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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 %
AIC
751
Archer Investment Corporation
Indiana
$6.18K 109 +36 +49%
CTWM
752
Cherry Tree Wealth Management
Minnesota
$6.13K 108 +36 +50%
APC
753
Aspire Private Capital
North Carolina
$5.87K 104 +35 +51%
FNWA
754
Financial Network Wealth Advisors
Utah
$5.33K 94 +32 +52%
FDCP
755
Foster Dykema Cabot & Partners
Massachusetts
$5.28K 93 +93 New
MCM
756
MV Capital Management
Maryland
$4.65K 82 +26 +46%
MA
757
MCF Advisors
Kentucky
$4.43K 78 +20 +34%
GKIM
758
GW&K Investment Management
Massachusetts
$4K 76 +32 +73%
BCMLT
759
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.76K 66 +22 +50%
SIC
760
SJS Investment Consulting
Ohio
$3.29K 58 +19 +49%
LWMI
761
Legacy Wealth Management (Idaho)
Idaho
$3.19K 53 +53 New
LIS
762
Legacy Investment Solutions
Idaho
$3.19K 53 +53 New
DPW
763
DiNuzzo Private Wealth
Pennsylvania
$3.12K 55 +18 +49%
AGWCA
764
Annis Gardner Whiting Capital Advisors
Florida
$2.89K 51 +17 +50%
IAIM
765
International Assets Investment Management
Florida
$2.76K 156,779 +156,779 New
S
766
Sachetta
Massachusetts
$2.61K 46 – –
FPB
767
First PREMIER Bank
South Dakota
$2K 43 +14 +48%
DF
768
Dunhill Financial
United Kingdom
$1.53K 27 +9 +50%
TC
769
Truvestments Capital
Florida
$1.48K 26 +26 New
MHR
770
Matthew Hamilton Rosenberg
$1.36K 24 -36 -60%
JGIA
771
Jackson Grant Investment Advisers
Connecticut
$1.36K 24 +8 +50%
CWA
772
Carolina Wealth Advisors
South Carolina
$1.19K 21 +21 New
KFI
773
Key Financial Inc
Pennsylvania
$1.08K 19 +6 +46%
TAM
774
Tucker Asset Management
Colorado
$1.02K 18 +4 +29%
AW
775
Avion Wealth
Texas
$1K 25 +2 +9%
29 30
31
32 33