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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 %
EI
526
Ellevest Inc
New York
$8K +$348 +9 +5%
ADL
527
Asset Dedication LLC
California
$7K -$45.7K -1,305 -87%
HFS
528
Horizon Financial Services
North Carolina
$6.76K – – –
SA
529
SRH Advisors
Kansas
$6K – – –
FMII
530
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
CFN
531
Cordasco Financial Network
Florida
$6K – – –
WBC
532
West Branch Capital
Massachusetts
$6K – – –
EW
533
Evoke Wealth
California
$6K – – –
CWP
534
Concord Wealth Partners
Virginia
$6K – – –
RG
535
Retirement Group
California
$5K – – –
EARNEST Partners
536
EARNEST Partners
Georgia
$5K – – –
BWM
537
BerganKDV Wealth Management
Minnesota
$5K – – –
PFBT
538
Parkside Financial Bank & Trust
Missouri
$5K +$107 +3 +2%
TJHA
539
Thomas J. Herzfeld Advisors
Florida
$5K +$926 +25 +23%
ZIG
540
Zullo Investment Group
Pennsylvania
$5K +$5K +144 New
PAI
541
Pittenger & Anderson Inc
Nebraska
$4K – – –
CA
542
Clearstead Advisors
Ohio
$4K – – –
WTA
543
Washington Trust Advisors
Massachusetts
$4K +$4K +97 New
DWA
544
Delos Wealth Advisors
Texas
$4K +$4K +108 New
DHGWA
545
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4K +113 New
CCM
546
Copeland Capital Management
Pennsylvania
$3K – – –
ACM
547
AUA Capital Management
Pennsylvania
$3K – – –
SWA
548
SOA Wealth Advisors
New York
$3K – – –
GWS
549
Glassman Wealth Services
Virginia
$3K +$266 +7 +10%
AP
550
Arlington Partners
Alabama
$3K +$3K +70 New
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