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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
11.35%
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 %
GLA
351
Great Lakes Advisors
Illinois
$1.11M +$31.9K +562 +3%
MSU
352
Mizuho Securities USA
New York
$1.11M -$219K -3,868 -17%
HIMCH
353
Hartford Investment Management Co (HIMCO)
Connecticut
$1.1M -$12.9K -228 -1%
KAM
354
KEB Asset Management
Illinois
$1.09M -$57 -1 -0%
CAM
355
Cresset Asset Management
Illinois
$1.09M +$172K +3,032 +19%
LOAMS
356
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.09M +$129K +2,271 +13%
IPA
357
Investment Planning Advisors
Georgia
$1.08M -$540K -6,866 -33%
ET
358
Entropy Technologies
New York
$1.07M +$1.07M +18,871 New
RIL
359
Rothschild Investment LLC
Illinois
$1.06M -$5.56K -98 -0.5%
FTDI
360
First Trust Direct Indexing
Massachusetts
$1.06M -$26.3K -464 -2%
CF
361
Centaurus Financial
California
$1.05M -$14.6K -258 -1%
AIP
362
Almanack Investment Partners
Pennsylvania
$1.04M -$57 -1 -0%
RCA
363
Resonant Capital Advisors
Wisconsin
$1.03M -$20.5K -361 -2%
AAS
364
Avantax Advisory Services
Texas
$1.02M -$28.7K -506 -3%
TRSOTSOK
365
Teachers Retirement System of the State of Kentucky
Kentucky
$1.02M -$360K -6,349 -26%
Kovitz Investment Group Partners
366
Kovitz Investment Group Partners
Illinois
$1M +$296K +7,031 +42%
TCOV
367
Trust Company of Vermont
Vermont
$1M -$34.7K -611 -3%
FBC
368
Fairfield, Bush & Co
Connecticut
$1M -$39.1K -689 -4%
AA
369
Ancora Advisors
Ohio
$1M +$218K +3,851 +28%
US Bancorp
370
US Bancorp
Minnesota
$996K +$83.5K +1,471 +9%
OIA
371
OneDigital Investment Advisors
Kansas
$991K -$44K -776 -4%
RIM
372
Rakuten Investment Management
Japan
$969K +$236K +4,179 +32%
MSRPS
373
Maryland State Retirement & Pension System
Maryland
$961K -$420K -7,412 -30%
LSERS
374
Louisiana State Employees Retirement System
Louisiana
$959K -$11.3K -200 -1%
LA
375
LVW Advisors
New York
$949K +$92.5K +1,631 +11%
13 14
15
16 17