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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$522M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.9M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$72.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$358M
5
Morgan Stanley
5
Morgan Stanley
New York
$830M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$44.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$14.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$144K
5
Man Group
5
Man Group
United Kingdom
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
DnB Asset Management
226
DnB Asset Management
Norway
$2.46M 38,825 +2,237 +6%
Robeco Institutional Asset Management
227
Robeco Institutional Asset Management
Netherlands
$2.44M 38,491 -9,403 -20%
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$2.42M 38,828 +349 +0.9%
IAA
229
Independent Advisor Alliance
North Carolina
$2.42M 38,159 +3,721 +11%
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$2.41M 37,971 +34,015 +860%
Verition Fund Management
231
Verition Fund Management
Connecticut
$2.38M 37,531 -16,374 -30%
Creative Planning
232
Creative Planning
Kansas
$2.38M 37,433 -166 -0.4%
GC
233
Guggenheim Capital
Illinois
$2.33M 36,764 +8,129 +28%
KA
234
KLCM Advisors
Wisconsin
$2.31M 36,349 – –
AIP
235
Ameritas Investment Partners
Nebraska
$2.3M 36,189 -2,839 -7%
GWCM
236
Godshalk Welsh Capital Management
Pennsylvania
$2.28M 35,972 -2,400 -6%
CNB
237
Czech National Bank
Czech Republic
$2.26M 35,557 +11,786 +50%
GAM
238
Griffin Asset Management
New York
$2.25M 35,479 – –
MF
239
Manchester Financial
California
$2.24M 35,268 -701 -2%
MIC
240
Means Investment Company
Maine
$2.24M 35,224 +56 +0.2%
ACM
241
Alamar Capital Management
California
$2.23M 35,122 +3,607 +11%
ASN
242
Advisory Services Network
Georgia
$2.22M 34,996 +23,572 +206%
OQS
243
Occudo Quantitative Strategies
Florida
$2.22M 34,933 -24,919 -42%
URS
244
Utah Retirement Systems
Utah
$2.22M 34,901 -1,600 -4%
Mirae Asset Global Investments
245
Mirae Asset Global Investments
South Korea
$2.2M 34,679 +2,868 +9%
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$2.2M 34,655 +2,577 +8%
DIA
247
Dean Investment Associates
Ohio
$2.2M 34,603 +7,860 +29%
TAF
248
Tredje AP-fonden
Sweden
$2.19M 34,432 -3,609 -9%
BAM
249
Belpointe Asset Management
Nevada
$2.18M 34,337 +536 +2%
PP
250
Prudential plc
United Kingdom
$2.16M 34,077 +996 +3%
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