WRB icon

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 %
CSC
576
Caldwell Sutter Capital
California
$28.6K 450 – –
HC
577
Hoese & Co
Minnesota
$28.6K 450 – –
WTC
578
WhitTier Trust Company
Nevada
$28.2K 444 -27 -6%
TC
579
Trust Company
Kansas
$27.8K 438 – –
KI
580
Kapitalo Investimentos
Brazil
$27.2K 428 -1,053 -71%
VAG
581
VisionPoint Advisory Group
Texas
$26.8K 422 +422 New
RCM
582
Raleigh Capital Management
North Carolina
$26.3K 414 +236 +133%
FCA
583
FinTrust Capital Advisors
South Carolina
$26K 409 -2,499 -86%
PFBT
584
Parkside Financial Bank & Trust
Missouri
$25.8K 406 +209 +106%
NS
585
NBC Securities
Alabama
$24K 385 +385 New
VWM
586
Venturi Wealth Management
Texas
$22.2K 349 – –
DMBA
587
Deseret Mutual Benefit Administrators
Utah
$22.2K 349 – –
LC
588
Lindbrook Capital
California
$21.6K 340 +84 +33%
Federated Hermes
589
Federated Hermes
Pennsylvania
$21.5K 338 -4,902 -94%
LS
590
Livforsakringsbolaget Skandia
Sweden
$21.2K 331 – –
SWM
591
Spire Wealth Management
Virginia
$20.1K 316 -346 -52%
AAP
592
Arax Advisory Partners
Colorado
$20K 315 – –
DJSG
593
D.J. St. Germain
Massachusetts
$19.7K 310 – –
MAM
594
Meeder Asset Management
Ohio
$18K 283 +283 New
CA
595
Clearstead Advisors
Ohio
$17.8K 280 +140 +100%
BWL
596
Bogart Wealth LLC
Virginia
$16.8K 265 – –
RTC
597
Riverview Trust Company
Washington
$15.2K 240 – –
PWMG
598
Prestige Wealth Management Group
New Jersey
$14.6K 228 – –
VCM
599
Versant Capital Management
Arizona
$13.9K 219 – –
C
600
Covestor
United Kingdom
$13K 198 -1,062 -84%
22 23
24
25 26