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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 %
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$20.4M 358,937 -29,010 -7%
Jane Street
77
Jane Street
New York
$20.3M 358,555 +249,674 +229%
Allianz Asset Management
78
Allianz Asset Management
Germany
$19.9M 349,957 +25,466 +8%
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$19.7M 346,384 +346,384 New
Cerity Partners
80
Cerity Partners
New York
$19.1M 336,027 +126,664 +60%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$19M 335,071 +100,889 +43%
ZIM
82
Zacks Investment Management
Illinois
$19M 334,079 +334,079 New
CM
83
Churchill Management
California
$19M 334,067 +113,577 +52%
PC
84
PhiloSmith Capital
Connecticut
$18.7M 329,881 +109,960 +50%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$18.7M 329,142 +112,053 +52%
LPL Financial
86
LPL Financial
California
$18.5M 326,200 +130,598 +67%
WG
87
Winton Group
United Kingdom
$18.4M 325,103 +89,909 +38%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$18.3M 323,681 +96,292 +42%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$17.5M 309,214 +202,299 +189%
Citigroup
90
Citigroup
New York
$17.2M 303,567 +78,146 +35%
TA
91
Townsend & Associates
Colorado
$16.9M 285,349 +5,875 +2%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$16.1M 283,597 +93,017 +49%
SI
93
Stephens Inc
Arkansas
$16M 281,666 +93,816 +50%
Tudor Investment Corp
94
Tudor Investment Corp
Connecticut
$15.7M 277,238 +149,155 +116%
Canada Life
95
Canada Life
Manitoba, Canada
$15.5M 273,362 +83,049 +44%
SEI Investments
96
SEI Investments
Pennsylvania
$15.3M 270,334 +91,228 +51%
HA
97
Heartland Advisors
Wisconsin
$15.2M 267,573 +125,727 +89%
RA
98
Royce & Associates
New York
$14.9M 262,082 +71,027 +37%
FCM
99
Fairholme Capital Management
Florida
$14.8M 261,450 +136,550 +109%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$14.7M 259,564 +119,530 +85%
2 3
4
5 6