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W.R. Berkley
WRB

Overview Fund Activity

570 hedge funds and large institutions have $9.99B invested in W.R. Berkley in 2021 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 176 increasing their positions, 173 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+62
Holders Change %
+12.2%
% of All Funds
8.8%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
108
Increased
176
Reduced
173
Closed
38
Calls
$2.88M
Puts
$5.11M
Net Calls
-$2.23M
Net Calls Change
+$84K

Top Buyers

1
Millennium Management
Millennium Management
New York
$112M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$469M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$23.6M
4
Capital World Investors
Capital World Investors
California
$116M
5
NI
Nuance Investments
Missouri
$79.3M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$0
2
ACM
Atlanta Capital Management
Georgia
$704M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$32M
4
APG Asset Management
APG Asset Management
Netherlands
$109M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$156K +$12.3K +335 +9%
ODG
452
O'Dell Group
Ohio
$148K – – –
FLC
453
Fifth Lane Capital
Texas
$145K +$145K +3,962 New
VI
454
Vestcor Inc
New Brunswick, Canada
$144K -$28.4K -777 -16%
BCV
455
Banque Cantonale Vaudoise
Switzerland
$143K – – –
RIM
456
Rockbridge Investment Management
New York
$116K – – –
IA
457
IFP Advisors
Florida
$115K – – –
CTC
458
Central Trust Company
Missouri
$106K +$106K +2,885 New
HWA
459
Heritage Wealth Advisors
Virginia
$105K – – –
Koshinski Asset Management
460
Koshinski Asset Management
Illinois
$102K +$2.31K +63 +2%
MC
461
Maverick Capital
Texas
$102K -$406K -11,121 -80%
PCH
462
Polar Capital Holdings
United Kingdom
$97.9K -$6.59K -180,000 -6%
OIA
463
Optimum Investment Advisors
Illinois
$93K – – –
SIM
464
Sentry Investment Management
Wisconsin
$92K – – –
SWM
465
Spire Wealth Management
Virginia
$92K +$66.8K +1,814 +264%
CI Investments Inc
466
CI Investments Inc
Ontario, Canada
$91K -$96.3K -2,637 -51%
GWM
467
Geneos Wealth Management
Colorado
$86K +$181 +5 +0.2%
CT
468
Cambridge Trust
Massachusetts
$86K +$86K +2,360 New
SOW
469
State of Wyoming
Wyoming
$82K -$1.25K -34 -2%
SCA
470
Snowden Capital Advisors
New York
$81K -$314K -8,692 -80%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$79K -$15.9K -432 -17%
AFS
472
Annapolis Financial Services
Maryland
$79K – – –
JWA
473
JFS Wealth Advisors
Pennsylvania
$72K +$8.68K +237 +14%
WPA
474
West Paces Advisors
Georgia
$68K – – –
EBA
475
Eagle Bay Advisors
New York
$66K +$1.58K +43 +2%
17 18
19
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