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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$522M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.9M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$72.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$358M
5
Morgan Stanley
5
Morgan Stanley
New York
$830M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$44.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$14.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$144K
5
Man Group
5
Man Group
United Kingdom
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
NMIMC
426
Northwestern Mutual Investment Management Company
Wisconsin
$408K 6,422 +87 +1%
CCA
427
Cobblestone Capital Advisors
New York
$407K 6,414 – –
PAS
428
Park Avenue Securities
New York
$402K 6,334 +6,334 New
GT
429
Glenmede Trust
Pennsylvania
$400K 6,293 +982 +18%
Wealthfront Advisers
430
Wealthfront Advisers
California
$399K 6,292 +658 +12%
TW
431
TrinityPoint Wealth
Connecticut
$399K 6,286 – –
FWIA
432
Fort Washington Investment Advisors
Ohio
$390K 6,150 – –
LNC
433
Lincoln National Corp
Pennsylvania
$387K 6,091 +63 +1%
FFM
434
Forum Financial Management
Illinois
$385K 6,069 – –
CIA
435
Citadel Investment Advisory
Ohio
$385K 6,066 – –
BRWA
436
B. Riley Wealth Advisors
Florida
$385K 6,006 -2,787 -32%
MOS
437
MGO One Seven
Ohio
$383K 6,033 +6,033 New
MPCG
438
Matrix Private Capital Group
New York
$380K 5,932 +8 +0.1%
SCA
439
Snowden Capital Advisors
New York
$372K 5,863 -65 -1%
ATC
440
Argent Trust Co
Tennessee
$367K 5,779 +188 +3%
WA
441
Wealth Alliance
New York
$359K 5,660 +145 +3%
QCM
442
Quantinno Capital Management
New York
$347K 5,460 +1,588 +41%
AA
443
ALPS Advisors
Colorado
$344K 5,425 +356 +7%
SWS
444
SYSTM Wealth Solutions
Illinois
$341K 5,374 +1,251 +30%
FA
445
Fiduciary Alliance
South Carolina
$330K 5,195 +222 +4%
EWA
446
EverSource Wealth Advisors
Alabama
$329K 5,189 -314 -6%
FDP
447
Financiere des Professionnels
Quebec, Canada
$328K 5,170 +5,170 New
AC
448
Avestar Capital
New York
$327K 5,109 +1,094 +27%
RWM
449
Ritholtz Wealth Management
New York
$322K 5,076 -312 -6%
BFS
450
Bard Financial Services
Connecticut
$321K 5,060 – –
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