WRB icon

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 %
LCM
451
Laurion Capital Management
New York
$575K +$575K +10,128 New
GFA
452
Gifford Fong Associates
California
$574K – – –
EF
453
Empirical Finance
Pennsylvania
$571K +$13K +229 +2%
IC
454
IEQ Capital
California
$564K +$248K +4,366 +78%
MSCM
455
McElhenny Sheffield Capital Management
Texas
$563K -$33.9K -598 -6%
Luther King Capital Management (LKCM)
456
Luther King Capital Management (LKCM)
Texas
$561K +$2.72K +48 +0.5%
GT
457
Glenmede Trust
Pennsylvania
$559K +$34.2K +602 +7%
Lido Advisors
458
Lido Advisors
California
$554K -$4.03K -71 -0.7%
TW
459
TrinityPoint Wealth
Connecticut
$553K +$3.18K +56 +0.6%
BFS
460
Bradley Foster & Sargent
Connecticut
$553K -$170 -3 -0%
AC
461
AXQ Capital
New Jersey
$551K +$551K +9,717 New
UH
462
Unigestion Holding
Switzerland
$548K -$245K -4,315 -31%
TMAM
463
Tokio Marine Asset Management
Japan
$547K -$57 -1 -0%
CIP
464
Cornerstone Investment Partners
Georgia
$542K +$1.65K +29 +0.3%
N
465
Natixis
France
$541K -$388K -6,831 -42%
NMIMC
466
Northwestern Mutual Investment Management Company
Wisconsin
$541K -$6.47K -114 -1%
BCM
467
Bayesian Capital Management
New York
$539K +$539K +9,505 New
William Blair & Company
468
William Blair & Company
Illinois
$538K +$511 +9 +0.1%
MPCG
469
Matrix Private Capital Group
New York
$537K +$20.7K +365 +4%
SCA
470
Snowden Capital Advisors
New York
$536K -$6.86K -121 -1%
WCM
471
Washington Capital Management
Washington
$533K -$113K -2,000 -18%
FWIA
472
Fort Washington Investment Advisors
Ohio
$524K -$4.99K -88 -0.9%
CFM
473
Catalyst Funds Management
Australia
$522K +$522K +9,200 New
TPW
474
Transatlantique Private Wealth
New York
$518K -$170 -3 -0%
MLL
475
Moody Lynn & Lieberson
Massachusetts
$517K +$2.33K +41 +0.5%
17 18
19
20 21