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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.

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
1
Principal Financial Group
Iowa
$208M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236M
3
Millennium Management
3
Millennium Management
New York
$51.3M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$85.5M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$226M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$57.9M
2
APG Asset Management
2
APG Asset Management
Netherlands
$57.7M
3
Charles Schwab
3
Charles Schwab
California
$99.1M
4
Invesco
4
Invesco
Georgia
$245M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
576
Headlands Technologies
Illinois
$262K +$262K +4,622 New
FWP
577
Firethorn Wealth Partners
Georgia
$259K +$16.8K +296 +7%
CWM
578
Cornerstone Wealth Management
Missouri
$256K – – –
HAG
579
HighPoint Advisor Group
Illinois
$255K -$137K -2,380 -35%
S
580
SignatureFD
Georgia
$254K +$1.14K +20 +0.4%
PS
581
Principal Securities
Iowa
$254K +$133K +2,345 +110%
JWCA
582
J.W. Cole Advisors
Florida
$250K +$10.3K +182 +4%
NP
583
NorthRock Partners
Minnesota
$248K -$1.19K -21 -0.5%
GWMIA
584
Global Wealth Management Investment Advisory
Florida
$246K -$57 -1 -0%
AWM
585
AE Wealth Management
Kansas
$246K +$22.9K +403 +10%
GFS
586
GYL Financial Synergies
Connecticut
$244K +$851 +15 +0.3%
AC
587
Avestar Capital
New York
$243K +$1.42K +25 +0.6%
BW
588
BIP Wealth
Georgia
$242K -$908 -16 -0.4%
MPIA
589
Mountain Pacific Investment Advisers
Idaho
$241K -$57 -1 -0%
LI
590
LRI Investments
Florida
$240K -$16.5K -277 -6%
PWG
591
Portside Wealth Group
Utah
$239K +$239K +4,212 New
SOW
592
State of Wyoming
Wyoming
$239K -$25.8K -455 -10%
FIA
593
Foundations Investment Advisors
Arizona
$236K +$236K +4,168 New
OC
594
Oppenheimer & Co
New York
$235K +$235K +4,136 New
CCA
595
Checchi Capital Advisers
California
$234K -$511 -9 -0.2%
Koshinski Asset Management
596
Koshinski Asset Management
Illinois
$233K +$3.52K +62 +2%
WC
597
Wexford Capital
Florida
$233K +$233K +4,100 New
AWM
598
Apollon Wealth Management
South Carolina
$232K +$1.31K +23 +0.6%
EH
599
Equitable Holdings
New York
$232K +$232K +4,084 New
HI
600
Horizon Investments
North Carolina
$231K -$16.8K -297 -7%
22 23
24
25 26