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W.R. Berkley
WRB

Overview Fund Activity

763 hedge funds and large institutions have $15.8B invested in W.R. Berkley in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 275 increasing their positions, 260 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+45
Holders Change %
+6.27%
% of All Funds
11.06%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
99
Increased
275
Reduced
260
Closed
46
Calls
$13.9M
Puts
$19.2M
Net Calls
-$5.3M
Net Calls Change
-$5.38M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$77.4M
2
Invesco
Invesco
Georgia
$288M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$663M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M
5
JCM
Junto Capital Management
New York
$41.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.12B
2
Victory Capital Management
Victory Capital Management
Texas
$420M
3
BlackRock
BlackRock
New York
$1.39B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$659M
5
State Street
State Street
Massachusetts
$924M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
226
Markel Group
Virginia
$3.58M – – –
Two Sigma Investments
227
Two Sigma Investments
New York
$3.57M -$5.9M -100,135 -62%
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$3.51M -$167K -2,829 -5%
PAM
229
Panagora Asset Management
Massachusetts
$3.48M -$2.36K -40 -0.1%
ProShare Advisors
230
ProShare Advisors
Maryland
$3.47M -$249K -4,218 -7%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$3.45M – – –
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$3.35M -$2.47M -41,919 -42%
DnB Asset Management
233
DnB Asset Management
Norway
$3.29M -$138K -2,334 -4%
AP
234
Advisors Preferred
Maryland
$3.27M +$3.27M +56,124 New
OCA
235
Otter Creek Advisors
Florida
$3.23M +$2.23M +37,772 +222%
UIM
236
USS Investment Management
United Kingdom
$3.22M -$637K -10,813 -17%
KA
237
KLCM Advisors
Wisconsin
$3.21M – – –
Daiwa Securities Group
238
Daiwa Securities Group
Japan
$3.19M +$101K +1,719 +3%
Zurich Cantonal Bank
239
Zurich Cantonal Bank
Switzerland
$3.19M -$978K -16,581 -23%
CNB
240
Czech National Bank
Czech Republic
$3.15M -$1.77K -30 -0.1%
GAM
241
Griffin Asset Management
New York
$3.14M – – –
CI
242
CX Institutional
Indiana
$3.12M +$2.97M +50,412 +1,979%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$3.11M +$603K +10,229 +24%
SG Americas Securities
244
SG Americas Securities
New York
$3.09M +$2.07M +35,037 +201%
MF
245
Manchester Financial
California
$3.08M -$3.83K -65 -0.1%
URS
246
Utah Retirement Systems
Utah
$3.06M -$8.84K -150 -0.3%
OAM
247
Ostrum Asset Management
France
$3.06M – – –
AIP
248
Ameritas Investment Partners
Nebraska
$3M -$22.9K -389 -0.8%
GWCM
249
Godshalk Welsh Capital Management
Pennsylvania
$3M -$2.24K -38 -0.1%
SC
250
Sepio Capital
Utah
$2.92M -$418K -7,089 -13%
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