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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 %
ST
476
Somerset Trust
Pennsylvania
$283K 4,465 -44 -1%
AWM
477
Axxcess Wealth Management
California
$281K 4,422 +473 +12%
GCWM
478
Graham Capital Wealth Management
District of Columbia
$279K 4,685 – –
CCP
479
Carmel Capital Partners
California
$273K 4,304 +179 +4%
QCM
480
Qsemble Capital Management
New York
$273K 4,300 +4,300 New
PTP
481
Platform Technology Partners
New York
$270K 4,260 +4,260 New
IWM
482
IHT Wealth Management
Illinois
$270K 4,252 +311 +8%
CCM
483
Coldstream Capital Management
Washington
$270K 4,245 +304 +8%
CAMG
484
CWA Asset Management Group
Florida
$268K 4,220 +602 +17%
HI
485
Harbour Investments
Wisconsin
$268K 4,219 +4,043 +2,297%
GCMG
486
Gyroscope Capital Management Group
Florida
$267K 4,200 +600 +17%
SCM
487
SKBA Capital Management
California
$262K 4,130 +4,130 New
MLL
488
Moody Lynn & Lieberson
Massachusetts
$262K 4,120 +4,120 New
SAM
489
Silvercrest Asset Management
New York
$259K 4,085 – –
CHAM
490
Clear Harbor Asset Management
Connecticut
$257K 4,042 +10 +0.2%
IC
491
IEQ Capital
California
$254K 4,001 +4,001 New
MRCM
492
M&R Capital Management
New Jersey
$254K 4,000 -276 -6%
CA
493
CoreCap Advisors
Michigan
$247K 3,890 -1,728 -31%
EIP
494
Epoch Investment Partners
New York
$243K 3,822 – –
WPC
495
Wedmont Private Capital
Pennsylvania
$240K 3,758 +233 +7%
CT
496
Coastline Trust
Rhode Island
$238K 3,748 -515 -12%
N
497
Numerai
California
$238K 3,746 -95,411 -96%
Brown Advisory
498
Brown Advisory
Maryland
$237K 3,733 +4 +0.1%
FSA
499
Financial Security Advisor
Virginia
$237K 3,690 +3,690 New
MA
500
MJP Associates
Connecticut
$232K 3,658 +3,658 New
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