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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B 35,907,179 +11,864,303 +49%
BlackRock
2
BlackRock
New York
$1.33B 23,356,584 +7,535,876 +48%
Morgan Stanley
3
Morgan Stanley
New York
$1.14B 20,029,039 +6,709,662 +50%
State Street
4
State Street
Massachusetts
$858M 15,121,001 +4,947,830 +49%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$658M 11,605,519 +4,051,644 +54%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$642M 11,321,958 +3,825,238 +51%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$429M 7,591,353 +2,459,073 +48%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$418M 7,366,424 +2,616,227 +55%
Invesco
9
Invesco
Georgia
$245M 4,321,471 +901,736 +26%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236M 4,154,783 +2,118,641 +104%
First Trust Advisors
11
First Trust Advisors
Illinois
$226M 3,992,098 +1,663,014 +71%
Principal Financial Group
12
Principal Financial Group
Iowa
$208M 3,674,171 +2,493,758 +211%
Bank of America
13
Bank of America
North Carolina
$178M 3,139,493 +1,241,724 +65%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$173M 3,042,973 +1,005,374 +49%
PCH
15
Polar Capital Holdings
United Kingdom
$166M 2,925,000 +990,000 +51%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$164M 2,891,032 +961,101 +50%
Wells Fargo
17
Wells Fargo
California
$157M 2,765,226 +992,631 +56%
Northern Trust
18
Northern Trust
Illinois
$154M 2,719,320 +773,139 +40%
UBS Group
19
UBS Group
Switzerland
$135M 2,388,440 +1,002,570 +72%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$130M 2,297,275 +707,874 +45%
UBS AM
21
UBS AM
Illinois
$115M 2,031,786 +559,043 +38%
Legal & General Group
22
Legal & General Group
United Kingdom
$112M 1,978,240 +598,797 +43%
Charles Schwab
23
Charles Schwab
California
$99.1M 1,746,084 +42,834 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$95.1M 1,676,963 +605,178 +56%
EAM
25
EULAV Asset Management
Florida
$88.8M 1,564,890 +521,630 +50%
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