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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 %
CWP
776
Concord Wealth Partners
Virginia
$624 11 +11 New
WWP
777
WR Wealth Planners
Missouri
$511 9 +3 +50%
WWM
778
Wolff Wiese Magana
California
$398 7 +2 +40%
CPG
779
Cornerstone Planning Group
New Jersey
$346 6 +6 New
VWA
780
Valued Wealth Advisors
Utah
$341 6 +2 +50%
CTB
781
Country Trust Bank
Illinois
$340 6 +2 +50%
FPFS
782
First Personal Financial Services
North Carolina
$171 3 +3 New
WA
783
WestEnd Advisors
North Carolina
$113 2 +1 +100%
SWA
784
SOA Wealth Advisors
New York
$58 1 – –
YDMI
785
Y.D. More Investments
Israel
$26 171 +63 +58%
DWM
786
Dogwood Wealth Management
Kansas
– – – –
Norges Bank
787
Norges Bank
Norway
– – -3,823,981 Closed
Citadel Advisors
788
Citadel Advisors
Florida
– – -461,793 Closed
WRBC
789
W.R. Berkley Corp
Connecticut
– – -269,000 Closed
SBH
790
Segall Bryant & Hamill
Illinois
– – -163,275 Closed
RCM
791
Rokos Capital Management
United Kingdom
– – -96,600 Closed
PP
792
Prospector Partners
Connecticut
– – -94,130 Closed
Nomura Holdings
793
Nomura Holdings
Japan
– – -92,452 Closed
Ohio Public Employees Retirement System (OPERS)
794
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -81,676 Closed
SA
795
Sanctuary Advisors
Indiana
– – -62,636 Closed
CI
796
CX Institutional
Indiana
– – -35,574 Closed
TPSF
797
Texas Permanent School Fund
Texas
– – -33,508 Closed
CPBTD
798
Central Pacific Bank - Trust Division
Hawaii
– – -22,202 Closed
Balyasny Asset Management
799
Balyasny Asset Management
Illinois
– – -17,287 Closed
SFC
800
Strategic Financial Concepts
Texas
– – -16,971 Closed
30 31
32
33 34