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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
12.01%
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 %
TWD
826
True Wealth Design
Ohio
$11.8K 160 +13 +9%
AWM
827
Accredited Wealth Management
Kentucky
$11.8K 160 +160 New
GWSA
828
Global Wealth Strategies & Associates
Colorado
$11.8K 160
SC
829
SouthState Corp
Florida
$11.4K 155 +33 +27%
LFA
830
LGT Financial Advisors
Texas
$10.2K 138 +1 +0.7%
NC
831
NewSquare Capital
Pennsylvania
$10.1K 138 +9 +7%
GKIM
832
GW&K Investment Management
Massachusetts
$9K 125
DIP
833
DT Investment Partners
Pennsylvania
$8.23K 112
PPC
834
Park Place Capital
Alabama
$8.09K 111 -124 -53%
CTWM
835
Cherry Tree Wealth Management
Minnesota
$7.94K 108
KFI
836
Key Financial Inc
Pennsylvania
$7.79K 106
MCM
837
MV Capital Management
Maryland
$7.72K 105 +3 +3%
WWM
838
Wolff Wiese Magana
California
$7.42K 101
TIM
839
Tortoise Investment Management
New York
$7.27K 99 +22 +29%
OAJ
840
Ogorek Anthony Joseph
New York
$7K 108
FDCP
841
Foster Dykema Cabot & Partners
Massachusetts
$6.83K 93
OP
842
ORG Partners
Indiana
$6.12K 84 +84 New
AGWCA
843
Annis Gardner Whiting Capital Advisors
Florida
$5.81K 79 -18 -19%
MWM
844
MorganRosel Wealth Management
Colorado
$5.36K 73
FCAS
845
First Command Advisory Services
Texas
$5.14K 70
HHMI
846
Howard Hughes Medical Institute
Maryland
$4.7K 64 +64 New
MCA
847
Maryland Capital Advisors
Maryland
$4.48K 61 +61 New
FC
848
Family CFO
California
$4.41K 60 +60 New
DPW
849
DiNuzzo Private Wealth
Pennsylvania
$4.19K 57 -2 -3%
AW
850
Avion Wealth
Texas
$4K 61 +13 +27%