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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 %
SOS
401
Silver Oak Securities
Tennessee
$793K +$724K +12,849 +1,045%
CA
402
Claro Advisors
Massachusetts
$792K +$28.3K +498 +4%
CF
403
Cyr Financial
Illinois
$788K +$23.4K +413 +3%
EFMC
404
Empire Financial Management Company
New York
$782K -$1.36K -24 -0.2%
BAM
405
Bellevue Asset Management
Washington
$767K +$737 +13 +0.1%
Wealth Enhancement Advisory Services
406
Wealth Enhancement Advisory Services
Minnesota
$760K +$117K +2,067 +18%
CWM
407
Compass Wealth Management
Connecticut
$756K -$170 -3 -0%
GAM
408
Gotham Asset Management
New York
$756K -$177K -3,128 -19%
NWAG
409
Net Worth Advisory Group
Utah
$744K +$744K +13,113 New
Boston Partners
410
Boston Partners
Massachusetts
$743K -$7.49M -131,960 -91%
MPAM
411
Murphy Pohlad Asset Management
Minnesota
$737K -$113 -2 -0%
CCA
412
Cadent Capital Advisors
Oklahoma
$732K -$113 -2 -0%
GCP
413
GSA Capital Partners
United Kingdom
$732K +$732K +12,908 New
Focus Partners Wealth
414
Focus Partners Wealth
Massachusetts
$727K -$5.28M -93,157 -88%
CIS
415
Custom Index Systems
New York
$713K +$241K +4,256 +51%
NIM
416
NEOS Investment Management
Connecticut
$709K +$138K +2,436 +24%
DC
417
Davenport & Co
Virginia
$708K +$77.4K +1,364 +12%
NB
418
Norinchukin Bank
Japan
$707K +$97.9K +1,726 +16%
SC
419
Savant Capital
Illinois
$700K +$700K +12,344 New
TSW
420
Thompson Siegel & Walmsley
Virginia
$697K -$113 -2 -0%
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$692K +$42.9K +756 +7%
WJWM
422
Williams Jones Wealth Management
New York
$691K -$36.7K -647 -5%
VWM
423
Venturi Wealth Management
Texas
$690K +$253K +4,455 +58%
VIM
424
Vinva Investment Management
Australia
$686K +$29.7K +525 +5%
BBA
425
Baader Bank Aktiengesellschaft
Germany
$681K +$4.36K +77 +0.6%
15 16
17
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