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W.R. Berkley
WRB

Overview Fund Activity

785 hedge funds and large institutions have $14.4B invested in W.R. Berkley in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 275 increasing their positions, 356 reducing their positions, and 59 closing their positions.

Holders
785
Holders Change
+38
Holders Change %
+5.09%
% of All Funds
11.36%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
104
Increased
275
Reduced
356
Closed
59
Calls
$14M
Puts
$10.4M
Net Calls
+$3.58M
Net Calls Change
-$45.6M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$208M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236M
3
Millennium Management
3
Millennium Management
New York
$51.3M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$85.5M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$226M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$57.9M
2
APG Asset Management
2
APG Asset Management
Netherlands
$57.7M
3
Charles Schwab
3
Charles Schwab
California
$99.1M
4
Invesco
4
Invesco
Georgia
$245M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$2.71M +$167K +2,936 +7%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$2.65M -$59.7K -1,052 -2%
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$2.65M -$650K -11,450 -20%
BAM
254
Belpointe Asset Management
Nevada
$2.64M +$7.21K +127 +0.3%
MYAM
255
Meiji Yasuda Asset Management
Japan
$2.53M +$72.1K +1,271 +3%
TPCW
256
TD Private Client Wealth
New York
$2.53M -$9.7K -171 -0.4%
OAM
257
Ostrum Asset Management
France
$2.49M +$30.2K +532 +1%
Franklin Resources
258
Franklin Resources
California
$2.47M +$1.16M +19,533 +88%
RJT
259
Raymond James Trust
Florida
$2.46M +$25.5K +450 +1%
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$2.45M +$226K +3,977 +10%
X
261
Xponance
Pennsylvania
$2.35M -$1.87K -33 -0.1%
P
262
&Partners
Tennessee
$2.3M +$527K +9,309 +30%
TAM
263
Tealwood Asset Management
Minnesota
$2.3M -$34.2K -603 -1%
EGM
264
Engineers Gate Manager
New York
$2.29M +$2.29M +40,396 New
NYLIM
265
New York Life Investment Management
New York
$2.27M -$93K -1,640 -4%
EP
266
Edgestream Partners
New Jersey
$2.26M +$2.26M +39,879 New
Two Sigma Investments
267
Two Sigma Investments
New York
$2.24M -$753K -13,267 -25%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$2.22M +$794 +14 +0%
MML Investors Services
269
MML Investors Services
Massachusetts
$2.21M -$15.5K -273 -0.7%
YCM
270
Yousif Capital Management
Michigan
$2.21M -$56.6K -998 -2%
SPIA
271
Steward Partners Investment Advisory
New York
$2.2M +$60K +1,058 +3%
EI
272
Ethic Inc
New York
$2.17M -$891K -10,076 -29%
ICM
273
Intrepid Capital Management
Florida
$2.16M +$3.23K +57 +0.1%
TC
274
TownSquare Capital
Utah
$2.15M +$260K +4,585 +14%
APIM
275
Agate Pass Investment Management
Washington
$2.14M +$6.35K +112 +0.3%
9 10
11
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