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W.R. Berkley

862 hedge funds and large institutions have $15.5B invested in W.R. Berkley in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 341 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+77
Holders Change %
+9.81%
% of All Funds
11.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
126
Increased
341
Reduced
255
Closed
39
Calls
$10.4M
Puts
$6.69M
Net Calls
+$3.71M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
751
Manchester Capital Management
Vermont
$50.2K
CH
752
Cromwell Holdings
Wyoming
$50.2K
BIG
753
Brooklyn Investment Group
New York
$49.8K +$585 +10 +1%
RCM
754
Raleigh Capital Management
North Carolina
$48.8K -$468 -8 -0.9%
PB
755
Pinnacle Bancorp
Nebraska
$48.5K
CT
756
Colonial Trust
South Carolina
$48.1K +$21.4K +365 +80%
CT
757
Coastline Trust
Rhode Island
$48K
BC
758
Bayforest Capital
United Kingdom
$47.8K +$47.8K +816 New
CCA
759
Catalyst Capital Advisors
New York
$42.5K +$42.5K +726 New
PP
760
PFS Partners
New Jersey
$42.5K +$410 +7 +1%
HC
761
Hoese & Co
Minnesota
$39.5K
TC
762
Trust Company
Kansas
$38.4K
MAS
763
MPWM Advisory Solutions
Georgia
$36.8K +$36.8K +628 New
AAG
764
Armstrong Advisory Group
Massachusetts
$36.2K
PFBT
765
Parkside Financial Bank & Trust
Missouri
$36.1K +$936 +16 +3%
KWAG
766
Kiely Wealth Advisory Group
North Carolina
$35.3K
WA
767
Whipplewood Advisors
Colorado
$35.1K +$35.1K +600 New
MFG
768
Mendota Financial Group
Wisconsin
$32.6K -$28.4K -485 -47%
HWM
769
Hemington Wealth Management
Virginia
$30K +$5.23K +91 +21%
CFO
770
CVA Family Office
Colorado
$28.1K +$5.33K +91 +23%
TWD
771
True Wealth Design
Ohio
$25.9K +$1.81K +31 +8%
Optiver Holding
772
Optiver Holding
Netherlands
$25K +$12.9K +221 +107%
CA
773
Continuum Advisory
Idaho
$24.8K +$4.16K +71 +20%
BWL
774
Bogart Wealth LLC
Virginia
$24.8K +$1.52K +26 +7%
CFS
775
CGC Financial Services
Oregon
$24.6K