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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$522M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.9M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$72.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$358M
5
Morgan Stanley
5
Morgan Stanley
New York
$830M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$61.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$44.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$14.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$144K
5
Man Group
5
Man Group
United Kingdom
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B 24,331,324 -422,484 -2%
BlackRock
2
BlackRock
New York
$864M 13,603,864 -212,113 -2%
Morgan Stanley
3
Morgan Stanley
New York
$830M 13,065,224 +529,817 +4%
State Street
4
State Street
Massachusetts
$712M 11,108,175 +316,858 +3%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$522M 8,225,213 +1,577,414 +24%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$433M 6,819,124 +302,212 +5%
Victory Capital Management
7
Victory Capital Management
Texas
$358M 5,639,296 +699,297 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$295M 4,657,554 +88,668 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$257M 4,053,985 +2,628 +0.1%
Norges Bank
10
Norges Bank
Norway
$197M 3,098,951 +200,175 +7%
First Trust Advisors
11
First Trust Advisors
Illinois
$189M 2,974,198 -244,543 -8%
Invesco
12
Invesco
Georgia
$151M 2,372,453 -62,905 -3%
APG Asset Management
13
APG Asset Management
Netherlands
$135M 2,132,351 +200,851 +10%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$128M 2,018,183 -5,195 -0.3%
Northern Trust
15
Northern Trust
Illinois
$127M 2,001,848 +98,500 +5%
PCH
16
Polar Capital Holdings
United Kingdom
$122M 1,925,000 -75,000 -4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$114M 1,795,436 +38,874 +2%
Wells Fargo
18
Wells Fargo
California
$114M 1,791,262 +165,848 +10%
Bank of America
19
Bank of America
North Carolina
$112M 1,761,249 +333,990 +23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$111M 1,748,610 +62,917 +4%
Charles Schwab
21
Charles Schwab
California
$104M 1,633,418 +36,994 +2%
Goldman Sachs
22
Goldman Sachs
New York
$94.3M 1,485,306 -76,724 -5%
Legal & General Group
23
Legal & General Group
United Kingdom
$94.1M 1,481,744 -41,069 -3%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$72.9M 1,147,961 +782,280 +214%
ACA
25
Anchor Capital Advisors
Massachusetts
$65.8M 1,036,011 +150,099 +17%
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