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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 %
HIMCH
351
Hartford Investment Management Co (HIMCO)
Connecticut
$1.17M -$60.3K -1,022 -5%
CP
352
Cumberland Partners
Ontario, Canada
$1.15M -$619K -10,500 -35%
PCM
353
Parsons Capital Management
Rhode Island
$1.14M -$20.9K -355 -2%
TCOV
354
Trust Company of Vermont
Vermont
$1.14M -$79.8K -1,353 -7%
BJL
355
Brighton Jones LLC
Washington
$1.12M -$56.1K -951 -5%
EAM
356
Eagle Asset Management
Florida
$1.09M -$482K -8,263 -31%
SGI
357
Summit Global Investments
Utah
$1.09M -$8.66M -146,958 -89%
FDP
358
Financiere des Professionnels
Quebec, Canada
$1.08M +$196K +3,321 +22%
CF
359
Centaurus Financial
California
$1.08M +$1.08M +18,320 New
AIP
360
Almanack Investment Partners
Pennsylvania
$1.08M -$93.2K -1,580 -8%
RIL
361
Rothschild Investment LLC
Illinois
$1.08M +$1.05M +17,826 +4,015%
IWC
362
Integrated Wealth Concepts
Massachusetts
$1.08M +$8.55K +145 +0.8%
RCA
363
Resonant Capital Advisors
Wisconsin
$1.07M +$8.08K +137 +0.8%
PA
364
Procyon Advisors
Connecticut
$1.05M -$2.01K -34 -0.2%
SAM
365
Securian Asset Management
Minnesota
$1.05M -$83.7K -1,419 -7%
TRCT
366
Tower Research Capital (TRC)
New York
$1.05M -$1.61M -27,385 -61%
GAA
367
Global Assets Advisory
Florida
$1.05M +$1.05M +137,340 New
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$1.04M -$44.2K -750 -4%
UH
369
Unigestion Holding
Switzerland
$1.04M +$213K +3,612 +26%
FBC
370
Fairfield, Bush & Co
Connecticut
$1.03M -$199K -3,375 -16%
JF
371
Jump Financial
Illinois
$1.02M +$1.02M +17,309 New
HPC
372
HM Payson & Co
Maine
$1.02M – – –
Credit Agricole
373
Credit Agricole
France
$997K +$530K +9,824 +114%
CW
374
Connectus Wealth
Ohio
$987K -$69.3K -1,175 -7%
AWM
375
Axxcess Wealth Management
California
$971K +$79.1K +1,341 +9%
13 14
15
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