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W.R. Berkley
WRB

Overview Fund Activity

508 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 168 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-12
Holders Change %
-2.31%
% of All Funds
8.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
36
Increased
193
Reduced
168
Closed
42
Calls
$3.08M
Puts
$5.38M
Net Calls
-$2.31M
Net Calls Change
-$3.3M

Top Buyers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$94.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$392M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$32M
4
NI
4
Nuance Investments
Missouri
$57.3M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$21.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$67.1M
2
Millennium Management
2
Millennium Management
New York
$20.5M
3
GC
3
Gillson Capital
Illinois
$0
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
BlackRock
5
BlackRock
New York
$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
351
Cobblestone Capital Advisors
New York
$313K – – –
CI
352
Cigna Investments
Connecticut
$311K – – –
CB
353
Commerce Bank
Missouri
$307K +$16.5K +508 +6%
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$306K +$40.6K +1,246 +15%
GVAG
355
Great Valley Advisor Group
Delaware
$303K -$36.6K -1,125 -11%
DC
356
Davenport & Co
Virginia
$302K +$62.6K +1,928 +26%
IWA
357
Intercontinental Wealth Advisors
Texas
$301K -$44.1K -1,357 -13%
TW
358
TrinityPoint Wealth
Connecticut
$295K +$2.93K +90 +1%
MCM
359
MAI Capital Management
Ohio
$293K +$14.9K +459 +5%
BFS
360
Bradley Foster & Sargent
Connecticut
$292K -$1.4M -42,975 -83%
AP
361
Advisor Partners
California
$290K -$27.2K -837 -9%
Cetera Investment Advisers
362
Cetera Investment Advisers
Illinois
$289K -$81K -2,490 -22%
IRF
363
IBM Retirement Fund
New York
$280K – – –
WAM
364
World Asset Management
Michigan
$277K -$15.5K -477 -5%
KRSITF
365
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$266K -$813 -25 -0.3%
Wolverine Trading
366
Wolverine Trading
Illinois
$263K +$263K +8,048 New
LNC
367
Lincoln National Corp
Pennsylvania
$261K +$1.66K +51 +0.6%
ERIM
368
Eagle Ridge Investment Management
Connecticut
$252K – – –
BBVA
369
Banco Bilbao Vizcaya Argentaria
Spain
$252K +$4.79K +147 +2%
M1FG
370
Mach-1 Financial Group
Arkansas
$249K +$2.57K +79 +1%
BFS
371
Bard Financial Services
Connecticut
$247K – – –
BW
372
Bison Wealth
Georgia
$245K – – –
AIM
373
AMI Investment Management
Indiana
$241K – – –
RC
374
RegentAtlantic Capital
New Jersey
$234K +$15.3K +470 +7%
MC
375
Machina Capital
France
$233K -$201K -6,156 -46%
13 14
15
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