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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
HFS
876
Hughes Financial Services
Virginia
$2.68K
FNWA
877
Financial Network Wealth Advisors
Utah
$2.5K
SRCM
878
Signature Resources Capital Management
California
$2.5K
CIAS
879
CBIZ Investment Advisory Services
Ohio
$2.28K
MHR
880
Matthew Hamilton Rosenberg
$2.2K
SIC
881
SJS Investment Consulting
Ohio
$2.13K
HFM
882
Harvest Fund Management
China
$2K
RA
883
Rise Advisors
New York
$1.98K
KG
884
Kilter Group
New York
$1.98K
DF
885
Dunhill Financial
United Kingdom
$1.94K
JGIA
886
Jackson Grant Investment Advisers
Connecticut
$1.76K
AWM
887
Activest Wealth Management
Florida
$1.76K
BHWM
888
Bay Harbor Wealth Management
Maryland
$1.55K
CWA
889
Carolina Wealth Advisors
South Carolina
$1.54K
PA
890
Pineridge Advisors
Missouri
$1.33K
PWM
891
Parkworth Wealth Management
California
$1.25K
BIA
892
Bell Investment Advisors
California
$1.18K
RWM
893
Rialto Wealth Management
New York
$1.18K
SC
894
Stephens Consulting
Michigan
$1.18K
PWA
895
Principia Wealth Advisory
Texas
$1.03K
RBC
896
Roble Belko & Company
Pennsylvania
$1K
VNA
897
Valley National Advisers
Pennsylvania
$1K
SWIM
898
Smallwood Wealth Investment Management
New Jersey
$955
WPA
899
Wealth Preservation Advisors
Tennessee
$882
HIA
900
HFM Investment Advisors
New Jersey
$808