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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 %
CC
501
Centiva Capital
New York
$229K 3,607 +3,607 New
IA
502
IFG Advisory
Georgia
$228K 3,584 +3,584 New
OCM
503
Osterweis Capital Management
California
$224K 3,527 – –
PFS
504
Prospera Financial Services
Texas
$223K 3,499 -422 -11%
PCM
505
Prelude Capital Management
New York
$219K 3,457 +3,457 New
GCM
506
Gallacher Capital Management
Colorado
$217K 3,417 -2,792 -45%
CCWM
507
Cassaday & Co Wealth Management
Virginia
$217K 3,417 +2 +0.1%
PWAC
508
Private Wealth Advisors (California)
California
$215K 3,381 – –
MGIA
509
Moneta Group Investment Advisors
Missouri
$215K 3,381 -178 -5%
HKIMG
510
Hutchens & Kramer Investment Management Group
Indiana
$214K 3,404 +3,404 New
S
511
SignatureFD
Georgia
$212K 3,336 +1,010 +43%
OR
512
Olympiad Research
Connecticut
$211K 3,331 +3,331 New
EBA
513
Eagle Bay Advisors
New York
$211K 3,330 +1,347 +68%
CIP
514
Cornerstone Investment Partners
Georgia
$211K 3,318 +3,318 New
1WM
515
1900 Wealth Management
Texas
$211K 3,316 +3,316 New
CCA
516
Column Capital Advisors
Indiana
$209K 3,285 -130 -4%
ISL
517
Ingalls & Snyder LLC
New York
$204K 3,214 +3,214 New
FPAS
518
Focus Partners Advisor Solutions
Missouri
$204K 3,210 +3,210 New
Vontobel Holding
519
Vontobel Holding
Switzerland
$201K 3,166 +3,166 New
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$196K 3,084 +47 +2%
HI
521
Horizon Investments
North Carolina
$188K 2,956 +38 +1%
LFA
522
LGT Financial Advisors
Texas
$186K 2,925 +2,925 New
GWMIA
523
Global Wealth Management Investment Advisory
Florida
$183K 2,887 – –
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$182K 2,861 +237 +9%
BCV
525
Banque Cantonale Vaudoise
Switzerland
$180K 2,847 -1,659 -37%
19 20
21
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