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 %
SCA
501
Sage Capital Advisors
South Dakota
$425K – – –
CCM
502
Coldstream Capital Management
Washington
$423K +$45.7K +800 +12%
TCM
503
Tufton Capital Management
Maryland
$421K – – –
BWM
504
Baron Wealth Management
Michigan
$419K -$5.62K -99 -1%
NGA
505
Naples Global Advisors
Florida
$416K – – –
CW
506
CreativeOne Wealth
Kansas
$410K +$410K +7,224 New
RSWM
507
Robertson Stephens Wealth Management
California
$397K +$397K +7,005 New
WAOI
508
Wealth Advisors of Iowa
Iowa
$396K – – –
IWM
509
IHT Wealth Management
Illinois
$392K +$106K +1,862 +37%
WLG
510
Williamson Legacy Group
Indiana
$388K -$211K -3,714 -35%
FA
511
Fiduciary Alliance
South Carolina
$384K – – –
Baird Financial Group
512
Baird Financial Group
Wisconsin
$383K +$383K +6,754 New
IPAM
513
Investment Partners Asset Management
New Jersey
$383K – – –
DI
514
Diligent Investors
California
$383K -$113 -2 -0%
ERIM
515
Eagle Ridge Investment Management
Connecticut
$383K +$4.14K +73 +1%
SIA
516
Schechter Investment Advisors
Michigan
$381K -$1.42K -25 -0.4%
RBC
517
Romano Brothers & Co
Illinois
$381K -$57 -1 -0%
GS
518
GTS Securities
New York
$380K -$127K -2,238 -25%
MAM
519
Martingale Asset Management
Massachusetts
$375K -$2.02M -35,626 -84%
GC
520
Guggenheim Capital
Illinois
$368K -$115K -2,019 -24%
CG
521
Cynosure Group
Utah
$368K -$33.3K -587 -8%
NRD
522
Nebula Research & Development
New York
$366K +$366K +6,459 New
SFI
523
Siemens Fonds Invest
Germany
$366K -$19.6K -670 -5%
PTC
524
Private Trust Company
Ohio
$364K -$56K -987 -13%
AWM
525
Axxcess Wealth Management
California
$353K -$7.49K -132 -2%
19 20
21
22 23