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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 %
Lido Advisors
276
Lido Advisors
California
$1.55M 24,484 -9,782 -29%
IMRF
277
Illinois Municipal Retirement Fund
Illinois
$1.44M 22,733 – –
NAM
278
Nissay Asset Management
Japan
$1.44M 22,696 +533 +2%
AIM
279
Achmea Investment Management
Netherlands
$1.43M 22,499 -27,882 -55%
ACM
280
Aquatic Capital Management
Illinois
$1.42M 22,400 -8,600 -28%
JPMPWA
281
J.P. Morgan Private Wealth Advisors
California
$1.4M 22,106 -2,220 -9%
WCWM
282
Willow Creek Wealth Management
California
$1.39M 21,928 +1 +0%
CNBTD
283
Citizens National Bank Trust Department
Mississippi
$1.39M 21,900 +1,180 +6%
II
284
Inspire Investing
Idaho
$1.33M 20,999 -2,162 -9%
LIM
285
Leavell Investment Management
Alabama
$1.32M 20,593 -1,000 -5%
DCM
286
Dean Capital Management
Kansas
$1.3M 20,533 +20,533 New
SSA
287
Schonfeld Strategic Advisors
New York
$1.29M 20,341 -105,360 -84%
PS
288
Pensionfund Sabic
Netherlands
$1.27M 20,000 – –
IP
289
Interval Partners
New York
$1.27M 20,000 -17,500 -47%
ACL
290
Applied Capital LLC
Florida
$1.26M 19,832 -289 -1%
MML Investors Services
291
MML Investors Services
Massachusetts
$1.25M 19,659 -3,652 -16%
GIBU
292
Gulf International Bank (UK)
United Kingdom
$1.25M 19,611 -1,650 -8%
VPIM
293
Vanguard Personalized Indexing Management
California
$1.24M 19,454 +459 +2%
HCMT
294
Highland Capital Management (Tennessee)
Tennessee
$1.22M 19,232 -796 -4%
BCIM
295
British Columbia Investment Management
British Columbia, Canada
$1.2M 18,909 – –
SG Americas Securities
296
SG Americas Securities
New York
$1.19M 18,732 -13,116 -41%
EAM
297
Eagle Asset Management
Florida
$1.19M 18,683 +80 +0.4%
CGH
298
Crossmark Global Holdings
Texas
$1.18M 18,677 +48 +0.3%
IIL
299
Insight Inv LLC
California
$1.18M 18,345 +545 +3%
TRSOTSOK
300
Teachers Retirement System of the State of Kentucky
Kentucky
$1.17M 18,436 -33,991 -65%
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