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W.R. Berkley

898 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+36
Holders Change %
+4.18%
% of All Funds
12.2%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
124
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 %
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K -$2.14K -30 -2%
NFSG
752
Newbridge Financial Services Group
Florida
$103K +$7.33K +103 +8%
CVM
753
Cheviot Value Management
California
$97.9K +$97.9K +1,350 New
HIA
754
Harbor Investment Advisory
Maryland
$96.1K
EI
755
eCIO Inc
Wisconsin
$95.9K +$95.9K +1,348 New
SW
756
SVB Wealth
Massachusetts
$93K +$93K +1,307 New
FFO
757
Fortitude Family Office
Arizona
$91.5K -$4.77K -67 -5%
QC
758
Quent Capital
New York
$91.5K
SVWA
759
Sarver Vrooman Wealth Advisors
Missouri
$90.2K +$90.2K +1,268 New
WBC
760
Westpac Banking Corp
Australia
$89.4K
HCP
761
Hexagon Capital Partners
Arkansas
$85.9K +$6.4K +90 +8%
PFP
762
Pinnacle Financial Partners
Tennessee
$85.8K
WTC
763
WhitTier Trust Company
Nevada
$83.3K -$640 -9 -0.8%
PW
764
Pandora Wealth
Illinois
$83K +$83K +1,167 New
TWC
765
TD Waterhouse Canada
Ontario, Canada
$81.4K +$10.8K +156 +15%
CA
766
Clearstead Advisors
Ohio
$80.9K -$287K -4,027 -78%
MWM
767
Mascoma Wealth Management
New Hampshire
$80.1K -$3.2K -45 -4%
WF
768
Wayfinding Financial
Washington
$79K +$79K +1,120 New
EWM
769
Evermay Wealth Management
Virginia
$79K
CFD
770
Creative Financial Designs
Indiana
$78.5K +$15.5K +218 +25%
CAL
771
Capital Advisors Ltd
Ohio
$76K +$358 +5 +0.5%
BIG
772
Brooklyn Investment Group
New York
$72.1K +$11.5K +162 +19%
CWM
773
Crowley Wealth Management
Delaware
$72K
DSC
774
Duncker Streett & Co
Missouri
$72K
WA
775
WPG Advisers
Maryland
$70K -$30.9K -434 -31%