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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 %
ODG
601
O'Dell Group
Ohio
$230K – – –
MGIA
602
Moneta Group Investment Advisors
Missouri
$230K -$142K -2,506 -38%
FRM
603
Fox Run Management
Connecticut
$229K +$229K +4,033 New
IFU
604
iSAM Funds (UK)
United Kingdom
$227K +$227K +4,006 New
WFI
605
West Family Investments
California
$224K -$113 -2 -0.1%
SSW
606
Smith Shellnut Wilson
Mississippi
$224K -$170 -3 -0.1%
ACA
607
Aptus Capital Advisors
Alabama
$224K -$168K -2,968 -43%
ATC
608
Argent Trust Co
Tennessee
$220K -$53K -934 -19%
BAM
609
Blueshift Asset Management
New Jersey
$219K +$219K +3,854 New
MAS
610
Meeder Advisory Services
Ohio
$217K +$217K +3,819 New
AFG
611
ABLE Financial Group
Arizona
$216K +$216K +3,799 New
OTL
612
Oak Thistle LLC
New York
$214K +$214K +3,781 New
CFB
613
Cullen/Frost Bankers
Texas
$213K +$1.19K +21 +0.6%
GWANC
614
Guardian Wealth Advisors (North Carolina)
North Carolina
$211K +$211K +3,727 New
CRC
615
Curi RMB Capital
Illinois
$209K +$209K +3,677 New
ACM
616
Aster Capital Management
United Arab Emirates
$208K +$208K +3,672 New
CCM
617
Chilton Capital Management
Texas
$208K -$57 -1 -0%
Two Sigma Advisers
618
Two Sigma Advisers
New York
$206K +$206K +3,625 New
FFA
619
Farther Finance Advisors
California
$205K +$19.5K +343 +10%
SCM
620
Stevens Capital Management
Pennsylvania
$205K +$205K +3,612 New
AC
621
AlphaCore Capital
California
$205K +$205K +3,611 New
QCG
622
Quadrant Capital Group
Ohio
$204K -$567 -10 -0.3%
Fisher Asset Management
623
Fisher Asset Management
Washington
$203K +$203K +3,585 New
HI
624
Harbour Investments
Wisconsin
$203K -$209K -3,690 -51%
Vontobel Holding
625
Vontobel Holding
Switzerland
$202K +$202K +3,560 New
23 24
25
26 27