +2,877 New
HWA
729
Heritage Wealth Advisors
Virginia
$204K
CWP
730
Curated Wealth Partners
California
$200K +$200K +2,815 New
ESBC
731
E.S. Barr & Co
Kentucky
$200K +$200K +2,812 New
SO
732
Sierra Ocean
California
$180K +$180K +2,530 New
LI
733
LRI Investments
Florida
$176K -$110K -1,549 -39%
WSFS
734
Wilmington Savings Fund Society
Delaware
$164K +$41K +576 +33%
LS
735
Livforsakringsbolaget Skandia
Sweden
$156K
OIA
736
Optimum Investment Advisors
Illinois
$154K -$46.3K -650 -23%
TFA
737
Transamerica Financial Advisors
Florida
$153K -$1.72K -24 -1%
OWP
738
ORG Wealth Partners
Texas
$152K -$62.2K -886 -29%
JWA
739
JFS Wealth Advisors
Pennsylvania
$136K +$285 +4 +0.2%
Federated Hermes
740
Federated Hermes
Pennsylvania
$124K -$33.6K -472 -21%
HNB
741
Huntington National Bank
Ohio
$123K +$25.3K +356 +26%
SJIM
742
St. Johns Investment Management
Florida
$120K
MAS
743
MPWM Advisory Solutions
Georgia
$119K +$74.7K +1,050 +167%
VCM
744
Versant Capital Management
Arizona
$118K +$102K +1,431 +642%
C
745
Covestor
United Kingdom
$116K +$19.3K +272 +20%
EB
746
Eastern Bank
Massachusetts
$116K
AIM
747
Anchor Investment Management
South Carolina
$110K
FPF
748
First Pacific Financial
Washington
$106K
LC
749
Lindbrook Capital
California
$105K +$30.7K +431 +41%
FIM
750
FWL Investment Management
Texas
$105K -$86.5K -1,216 -45%