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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 %
OP
826
ORG Partners
Indiana
– – -1,740 Closed
AA
827
Alta Advisers
United Kingdom
– – -900 Closed
PCMC
828
Planning Capital Management Corporation
Pennsylvania
– – -536 Closed
1IA
829
1620 Investment Advisors
Massachusetts
– – -300 Closed
RTC
830
Riverview Trust Company
Washington
– – -240 Closed
CA
831
Crewe Advisors
Utah
– – -203 Closed
BHWM
832
Beaird Harris Wealth Management
Texas
– – -184 Closed
WB
833
Webster Bank
Connecticut
– – -155 Closed
TSWM
834
Tyler-Stone Wealth Management
Ohio
– – -80 Closed
EWP
835
Elevation Wealth Partners
California
– – -66 Closed
VAG
836
VisionPoint Advisory Group
Texas
– – -59 Closed
CP
837
Castleview Partners
Texas
– – -40 Closed
SSB
838
Sandy Spring Bank
Maryland
– – -39 Closed
TJHA
839
Thomas J. Herzfeld Advisors
Florida
– – -32 Closed
OWA
840
Opal Wealth Advisors
New York
– – -26 Closed
TWP
841
Triad Wealth Partners
Kansas
– – -25 Closed
LIA
842
Lynx Investment Advisory
District of Columbia
– – -16 Closed
VNA
843
Valley National Advisers
Pennsylvania
– – -15 Closed
IC
844
Innealta Capital
Texas
– – -14 Closed
RFG
845
RFP Financial Group
Georgia
– – -13 Closed
MS
846
Maven Securities
Jersey
– – – –
AWM
847
Activest Wealth Management
Florida
– – – –
CSS
848
Cubist Systematic Strategies
Connecticut
– – – –
Simplex Trading
849
Simplex Trading
Illinois
– – – –
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34