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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 %
II
326
Inspire Investing
Idaho
$1.21M -$204K -3,894 -14%
RMC
327
Resources Management Corp
Connecticut
$1.21M +$57.9K +1,104 +5%
QCM
328
Quantinno Capital Management
New York
$1.21M +$369K +7,040 +44%
TCM
329
Twin Capital Management
Pennsylvania
$1.2M -$22.6K -432 -2%
RPI
330
Railway Pension Investments
United Kingdom
$1.2M – – –
SC
331
Scotia Capital
Ontario, Canada
$1.2M +$448K +12,826 +60%
KRS
332
Kentucky Retirement Systems
Kentucky
$1.2M -$13.5K -257 -1%
HFS
333
Hantz Financial Services
Michigan
$1.19M -$20.8K -398 -2%
SEA
334
Stegent Equity Advisors
Texas
$1.18M -$25.5K -486 -2%
Nordea Investment Management
335
Nordea Investment Management
Sweden
$1.17M +$72K +1,369 +7%
Franklin Resources
336
Franklin Resources
California
$1.16M -$32.4K -619 -3%
MPM
337
MBB Public Markets
Illinois
$1.16M +$1.16M +22,086 New
LCM
338
LRT Capital Management
Texas
$1.15M +$99.2K +2,841 +9%
BFG
339
Bleakley Financial Group
New Jersey
$1.15M -$328K -6,270 -22%
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$1.15M +$49.2K +940 +4%
SW
341
Simplicity Wealth
New Jersey
$1.14M -$314K -5,996 -22%
PS
342
Pensionfund Sabic
Netherlands
$1.14M – – –
PAG
343
Private Advisor Group
New Jersey
$1.13M -$25.8K -493 -2%
WIM
344
Waverton Investment Management
United Kingdom
$1.13M – – –
EF
345
Empowered Funds
Pennsylvania
$1.11M +$18.8K +359 +2%
MPPW
346
Mitchell & Pahl Private Wealth
Oklahoma
$1.11M -$4.4K -84 -0.4%
DM
347
Delphi Management
Massachusetts
$1.11M +$17.8K +510 +2%
IPA
348
Investment Planning Advisors
Georgia
$1.08M +$1.08M +20,597 New
TC
349
Taika Capital
Florida
$1.07M +$1.07M +20,415 New
HIMCH
350
Hartford Investment Management Co (HIMCO)
Connecticut
$1.03M -$16.4K -313 -2%
12 13
14
15 16