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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 %
GC
801
Garde Capital
Washington
$30.2K +$30.2K +424 New
CFS
802
CGC Financial Services
Oregon
$30K
CTC
803
Central Trust Company
Missouri
$29.2K +$3.42K +48 +13%
SWC
804
Spectrum Wealth Counsel
Indiana
$29K +$29K +407 New
BWL
805
Bogart Wealth LLC
Virginia
$28.3K -$1.85K -26 -6%
DMBA
806
Deseret Mutual Benefit Administrators
Utah
$27K
PAI
807
Pittenger & Anderson Inc
Nebraska
$26.7K +$8.04K +113 +43%
PWA
808
Physician Wealth Advisors
Utah
$26.5K
CA
809
CoreCap Advisors
Michigan
$26.2K +$3.35K +47 +15%
PWMG
810
Prestige Wealth Management Group
New Jersey
$24.3K
FFA
811
Frazier Financial Advisors
Ohio
$24K
WT
812
Washington Trust
Rhode Island
$23.6K +$23.6K +331 New
PWMG
813
Private Wealth Management Group
New Jersey
$21.3K
AF
814
Atala Financial
California
$20.1K
GJIA
815
Glass Jacobson Investment Advisors
Maryland
$19.7K
ZBNA
816
Zions Bancorporation, National Association
Utah
$18.9K +$18.9K +265 New
RFG
817
REAP Financial Group
Texas
$18.1K +$5.27K +74 +41%
NS
818
NBC Securities
Alabama
$18K +$18K +265 New
CT
819
Clearstead Trust
Maine
$17.1K +$17.1K +240 New
PPC
820
Park Place Capital
Alabama
$16.7K
IFS
821
Intelligent Financial Strategies
Minnesota
$16.4K
GFPC
822
Global Financial Private Client
Florida
$15.7K +$2.42K +34 +18%
BF
823
BOK Financial
Oklahoma
$15.7K -$71 -1 -0.5%
SCA
824
Stuart Chaussee & Associates
California
$15.4K
HFS
825
Hantz Financial Services
Michigan
$15K -$1.67K -24 -10%