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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 %
GKIM
651
GW&K Investment Management
Massachusetts
$1K 12 – –
AW
652
Avion Wealth
Texas
$1K 17 +8 +89%
ECM
653
Everence Capital Management
Indiana
$624 9,825 – –
JWM
654
Janiczek Wealth Management
Colorado
$572 9 +4 +80%
BIA
655
Bell Investment Advisors
California
$508 8 +8 New
TWP
656
TFO Wealth Partners
Ohio
$476 8 – –
FGAM
657
Financial Gravity Asset Management
Texas
$406 4 -56 -93%
WWM
658
Wolff Wiese Magana
California
$318 5 +5 New
CTA
659
Colonial Trust Advisors
South Carolina
$127 2 +2 New
SWA
660
SOA Wealth Advisors
New York
$64 1 – –
First Eagle Investment Management
661
First Eagle Investment Management
New York
– – -334,323 Closed
CRM
662
Cramer Rosenthal McGlynn
Connecticut
– – -259,509 Closed
AAF
663
Andra AP-fonden
Sweden
– – -156,200 Closed
AIMCA
664
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -127,172 Closed
Marshall Wace
665
Marshall Wace
United Kingdom
– – -124,750 Closed
GC
666
Gillson Capital
Illinois
– – -107,689 Closed
MGIM
667
M&G Investment Management
United Kingdom
– – -89,913 Closed
PCM
668
Prana Capital Management
Connecticut
– – -83,794 Closed
QT
669
Quantbot Technologies
New York
– – -74,582 Closed
JAM
670
Jupiter Asset Management
United Kingdom
– – -58,261 Closed
PMEF
671
Point72 Middle East FZE
United Arab Emirates
– – -52,939 Closed
MWM
672
Moran Wealth Management
Florida
– – -38,746 Closed
MF
673
Magnetar Financial
Illinois
– – -35,847 Closed
TCM
674
Teza Capital Management
Illinois
– – -32,828 Closed
SW
675
SteelPeak Wealth
California
– – -32,189 Closed
25 26
27
28 29