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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 %
TAF
251
Tredje AP-fonden
Sweden
$2.88M – – –
Public Sector Pension Investment Board (PSP Investments)
252
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.84M +$24.8K +420 +0.9%
TPCW
253
TD Private Client Wealth
New York
$2.77M +$10.1K +172 +0.4%
BAM
254
Belpointe Asset Management
Nevada
$2.74M – – –
SVWAG
255
Sound View Wealth Advisors Group
Georgia
$2.73M -$91.3K -1,548 -3%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$2.7M +$210K +3,568 +8%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$2.64M +$220K +3,725 +9%
AWM
258
Accurate Wealth Management
Florida
$2.63M +$99K +1,802 +4%
DIA
259
Dean Investment Associates
Ohio
$2.62M -$239K -4,047 -8%
SO
260
STRS Ohio
Ohio
$2.6M +$141K +2,397 +6%
BPA
261
Beacon Pointe Advisors
California
$2.58M -$50.1K -849 -2%
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$2.56M +$517K +11,216 +25%
MML Investors Services
263
MML Investors Services
Massachusetts
$2.54M +$439K +7,443 +21%
RJT
264
Raymond James Trust
Florida
$2.51M -$90.6K -1,536 -3%
NYLIM
265
New York Life Investment Management
New York
$2.45M -$106K -1,794 -4%
X
266
Xponance
Pennsylvania
$2.45M +$146K +2,469 +6%
TAM
267
Tealwood Asset Management
Minnesota
$2.43M +$2.43M +41,189 New
YCM
268
Yousif Capital Management
Michigan
$2.42M -$62.6K -1,061 -3%
AM
269
AGF Management
Ontario, Canada
$2.39M -$1.11M -18,825 -32%
AIC
270
Aurora Investment Counsel
Georgia
$2.37M +$39.1K +664 +2%
MOACM
271
Mutual of America Capital Management
New York
$2.35M -$61.3K -1,039 -3%
MYAM
272
Meiji Yasuda Asset Management
Japan
$2.35M -$1.03M -17,422 -30%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$2.33M +$2.86K +49 +0.1%
APIM
274
Agate Pass Investment Management
Washington
$2.3M -$17K -288 -0.7%
Osaic Holdings
275
Osaic Holdings
Arizona
$2.25M -$4.83M -81,956 -68%
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