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W.R. Berkley

906 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 346 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
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
GC
801
Garde Capital
Washington
$31.2K
CFS
802
CGC Financial Services
Oregon
$30.9K
BWL
803
Bogart Wealth LLC
Virginia
$29.7K
DMBA
804
Deseret Mutual Benefit Administrators
Utah
$27.8K
PAI
805
Pittenger & Anderson Inc
Nebraska
$27.6K
PWA
806
Physician Wealth Advisors
Utah
$27.4K
TFIPS
807
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.2K
TPWA
808
Twin Peaks Wealth Advisors
California
$27K
HNB
809
Hilltop National Bank
Wyoming
$26.7K
BA
810
Bellwether Advisors
Nebraska
$25.3K
PWMG
811
Prestige Wealth Management Group
New Jersey
$25.1K
FFA
812
Frazier Financial Advisors
Ohio
$24.8K
CT
813
Clearstead Trust
Maine
$23K
PWMG
814
Private Wealth Management Group
New Jersey
$22K
HFS
815
Hantz Financial Services
Michigan
$22K
ZBNA
816
Zions Bancorporation, National Association
Utah
$19.4K
WIM
817
Westside Investment Management
California
$19.2K
CTC
818
Central Trust Company
Missouri
$18.8K
IFS
819
Intelligent Financial Strategies
Minnesota
$17K
PGAM
820
Princeton Global Asset Management
New Jersey
$16.5K
BF
821
BOK Financial
Oklahoma
$16.2K
SCA
822
Stuart Chaussee & Associates
California
$15.9K
FMII
823
Farmers & Merchants Investments Inc
Nebraska
$15K
AAS
824
Ameritas Advisory Services
Nebraska
$14.8K
SSG
825
Summit Securities Group
New York
$14.8K