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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 %
PTC
451
Private Trust Company
Ohio
$320K 5,034 -503 -9%
SCA
452
Sage Capital Advisors
South Dakota
$317K 5,000 – –
VI
453
Vestcor Inc
New Brunswick, Canada
$317K 4,988 – –
TCM
454
Tufton Capital Management
Maryland
$314K 4,950 -50 -1%
NGA
455
Naples Global Advisors
Florida
$314K 4,892 +4,892 New
BMSSC
456
B. Metzler seel. Sohn & Co
Germany
$314K 4,938 – –
TA
457
Tectonic Advisors
Texas
$313K 4,923 +4,923 New
ESCM
458
Echo Street Capital Management
New York
$312K 4,918 +922 +23%
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$311K 4,903 +1,007 +26%
WAOI
460
Wealth Advisors of Iowa
Iowa
$311K 4,898 – –
Axa
461
Axa
France
$303K 4,772 -27,175 -85%
AC
462
AXQ Capital
New Jersey
$301K 4,735 +4,735 New
GT
463
Greenleaf Trust
Michigan
$297K 4,685 +4,685 New
AWM
464
Avior Wealth Management
Nebraska
$295K 4,648 – –
BWM
465
Baron Wealth Management
Michigan
$295K 4,639 +34 +0.7%
RBC
466
Romano Brothers & Co
Illinois
$294K 4,625 – –
FA
467
Faithward Advisors
Pennsylvania
$292K 4,239 +4,239 New
SIA
468
Schechter Investment Advisors
Michigan
$290K 4,568 +81 +2%
ACA
469
Aptus Capital Advisors
Alabama
$289K 4,559 -149 -3%
William Blair & Company
470
William Blair & Company
Illinois
$287K 4,526 -697 -13%
KeyBank National Association
471
KeyBank National Association
Ohio
$287K 4,517 -366 -7%
DI
472
Diligent Investors
California
$286K 4,500 – –
SJIM
473
St. Johns Investment Management
Florida
$285K 4,493 +1,368 +44%
ERIM
474
Eagle Ridge Investment Management
Connecticut
$285K 4,483 – –
TMAM
475
Tokio Marine Asset Management
Japan
$284K 4,470 +134 +3%
17 18
19
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