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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 %
APC
626
Aspire Private Capital
North Carolina
$4.76K 75 – –
AIC
627
Archer Investment Corporation
Indiana
$4.64K 73 – –
TJHA
628
Thomas J. Herzfeld Advisors
Florida
$4.64K 73 – –
CTWM
629
Cherry Tree Wealth Management
Minnesota
$4.57K 72 – –
MCM
630
MV Capital Management
Maryland
$3.37K 53 +6 +13%
RFG
631
RFP Financial Group
Georgia
$3.18K 50 – –
SIA
632
SkyView Investment Advisors
New Jersey
$3K 52 – –
CCM
633
Copeland Capital Management
Pennsylvania
$2.91K 46 -64 -58%
MCM
634
Manchester Capital Management
Vermont
$2.67K 42 +34 +425%
BCMLT
635
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.61K 44 – –
WWP
636
WR Wealth Planners
Missouri
$2.54K 40 – –
SIC
637
SJS Investment Consulting
Ohio
$2.22K 35 +4 +13%
AGWCA
638
Annis Gardner Whiting Capital Advisors
Florida
$2.18K 34 +34 New
FMP
639
Financial Management Professionals
Texas
$2K 30 – –
PVH
640
Psagot Value Holdings
Israel
$2K 35 +35 New
BAAM
641
Baker Avenue Asset Management
California
$1.91K 30 +7 +30%
CMBA
642
C.M. Bidwell & Associates
Hawaii
$1.71K 27 – –
SS
643
Sunbelt Securities
Texas
$1.59K 25 +25 New
MTIC
644
Missouri Trust & Investment Company
Missouri
$1.52K 24 – –
Group One Trading
645
Group One Trading
Illinois
$1.52K 24 +24 New
GI
646
Gradient Investments
Minnesota
$1.4K 22 – –
SWA
647
Sutton Wealth Advisors
Florida
$1.21K 19 +19 New
PI
648
PEAK6 Investments
Illinois
$1.14K 18 -15,903 -100%
JGIA
649
Jackson Grant Investment Advisers
Connecticut
$1.02K 16 – –
MHR
650
Matthew Hamilton Rosenberg
$1.02K 16 – –
24 25
26
27 28