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W.R. Berkley

911 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 348 increasing their positions, 334 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.6M
Puts
$6.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
801
Armstrong Advisory Group
Massachusetts
$36.8K
CFO
802
CVA Family Office
Colorado
$35K
MYIA
803
Mount Yale Investment Advisors
Colorado
$33.8K
FMP
804
Financial Management Professionals
Texas
$33.2K
LFG
805
Larson Financial Group
Missouri
$32.3K
GC
806
Garde Capital
Washington
$31.2K
CFS
807
CGC Financial Services
Oregon
$30.9K
BWL
808
Bogart Wealth LLC
Virginia
$29.7K
DMBA
809
Deseret Mutual Benefit Administrators
Utah
$27.8K
PAI
810
Pittenger & Anderson Inc
Nebraska
$27.6K
PWA
811
Physician Wealth Advisors
Utah
$27.4K
TFIPS
812
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.2K
TPWA
813
Twin Peaks Wealth Advisors
California
$27K
HNB
814
Hilltop National Bank
Wyoming
$26.7K
BA
815
Bellwether Advisors
Nebraska
$25.3K
PWMG
816
Prestige Wealth Management Group
New Jersey
$25.1K
FFA
817
Frazier Financial Advisors
Ohio
$24.8K
CT
818
Clearstead Trust
Maine
$23K
PWMG
819
Private Wealth Management Group
New Jersey
$22K
HFS
820
Hantz Financial Services
Michigan
$22K
ZBNA
821
Zions Bancorporation, National Association
Utah
$19.4K
WIM
822
Westside Investment Management
California
$19.2K
CTC
823
Central Trust Company
Missouri
$18.8K
IFS
824
Intelligent Financial Strategies
Minnesota
$17K
PGAM
825
Princeton Global Asset Management
New Jersey
$16.5K