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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 %
BAMF
526
BI Asset Management Fondsmaeglerselskab
Denmark
$178K 2,809 +744 +36%
IHWM
527
Iron Horse Wealth Management
Iowa
$174K 2,744 – –
SOW
528
State of Wyoming
Wyoming
$174K 2,733 -117 -4%
Simplex Trading
529
Simplex Trading
Illinois
$161K 2,543 -1,897 -43%
EAM
530
Erste Asset Management
Austria
$156K 2,400 – –
CCM
531
Chilton Capital Management
Texas
$155K 2,445 – –
CFB
532
Cullen/Frost Bankers
Texas
$151K 2,377 – –
Point72 Asset Management
533
Point72 Asset Management
Connecticut
$144K 2,265 -640,721 -100%
WT
534
Whittier Trust
California
$144K 2,265 +274 +14%
IA
535
IFP Advisors
Florida
$139K 2,184 +4 +0.2%
PCM
536
Penserra Capital Management
California
$138K 2,195 -111 -5%
QCG
537
Quadrant Capital Group
Ohio
$134K 2,106 +481 +30%
Bessemer Group
538
Bessemer Group
New Jersey
$128K 2,029 -4 -0.2%
Credit Agricole
539
Credit Agricole
France
$121K 1,913 +1,913 New
HWA
540
Heritage Wealth Advisors
Virginia
$121K 1,909 – –
DGAM
541
Desjardins Global Asset Management
Quebec, Canada
$118K 1,862 -628 -25%
FDCDDQ
542
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.9K 1,574 -634 -29%
UM
543
UniSuper Management
Australia
$95.2K 1,500 – –
PA
544
Parallel Advisors
California
$89.4K 1,407 +501 +55%
CT
545
Cambridge Trust
Massachusetts
$82.5K 1,300 – –
BTI
546
Blue Trust Inc
Georgia
$81K 1,350 +413 +44%
Acadian Asset Management
547
Acadian Asset Management
Massachusetts
$80K 1,270 -40 -3%
JWA
548
JFS Wealth Advisors
Pennsylvania
$77.7K 1,224 – –
SIM
549
Sentry Investment Management
Wisconsin
$75K 1,181 -161 -12%
CFGS
550
Concourse Financial Group Securities
Alabama
$74.6K 1,164 +71 +6%
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