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W.R. Berkley

894 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 342 increasing their positions, 328 reducing their positions, and 81 closing their positions.

Holders
894
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
12%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
98
Increased
342
Reduced
328
Closed
81
Calls
$6.11M
Puts
$3.34M
Net Calls
+$2.77M
Net Calls Change
-$6.48M
Name Market Value Shares Shares
Change
Shares
Change %
FFA
801
Frazier Financial Advisors
Ohio
$24.8K 337
CT
802
Clearstead Trust
Maine
$23K 313 +73 +30%
PWMG
803
Private Wealth Management Group
New Jersey
$22K 300
HFS
804
Hantz Financial Services
Michigan
$22K 293 +78 +36%
ZBNA
805
Zions Bancorporation, National Association
Utah
$19.4K 264 -1 -0.4%
WIM
806
Westside Investment Management
California
$19.2K 264 +264 New
CTC
807
Central Trust Company
Missouri
$18.8K 256 -155 -38%
IFS
808
Intelligent Financial Strategies
Minnesota
$17K 231
PGAM
809
Princeton Global Asset Management
New Jersey
$16.5K 225 +225 New
BF
810
BOK Financial
Oklahoma
$16.2K 220
SCA
811
Stuart Chaussee & Associates
California
$15.9K 217
FMII
812
Farmers & Merchants Investments Inc
Nebraska
$15K 204
AAS
813
Ameritas Advisory Services
Nebraska
$14.8K 202 +202 New
SSG
814
Summit Securities Group
New York
$14.8K 201 +201 New
DJSG
815
D.J. St. Germain
Massachusetts
$14.6K 199
ADL
816
Asset Dedication LLC
California
$14.6K 199
SC
817
Solstein Capital
California
$14.3K 194 +194 New
CIAM
818
Caitong International Asset Management
Hong Kong
$14K 191 +183 +2,288%
HCA
819
Harbor Capital Advisors
Illinois
$14K 186 +186 New
BDPWM
820
Barnes Dennig Private Wealth Management
Ohio
$14K 190 +190 New
MSWA
821
Marshall & Sterling Wealth Advisors
New York
$13.6K 185 +43 +30%
AIP
822
Arrowpoint Investment Partners
Singapore
$13.2K 180 +180 New
QL
823
Quarry LP
New York
$13.1K 178 -404 -69%
BGAI
824
Bruce G. Allen Investments
Colorado
$13K 177 -18 -9%
SA
825
SRH Advisors
Kansas
$12K 163