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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
SIC
876
SJS Investment Consulting
Ohio
$2.13K
HFM
877
Harvest Fund Management
China
$2K
RA
878
Rise Advisors
New York
$1.98K
KG
879
Kilter Group
New York
$1.98K
DF
880
Dunhill Financial
United Kingdom
$1.94K
JGIA
881
Jackson Grant Investment Advisers
Connecticut
$1.76K
AWM
882
Activest Wealth Management
Florida
$1.76K
BHWM
883
Bay Harbor Wealth Management
Maryland
$1.55K
CWA
884
Carolina Wealth Advisors
South Carolina
$1.54K
PA
885
Pineridge Advisors
Missouri
$1.33K
PWM
886
Parkworth Wealth Management
California
$1.25K
BIA
887
Bell Investment Advisors
California
$1.18K
RWM
888
Rialto Wealth Management
New York
$1.18K
SC
889
Stephens Consulting
Michigan
$1.18K
PWA
890
Principia Wealth Advisory
Texas
$1.03K
RBC
891
Roble Belko & Company
Pennsylvania
$1K
VNA
892
Valley National Advisers
Pennsylvania
$1K
SWIM
893
Smallwood Wealth Investment Management
New Jersey
$955
WPA
894
Wealth Preservation Advisors
Tennessee
$882
HIA
895
HFM Investment Advisors
New Jersey
$808
GC
896
GFG Capital
Florida
$735
ACA
897
American Capital Advisory
Idaho
$662
T
898
Transce3nd
Texas
$661
QWM
899
Quaker Wealth Management
New Jersey
$588
WA
900
WestEnd Advisors
North Carolina
$441