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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 %
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$2.18M +$81K +1,374 +4%
ICM
277
Intrepid Capital Management
Florida
$2.18M – – –
EI
278
Ethic Inc
New York
$2.17M +$326K +5,532 +18%
NAM
279
Nissay Asset Management
Japan
$2.1M +$41K +696 +2%
SPIA
280
Steward Partners Investment Advisory
New York
$2.02M +$175K +2,975 +10%
IMRF
281
Illinois Municipal Retirement Fund
Illinois
$2.01M – – –
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$2.01M -$245K -4,158 -11%
CNBTD
283
Citizens National Bank Trust Department
Mississippi
$1.99M -$41.6K -705 -2%
PP
284
Prudential plc
United Kingdom
$1.98M -$1.03M -17,475 -34%
TI
285
Trexquant Investment
Connecticut
$1.97M -$3.84M -65,126 -66%
WCWM
286
Willow Creek Wealth Management
California
$1.94M -$118 -2 -0%
CPBTD
287
Central Pacific Bank - Trust Division
Hawaii
$1.9M +$1.9M +32,606 New
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$1.89M +$324K +5,500 +21%
Axa
289
Axa
France
$1.89M +$1.41M +23,852 +292%
WLG
290
Williamson Legacy Group
Indiana
$1.88M +$47K +798 +3%
DM
291
Delphi Management
Massachusetts
$1.85M -$40.2K -682 -2%
LIM
292
Leavell Investment Management
Alabama
$1.8M – – –
Verition Fund Management
293
Verition Fund Management
Connecticut
$1.8M -$26.2K -444 -1%
O
294
Ossiam
France
$1.78M -$743K -12,600 -29%
FHB
295
First Hawaiian Bank
Hawaii
$1.78M +$127K +2,148 +8%
LCM
296
LRT Capital Management
Texas
$1.77M +$744K +12,615 +72%
DCM
297
Dean Capital Management
Kansas
$1.73M -$181K -3,074 -9%
IIL
298
Insight Inv LLC
California
$1.73M +$106K +1,800 +7%
ACL
299
Applied Capital LLC
Florida
$1.72M +$30.7K +521 +2%
BFA
300
Brendel Financial Advisors
New Hampshire
$1.72M +$17.9K +304 +1%
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