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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 %
MCM
776
Manchester Capital Management
Vermont
$66.5K +$5.41K +76 +9%
MPWT
777
MassMutual Private Wealth & Trust
Connecticut
$64.7K -$19.8K -278 -23%
CH
778
Cromwell Holdings
Wyoming
$62.3K +$1.28K +18 +2%
MCM
779
MAI Capital Management
Ohio
$60.3K +$39.6K +556 +191%
PB
780
Pinnacle Bancorp
Nebraska
$59K
SIM
781
Sentry Investment Management
Wisconsin
$57K -$17K -262 -23%
RCM
782
Raleigh Capital Management
North Carolina
$51.8K -$7.54K -106 -13%
PP
783
PFS Partners
New Jersey
$51.7K +$71 +1 +0.1%
DCM
784
Davis Capital Management
Florida
$48K -$20.1K -283 -30%
HC
785
Hoese & Co
Minnesota
$48K
CT
786
Colonial Trust
South Carolina
$47.4K -$11.1K -156 -19%
TC
787
Trust Company
Kansas
$46.8K
HWM
788
Hemington Wealth Management
Virginia
$45K +$8.07K +114 +22%
PFBT
789
Parkside Financial Bank & Trust
Missouri
$44.6K +$712 +10 +2%
CT
790
Coastline Trust
Rhode Island
$44.3K -$14.2K -199 -24%
WA
791
Whipplewood Advisors
Colorado
$43.6K -$61.9K -352 -59%
QL
792
Quarry LP
New York
$41.4K -$60.6K -851 -59%
KGP
793
Keystone Global Partners
Colorado
$41.4K +$41.4K +582 New
CFO
794
CVA Family Office
Colorado
$37.6K +$3.49K +49 +10%
CCA
795
Catalyst Capital Advisors
New York
$37.5K -$14.2K -199 -27%
AAG
796
Armstrong Advisory Group
Massachusetts
$36.2K
NEWAS
797
N.E.W. Advisory Services
Wisconsin
$35.7K +$35.7K +501 New
FHA
798
First Horizon Advisors
Tennessee
$35.3K +$7.63K +107 +28%
CHC
799
City Holding Co
West Virginia
$34.3K +$34.3K +482 New
FMP
800
Financial Management Professionals
Texas
$32K +$3.35K +47 +12%