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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 %
TC
501
Trust Company
Kansas
$24K – – –
S
502
SignatureFD
Georgia
$23K +$3.12K +87 +16%
PA
503
Parallel Advisors
California
$22K +$3.67K +101 +20%
LPWM
504
Lake Point Wealth Management
Texas
$20K – – –
LFG
505
Larson Financial Group
Missouri
$20K +$20K +558 New
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$18K – – –
FPS
507
Fieldpoint Private Securities
Connecticut
$18K – – –
FAG
508
Fortitude Advisory Group
Washington
$18K +$18K +495 New
HI
509
Harbour Investments
Wisconsin
$17K -$60.2K -1,656 -78%
TFO
510
Tarbox Family Office
California
$17K – – –
BWL
511
Bogart Wealth LLC
Virginia
$15K – – –
PWMG
512
Prestige Wealth Management Group
New Jersey
$15K – – –
KCM
513
KRS Capital Management
Michigan
$15K +$15K +414 New
AWA
514
Amplius Wealth Advisors
Pennsylvania
$14K +$14K +396 New
BA
515
Bellwether Advisors
Nebraska
$12K – – –
SPIA
516
Steward Partners Investment Advisory
New York
$11K -$1.71K -47 -13%
Optiver Holding
517
Optiver Holding
Netherlands
$10K – – –
MA
518
MUFG Americas
New York
$10K – – –
TFM
519
TFC Financial Management
Massachusetts
$10K – – –
CFO
520
CVA Family Office
Colorado
$10K +$10K +281 New
Manulife (Manufacturers Life Insurance)
521
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.08K -$2.71K -73,872 -23%
ZB
522
Zions Bancorporation
Utah
$9K +$1.22K +34 +16%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$9K +$1.87K +52 +26%
SCA
524
Stuart Chaussee & Associates
California
$8K – – –
VCM
525
Versant Capital Management
Arizona
$8K – – –
19 20
21
22 23