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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.

New
Increased
Maintained
Reduced
Closed
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
Principal Financial Group
Iowa
+$108M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$62.4M
3
Millennium Management
Millennium Management
New York
+$49.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$29.3M
5
First Trust Advisors
First Trust Advisors
Illinois
+$28.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$301M
2
APG Asset Management
APG Asset Management
Netherlands
-$148M
3
Charles Schwab
Charles Schwab
California
-$45.9M
4
Invesco
Invesco
Georgia
-$45.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
301
Brighton Jones LLC
Washington
$1.63M +$536K +9,447 +49%
RMC
302
Resources Management Corp
Connecticut
$1.6M +$297K +5,233 +23%
Macquarie Group
303
Macquarie Group
Australia
$1.59M -$458K -8,081 -22%
BHCM
304
Brevan Howard Capital Management
Jersey
$1.58M +$1.58M +27,876 New
VPIM
305
Vanguard Personalized Indexing Management
California
$1.55M +$172K +3,038 +13%
Marshall Wace
306
Marshall Wace
United Kingdom
$1.54M -$981K -17,285 -39%
EMPI
307
Elo Mutual Pension Insurance
Finland
$1.54M +$70.8K +1,248 +5%
DM
308
Delphi Management
Massachusetts
$1.53M -$280K -4,935 -16%
IGAM
309
iA Global Asset Management
Quebec, Canada
$1.5M +$58.4K +1,029 +4%
Envestnet Portfolio Solutions
310
Envestnet Portfolio Solutions
Illinois
$1.48M -$1.91M -33,611 -56%
CGH
311
Crossmark Global Holdings
Texas
$1.48M +$9.7K +171 +0.7%
SIA
312
SeaBridge Investment Advisors
New Jersey
$1.46M -$85.3K -1,504 -6%
OPERF
313
Oregon Public Employees Retirement Fund
Oregon
$1.46M -$16.2K -285 -1%
NICM
314
Neo Ivy Capital Management
New York
$1.45M +$1.45M +25,474 New
PCM
315
Parsons Capital Management
Rhode Island
$1.44M +$64.3K +1,133 +5%
DDC
316
DF Dent & Co
Maryland
$1.43M -$11.6K -204 -0.8%
FPAS
317
Focus Partners Advisor Solutions
Missouri
$1.42M +$11.5K +202 +0.8%
SC
318
Scotia Capital
Ontario, Canada
$1.42M -$533K -9,392 -27%
GWI
319
Grace & White Inc
New York
$1.41M -$705K -12,436 -33%
JSL
320
JT Stratford LLC
Georgia
$1.41M +$340 +6 +0%
BPA
321
Beacon Pointe Advisors
California
$1.4M -$813K -14,336 -37%
GIBU
322
Gulf International Bank (UK)
United Kingdom
$1.4M -$67.9K -1,198 -5%
Walleye Capital
323
Walleye Capital
New York
$1.4M +$1.4M +24,662 New
AIM
324
Achmea Investment Management
Netherlands
$1.4M -$90.9K -1,604 -6%
FDP
325
Financiere des Professionnels
Quebec, Canada
$1.39M +$507K +8,932 +58%
11 12
13
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