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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 %
SW
801
Simplicity Wealth
New Jersey
– – -14,506 Closed
TC
802
Taika Capital
Florida
– – -13,610 Closed
BBVA
803
Banco Bilbao Vizcaya Argentaria
Spain
– – -10,335 Closed
BAMF
804
BI Asset Management Fondsmaeglerselskab
Denmark
– – -8,679 Closed
AIM
805
Aigen Investment Management
New York
– – -8,038 Closed
SAM
806
Strategy Asset Managers
California
– – -7,271 Closed
IG
807
ING Group
Netherlands
– – -6,981 Closed
BS
808
Banco Santander
Spain
– – -6,834 Closed
SP
809
Symmetry Partners
Connecticut
– – -6,558 Closed
SGI
810
Summit Global Investments
Utah
– – -5,509 Closed
BA
811
Bridgewater Associates
Connecticut
– – -5,303 Closed
CIM
812
Contravisory Investment Management
Massachusetts
– – -5,068 Closed
MA
813
MJP Associates
Connecticut
– – -4,915 Closed
PL
814
Perpetual Ltd
Australia
– – -4,418 Closed
QCM
815
Qsemble Capital Management
New York
– – -4,128 Closed
GWM
816
Gitterman Wealth Management
New Jersey
– – -3,773 Closed
IA
817
IFG Advisory
Georgia
– – -3,771 Closed
MCCA
818
Mill Creek Capital Advisors
Pennsylvania
– – -3,643 Closed
WWS
819
Wellington Wealth Strategies
Indiana
– – -3,447 Closed
Wolverine Trading
820
Wolverine Trading
Illinois
– – -3,143 Closed
CCI
821
Credit Capital Investments
New Jersey
– – -2,980 Closed
CWS
822
Confluence Wealth Services
Pennsylvania
– – -2,859 Closed
VC
823
Vicus Capital
Pennsylvania
– – -2,748 Closed
EFI
824
EHP Funds Inc
Canada
– – -2,700 Closed
NHC
825
Nicholas Hoffman & Company
Georgia
– – -2,557 Closed
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