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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
11.36%
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
$208M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236M
3
Millennium Management
Millennium Management
New York
$51.3M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$85.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$226M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$57.9M
2
APG Asset Management
APG Asset Management
Netherlands
$57.7M
3
Charles Schwab
Charles Schwab
California
$99.1M
4
Invesco
Invesco
Georgia
$245M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
476
Citadel Investment Advisory
Ohio
$516K -$170 -3 -0%
BCI
477
Brinker Capital Investments
Pennsylvania
$514K -$19K -335 -4%
OPS
478
Orion Portfolio Solutions
Nebraska
$514K -$19K -335 -4%
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$513K -$2.89K -51 -0.6%
SCM
480
SKBA Capital Management
California
$506K +$24.3K +429 +5%
KRSITF
481
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$505K -$49.4K -870 -9%
JF
482
Jump Financial
Illinois
$505K +$505K +8,898 New
TA
483
Tectonic Advisors
Texas
$492K +$23.9K +421 +5%
NA
484
NewEdge Advisors
Louisiana
$489K -$153K -2,697 -24%
TCM
485
Teza Capital Management
Illinois
$489K +$489K +8,616 New
FIM
486
Freedom Investment Management
Connecticut
$483K +$42.3K +746 +10%
DC
487
Dorval Corp
Minnesota
$477K +$657 +11 +0.1%
EWA
488
EverSource Wealth Advisors
Alabama
$469K -$219K -3,858 -32%
WA
489
Wealth Alliance
New York
$468K +$13.2K +233 +3%
HFO
490
Heritage Family Offices
Arizona
$467K +$2.61K +46 +0.6%
Northwestern Mutual Wealth Management
491
Northwestern Mutual Wealth Management
Wisconsin
$457K +$228K +4,026 +100%
LFAS
492
Level Four Advisory Services
Texas
$452K +$234K +4,091 +107%
AWM
493
Avior Wealth Management
Nebraska
$444K +$1.48K +26 +0.3%
WPC
494
Wedmont Private Capital
Pennsylvania
$444K -$195K -3,453 -31%
Brown Advisory
495
Brown Advisory
Maryland
$442K -$30.1K -531 -6%
MIH
496
Meitav Investment House
Israel
$440K – – –
BMSSC
497
B. Metzler seel. Sohn & Co
Germany
$439K -$57 -1 -0%
RWM
498
Ritholtz Wealth Management
New York
$433K -$113 -2 -0%
BFS
499
Bard Financial Services
Connecticut
$431K – – –
GT
500
Greenleaf Trust
Michigan
$430K +$567 +10 +0.1%
18 19
20
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