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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
+$50.4M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$43M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$42.6M
5
JCM
Junto Capital Management
New York
+$41.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.11B
2
Victory Capital Management
Victory Capital Management
Texas
-$92.5M
3
BlackRock
BlackRock
New York
-$60.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$45.7M
5
State Street
State Street
Massachusetts
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
326
Hantz Financial Services
Michigan
$1.36M -$56.5K -958 -4%
KRS
327
Kentucky Retirement Systems
Kentucky
$1.36M -$80.4K -1,363 -6%
SEA
328
Stegent Equity Advisors
Texas
$1.35M +$229K +3,880 +20%
RPI
329
Railway Pension Investments
United Kingdom
$1.35M – – –
Balyasny Asset Management
330
Balyasny Asset Management
Illinois
$1.35M +$1.35M +22,844 New
AIM
331
Achmea Investment Management
Netherlands
$1.35M – – –
Franklin Resources
332
Franklin Resources
California
$1.34M +$93.1K +1,579 +7%
MSRPS
333
Maryland State Retirement & Pension System
Maryland
$1.31M – – –
DADC
334
D.A. Davidson & Co
Montana
$1.3M -$19.8K -336 -1%
PAG
335
Private Advisor Group
New Jersey
$1.3M +$66.2K +1,122 +5%
RMC
336
Resources Management Corp
Connecticut
$1.29M +$14.4K +244 +1%
PS
337
Pensionfund Sabic
Netherlands
$1.28M -$486K -8,250 -28%
SC
338
Scotia Capital
Ontario, Canada
$1.27M +$109K +1,841 +9%
WIM
339
Waverton Investment Management
United Kingdom
$1.27M – – –
MPPW
340
Mitchell & Pahl Private Wealth
Oklahoma
$1.26M +$12.9K +218 +1%
Lido Advisors
341
Lido Advisors
California
$1.24M -$491K -8,330 -28%
Nordea Investment Management
342
Nordea Investment Management
Sweden
$1.24M +$65K +1,101 +6%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$1.23M +$29.5K +500 +2%
VPIM
344
Vanguard Personalized Indexing Management
California
$1.23M +$38.3K +650 +3%
EF
345
Empowered Funds
Pennsylvania
$1.23M -$1.16M -19,620 -48%
JSL
346
JT Stratford LLC
Georgia
$1.23M +$307K +5,211 +33%
GC
347
Guggenheim Capital
Illinois
$1.19M +$521K +8,833 +78%
Squarepoint
348
Squarepoint
New York
$1.18M -$1.18M -20,078 -50%
KAS
349
Kestra Advisory Services
Texas
$1.18M +$226K +3,826 +24%
UM
350
UniSuper Management
Australia
$1.18M +$965K +16,374 +449%
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