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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 %
CIC
301
Chase Investment Counsel
Virginia
$1.41M – – –
Millennium Management
302
Millennium Management
New York
$1.4M -$10.2M -193,959 -88%
AIM
303
Achmea Investment Management
Netherlands
$1.38M +$180K +3,442 +15%
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$1.36M – – –
Balyasny Asset Management
305
Balyasny Asset Management
Illinois
$1.36M +$162K +3,087 +14%
CGH
306
Crossmark Global Holdings
Texas
$1.36M -$31.5K -602 -2%
EMPI
307
Elo Mutual Pension Insurance
Finland
$1.36M -$125K -2,385 -8%
GIBU
308
Gulf International Bank (UK)
United Kingdom
$1.36M – – –
Bessemer Group
309
Bessemer Group
New Jersey
$1.35M +$24.8K +474 +2%
DDC
310
DF Dent & Co
Maryland
$1.34M – – –
IGAM
311
iA Global Asset Management
Quebec, Canada
$1.33M +$73.8K +1,409 +6%
GWI
312
Grace & White Inc
New York
$1.3M +$434K +12,435 +50%
FPAS
313
Focus Partners Advisor Solutions
Missouri
$1.3M +$1.03M +19,567 +374%
JSL
314
JT Stratford LLC
Georgia
$1.3M +$210K +4,001 +19%
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$1.28M – – –
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M -$36.4K -695 -3%
VPIM
317
Vanguard Personalized Indexing Management
California
$1.27M +$177K +3,370 +16%
PCM
318
Parsons Capital Management
Rhode Island
$1.27M +$252K +4,818 +25%
DADC
319
D.A. Davidson & Co
Montana
$1.26M +$106K +2,025 +9%
ECM
320
Elgethun Capital Management
South Dakota
$1.26M +$157 +3 +0%
PCS
321
Personal CFO Solutions
New Jersey
$1.25M -$6.13K -117 -0.5%
VI
322
Vestcor Inc
New Brunswick, Canada
$1.24M +$975K +18,618 +366%
PIM
323
Pullen Investment Management
Florida
$1.23M -$25.6K -488 -2%
AO
324
Advisor OS
Illinois
$1.23M -$17.7K -338 -1%
MSU
325
Mizuho Securities USA
New York
$1.22M +$1.22M +23,363 New
11 12
13
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