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W.R. Berkley
WRB

Overview Fund Activity

747 hedge funds and large institutions have $13.8B invested in W.R. Berkley in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 294 increasing their positions, 249 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
-16
Holders Change %
-2.1%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
83
Increased
294
Reduced
249
Closed
90
Calls
$56.3M
Puts
$7.16M
Net Calls
+$49.2M
Net Calls Change
+$54.5M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$300M
2
Morgan Stanley
Morgan Stanley
New York
$1.05B
3
Principal Financial Group
Principal Financial Group
Iowa
$92.8M
4
Citadel Advisors
Citadel Advisors
Florida
$36.3M
5
UBS AM
UBS AM
Illinois
$116M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$30.5M
3
Victory Capital Management
Victory Capital Management
Texas
$331M
4
JCM
Junto Capital Management
New York
$0
5
Barclays
Barclays
United Kingdom
$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global ETFs Holdings
276
Mirae Asset Global ETFs Holdings
Hong Kong
$1.86M +$1.86M +36,570 New
Macquarie Group
277
Macquarie Group
Australia
$1.86M -$9.65M -187,041 -84%
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$1.84M +$59.9K +1,143 +3%
EI
279
Ethic Inc
New York
$1.82M -$116K -2,216 -6%
IMRF
280
Illinois Municipal Retirement Fund
Illinois
$1.79M – – –
CNBTD
281
Citizens National Bank Trust Department
Mississippi
$1.77M -$1.15K -22 -0.1%
CPBTD
282
Central Pacific Bank - Trust Division
Hawaii
$1.74M +$36.5K +697 +2%
TC
283
TownSquare Capital
Utah
$1.74M +$250K +4,772 +17%
WCWM
284
Willow Creek Wealth Management
California
$1.72M – – –
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$1.71M +$31.1K +593 +2%
Axa
286
Axa
France
$1.68M +$4.61K +88 +0.3%
UM
287
UniSuper Management
Australia
$1.65M +$604K +11,538 +58%
BBI
288
Baxter Bros Inc
Connecticut
$1.65M +$822K +15,690 +99%
P
289
&Partners
Tennessee
$1.64M +$1.64M +31,344 New
IIL
290
Insight Inv LLC
California
$1.62M +$75.1K +1,425 +5%
FHB
291
First Hawaiian Bank
Hawaii
$1.62M +$33K +630 +2%
LIM
292
Leavell Investment Management
Alabama
$1.62M +$14.2K +271 +0.9%
Verition Fund Management
293
Verition Fund Management
Connecticut
$1.61M +$13.4K +256 +0.8%
Neuberger Berman Group
294
Neuberger Berman Group
New York
$1.58M +$231K +4,407 +17%
ACL
295
Applied Capital LLC
Florida
$1.56M +$32.2K +615 +2%
TI
296
Tidal Investments
Wisconsin
$1.53M +$936K +17,872 +157%
O
297
Ossiam
France
$1.5M -$89.1K -1,701 -6%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$1.46M -$3.59M -68,517 -71%
MLM
299
Mount Lucas Management
Pennsylvania
$1.44M +$1.44M +41,255 New
SIA
300
SeaBridge Investment Advisors
New Jersey
$1.43M +$1.43M +27,285 New
10 11
12
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