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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 %
EA
426
Everpar Advisors
Oklahoma
$678K -$41.4K -730 -6%
VA
427
Vident Advisory
Georgia
$671K -$3.97M -70,046 -86%
Thrivent Financial for Lutherans
428
Thrivent Financial for Lutherans
Minnesota
$669K -$24.3K -428 -4%
AAM
429
Advisors Asset Management
Colorado
$666K +$165K +2,904 +33%
ONB
430
Old National Bancorp
Indiana
$665K +$387K +6,830 +140%
PAS
431
Park Avenue Securities
New York
$658K -$41.2K -727 -6%
Aviva
432
Aviva
United Kingdom
$650K -$2.16K -38 -0.3%
FA
433
Faithward Advisors
Pennsylvania
$649K -$64K -1,128 -9%
YIA
434
YHB Investment Advisors
Connecticut
$643K -$267K -4,704 -29%
NCM
435
NCM Capital Management
New Jersey
$639K – – –
WQ
436
Wealth Quarterback
New Jersey
$638K -$29.4K -519 -4%
Wealthfront Advisers
437
Wealthfront Advisers
California
$636K -$74.1K -1,307 -10%
SCM
438
Sterling Capital Management
North Carolina
$636K +$636K +11,213 New
FFM
439
Forum Financial Management
Illinois
$630K +$340 +6 +0.1%
CB
440
Commerce Bank
Missouri
$613K -$105K -1,855 -15%
Empower Advisory Group
441
Empower Advisory Group
Colorado
$613K -$57 -1 -0%
A
442
AlphaQuest
New York
$610K +$610K +10,748 New
OAC
443
OMERS Administration Corp
Ontario, Canada
$608K -$57 -1 -0%
UB
444
UMB Bank
Missouri
$601K -$84.5K -1,489 -12%
IPW
445
Impact Partnership Wealth
Georgia
$600K +$600K +10,572 New
IMC Chicago
446
IMC Chicago
Illinois
$592K +$592K +10,442 New
CCA
447
Cobblestone Capital Advisors
New York
$585K – – –
GCA
448
Greenwood Capital Associates
South Carolina
$583K +$109K +1,930 +23%
MOS
449
MGO One Seven
Ohio
$582K -$63.7K -1,123 -10%
IMCOOI
450
Investment Management Corp of Ontario (IMCO)
Canada
$579K +$187K +3,299 +48%
16 17
18
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