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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 %
NFG
376
Nations Financial Group
Iowa
$945K +$23.4K +412 +3%
SAM
377
Securian Asset Management
Minnesota
$943K -$38.3K -676 -4%
IWC
378
Integrated Wealth Concepts
Massachusetts
$939K -$42.8K -754 -4%
HPC
379
HM Payson & Co
Maine
$938K -$57 -1 -0%
DWM
380
Diversify Wealth Management
Utah
$937K -$363K -6,147 -28%
MLM
381
Mount Lucas Management
Pennsylvania
$936K -$1.4M -24,758 -60%
VEA
382
Virtus ETF Advisers
New York
$929K +$85K +1,499 +10%
M&T Bank
383
M&T Bank
New York
$923K +$24.3K +429 +3%
DAS
384
Diversify Advisory Services
Utah
$919K +$532K +9,089 +137%
AO
385
Advisor OS
Illinois
$914K -$418K -7,372 -31%
WS
386
Wedbush Securities
California
$897K +$47.7K +840 +6%
TRCT
387
Tower Research Capital (TRC)
New York
$892K -$112K -1,973 -11%
MGP
388
Metis Global Partners
California
$875K +$48.8K +861 +6%
ETC
389
Exchange Traded Concepts
Oklahoma
$873K +$214K +3,769 +32%
FRA
390
Frank Rimerman Advisors
California
$865K -$19.5K -343 -2%
SRL
391
Scientech Research LLC
New Jersey
$863K +$863K +15,216 New
DM
392
Deerfield Management
New York
$860K +$860K +15,155 New
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$838K -$34K -600 -4%
Swedbank
394
Swedbank
Sweden
$838K – – –
ECM
395
Everence Capital Management
Indiana
$836K -$57 -1 -0%
EAM
396
Empirical Asset Management
Massachusetts
$831K +$313K +5,514 +60%
OPTFSNA
397
Old Point Trust & Financial Services N A
Virginia
$826K +$113K +1,997 +16%
KAS
398
Kestra Advisory Services
Texas
$825K +$29.9K +527 +4%
KCM
399
Kornitzer Capital Management
Kansas
$800K +$172K +3,036 +27%
BP
400
Ballentine Partners
Massachusetts
$799K -$6.18K -109 -0.8%
14 15
16
17 18