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

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$57.9M
2
APG Asset Management
APG Asset Management
Netherlands
$57.7M
3
Charles Schwab
Charles Schwab
California
$99.1M
4
Invesco
Invesco
Georgia
$245M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
326
Elgethun Capital Management
South Dakota
$1.36M – – –
DADC
327
D.A. Davidson & Co
Montana
$1.36M -$3.63K -64 -0.3%
PCS
328
Personal CFO Solutions
New Jersey
$1.36M +$6.64K +117 +0.5%
Nordea Investment Management
329
Nordea Investment Management
Sweden
$1.33M +$73.7K +1,311 +6%
RPI
330
Railway Pension Investments
United Kingdom
$1.3M – – –
CIC
331
Chase Investment Counsel
Virginia
$1.3M -$225K -3,965 -15%
I
332
InceptionR
California
$1.3M +$1.3M +22,897 New
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$1.29M +$53.4K +941 +4%
PIM
334
Pullen Investment Management
Florida
$1.29M -$41.8K -736 -3%
TCM
335
Twin Capital Management
Pennsylvania
$1.27M -$28.8K -508 -2%
VI
336
Vestcor Inc
New Brunswick, Canada
$1.27M -$74.4K -1,312 -6%
BFG
337
Bleakley Financial Group
New Jersey
$1.27M +$23.1K +408 +2%
SEA
338
Stegent Equity Advisors
Texas
$1.25M -$27.6K -487 -2%
WIM
339
Waverton Investment Management
United Kingdom
$1.22M – – –
PAG
340
Private Advisor Group
New Jersey
$1.21M -$13.2K -232 -1%
EAM
341
Eagle Asset Management
Florida
$1.21M +$104K +1,715 +9%
KRS
342
Kentucky Retirement Systems
Kentucky
$1.19M -$107K -1,886 -8%
MPPW
343
Mitchell & Pahl Private Wealth
Oklahoma
$1.19M -$19.1K -337 -2%
QT
344
Quantbot Technologies
New York
$1.19M +$1.19M +20,892 New
PA
345
Procyon Advisors
Connecticut
$1.18M +$165K +2,900 +16%
Mirae Asset Global Investments
346
Mirae Asset Global Investments
South Korea
$1.16M +$331K +5,861 +40%
II
347
Inspire Investing
Idaho
$1.13M -$177K -3,128 -14%
PS
348
Pensionfund Sabic
Netherlands
$1.12M -$113K -2,000 -9%
LCM
349
LRT Capital Management
Texas
$1.12M -$750K -13,227 -40%
O
350
Ossiam
France
$1.12M -$504K -8,891 -31%
12 13
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