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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 %
FMII
826
Farmers & Merchants Investments Inc
Nebraska
$14.5K
DJSG
827
D.J. St. Germain
Massachusetts
$14.2K
ADL
828
Asset Dedication LLC
California
$14.2K
BGAI
829
Bruce G. Allen Investments
Colorado
$13.9K -$1.99K -28 -13%
SA
830
SRH Advisors
Kansas
$11.6K
GWSA
831
Global Wealth Strategies & Associates
Colorado
$11.4K
Optiver Holding
832
Optiver Holding
Netherlands
$10.7K -$19.7K -277 -65%
TWD
833
True Wealth Design
Ohio
$10.5K -$21.1K -296 -67%
MSWA
834
Marshall & Sterling Wealth Advisors
New York
$10.1K +$10.1K +142 New
LFA
835
LGT Financial Advisors
Texas
$9.78K -$56.7K -794 -85%
CA
836
Continuum Advisory
Idaho
$9.25K -$20.9K -294 -69%
NC
837
NewSquare Capital
Pennsylvania
$9.18K +$8.9K +125 +3,125%
GKIM
838
GW&K Investment Management
Massachusetts
$9K +$3.53K +49 +64%
LFG
839
Larson Financial Group
Missouri
$8.97K +$1.85K +26 +26%
WPA
840
West Paces Advisors
Georgia
$8.75K
SC
841
SouthState Corp
Florida
$8.68K -$1.78K -25 -17%
SCB
842
Saudi Central Bank
Saudi Arabia
$8.54K +$8.54K +120 New
ETS
843
ESL Trust Services
New York
$8.11K
DIP
844
DT Investment Partners
Pennsylvania
$7.97K
AIC
845
Archer Investment Corporation
Indiana
$7.76K
CTWM
846
Cherry Tree Wealth Management
Minnesota
$7.69K
KFI
847
Key Financial Inc
Pennsylvania
$7.54K
MCM
848
MV Capital Management
Maryland
$7.26K +$1.28K +18 +21%
WWM
849
Wolff Wiese Magana
California
$7.19K +$6.69K +94 +1,343%
OAJ
850
Ogorek Anthony Joseph
New York
$7K +$7K +108 New