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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, 637 increasing their positions, 36 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
637
Reduced
36
Closed
59
Calls
$14M
Puts
$10.4M
Net Calls
+$3.58M
Net Calls Change
-$45.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B
2
BlackRock
2
BlackRock
New York
$1.33B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.14B
4
State Street
4
State Street
Massachusetts
$858M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$658M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$57.9M
3
APG Asset Management
3
APG Asset Management
Netherlands
$57.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
WRBC
5
W.R. Berkley Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
626
One Wealth Advisors
California
$202K 3,553 – –
AIM
627
AMI Investment Management
Indiana
$202K 3,552 +1,002 +39%
CGL
628
Clarius Group LLC
Washington
$201K 3,549 +3,549 New
TAM
629
Trust Asset Management
Texas
$200K 3,529 +3,529 New
EBA
630
Eagle Bay Advisors
New York
$194K 3,425 +1,009 +42%
IHWM
631
Iron Horse Wealth Management
Iowa
$189K 3,327 +1,109 +50%
WT
632
Whittier Trust
California
$187K 3,290 +1,181 +56%
AF
633
Advisornet Financial
Minnesota
$176K 3,107 +1,700 +121%
CMBA
634
C.M. Bidwell & Associates
Hawaii
$174K 3,075 +1,023 +50%
PA
635
Parallel Advisors
California
$172K 3,028 +1,345 +80%
UFF
636
USA Financial Formulas
Michigan
$165K 2,908 +922 +46%
HWA
637
Heritage Wealth Advisors
Virginia
$162K 2,863 +954 +50%
OIA
638
Optimum Investment Advisors
Illinois
$160K 2,812 +937 +50%
AFWM
639
Abich Financial Wealth Management
Virginia
$159K 2,807 +2,807 New
OWP
640
ORG Wealth Partners
Texas
$148K 2,610 +2,610 New
NC
641
nVerses Capital
Florida
$147K 2,600 +2,600 New
GSEP
642
Golden State Equity Partners
California
$125K 2,202 +2,202 New
LS
643
Livforsakringsbolaget Skandia
Sweden
$125K 2,196 +1,865 +563%
TFA
644
Transamerica Financial Advisors
Florida
$123K 2,158 +2,158 New
CFGS
645
Concourse Financial Group Securities
Alabama
$116K 2,036 +528 +35%
AF
646
Allworth Financial
California
$113K 1,993 -1 -0.1%
Acadian Asset Management
647
Acadian Asset Management
Massachusetts
$108K 1,905 -4,109 -68%
JWA
648
JFS Wealth Advisors
Pennsylvania
$107K 1,895 +642 +51%
WSFS
649
Wilmington Savings Fund Society
Delaware
$98.5K 1,736 +1,736 New
GWM
650
Geneos Wealth Management
Colorado
$97.4K 1,717 +794 +86%
24 25
26
27 28