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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 %
JFG
301
Jefferies Financial Group
New York
$1.72M -$6.43K -109 -0.4%
TC
302
TownSquare Capital
Utah
$1.68M +$462K +7,843 +38%
EMPI
303
Elo Mutual Pension Insurance
Finland
$1.67M +$76.3K +1,294 +5%
BFG
304
Bleakley Financial Group
New Jersey
$1.66M +$139K +2,364 +9%
SW
305
Simplicity Wealth
New Jersey
$1.64M +$1.64M +27,755 New
EP
306
Edgestream Partners
New Jersey
$1.62M -$211K -3,572 -11%
II
307
Inspire Investing
Idaho
$1.59M -$307K -5,208 -16%
CIC
308
Chase Investment Counsel
Virginia
$1.58M +$1.58M +26,877 New
CGH
309
Crossmark Global Holdings
Texas
$1.56M -$52.1K -883 -3%
Aviva
310
Aviva
United Kingdom
$1.54M -$129K -2,188 -8%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$1.53M +$130K +2,208 +9%
GIBU
312
Gulf International Bank (UK)
United Kingdom
$1.53M – – –
Neuberger Berman Group
313
Neuberger Berman Group
New York
$1.52M -$663K -11,247 -30%
DDC
314
DF Dent & Co
Maryland
$1.5M – – –
Bessemer Group
315
Bessemer Group
New Jersey
$1.5M +$1.31M +22,130 +686%
UFF
316
USA Financial Formulas
Michigan
$1.49M +$1.49M +25,289 New
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$1.48M -$80.5K -1,365 -5%
GWI
318
Grace & White Inc
New York
$1.47M – – –
PIM
319
Pullen Investment Management
Florida
$1.42M +$1.42M +24,017 New
IGAM
320
iA Global Asset Management
Quebec, Canada
$1.42M -$396K -6,710 -22%
ECM
321
Elgethun Capital Management
South Dakota
$1.41M +$176 +3 +0%
PCS
322
Personal CFO Solutions
New Jersey
$1.41M +$177 +3 +0%
AO
323
Advisor OS
Illinois
$1.4M +$125K +2,120 +10%
CAN
324
Cetera Advisor Networks
California
$1.4M -$202K -3,430 -13%
TCM
325
Twin Capital Management
Pennsylvania
$1.38M -$6.9K -117 -0.5%
11 12
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