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
11.36%
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
$208M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236M
3
Millennium Management
Millennium Management
New York
$51.3M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$85.5M
5
First Trust Advisors
First Trust Advisors
Illinois
$226M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$57.9M
2
APG Asset Management
APG Asset Management
Netherlands
$57.7M
3
Charles Schwab
Charles Schwab
California
$99.1M
4
Invesco
Invesco
Georgia
$245M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
526
Carmel Capital Partners
California
$351K -$57 -1 -0%
Capstone Investment Advisors
527
Capstone Investment Advisors
New York
$351K +$30.1K +530 +9%
CG
528
Caprock Group
Idaho
$350K +$71K +1,251 +25%
Bank Julius Baer & Co
529
Bank Julius Baer & Co
Switzerland
$348K -$28K -417 -7%
PTP
530
Platform Technology Partners
New York
$347K -$737 -13 -0.2%
AA
531
ALPS Advisors
Colorado
$345K -$1.48K -26 -0.4%
SAM
532
Shell Asset Management
Netherlands
$341K +$341K +6,019 New
CHAM
533
Clear Harbor Asset Management
Connecticut
$341K +$1.76K +31 +0.5%
DFCM
534
Dark Forest Capital Management
Puerto Rico
$340K -$138K -2,439 -29%
MRCM
535
M&R Capital Management
New Jersey
$340K – – –
UCFA
536
United Capital Financial Advisors
Texas
$337K -$15.4K -271 -4%
IA
537
IFP Advisors
Florida
$337K +$159K +2,806 +90%
NWMG
538
National Wealth Management Group
Ohio
$336K +$336K +5,921 New
CCWM
539
Cassaday & Co Wealth Management
Virginia
$334K +$42.4K +747 +15%
GCM
540
Gallacher Capital Management
Colorado
$326K +$326K +5,742 New
GI
541
GAMMA Investing
California
$326K +$98.3K +1,732 +43%
MG
542
Mather Group
Illinois
$323K -$11.9K -210 -4%
PCIA
543
Prime Capital Investment Advisors
Kansas
$322K +$6.24K +110 +2%
GCWM
544
Graham Capital Wealth Management
District of Columbia
$322K -$57 -1 -0%
KeyBank National Association
545
KeyBank National Association
Ohio
$322K -$139K -2,451 -30%
MPM
546
MBB Public Markets
Illinois
$322K -$931K -16,416 -74%
BBHC
547
Brown Brothers Harriman & Co
New York
$316K +$15.1K +266 +5%
TWM
548
Thrive Wealth Management
Pennsylvania
$312K -$1.99K -35 -0.6%
HWM
549
HB Wealth Management
Georgia
$311K -$7.94K -140 -2%
BFG
550
Beacon Financial Group
Texas
$307K -$3.63K -64 -1%
20 21
22
23 24