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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
10.86%
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
+$55.5M
2
Morgan Stanley
Morgan Stanley
New York
+$54.4M
3
Principal Financial Group
Principal Financial Group
Iowa
+$42.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$36.3M
5
UBS AM
UBS AM
Illinois
+$27.9M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$62.7M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$60.5M
3
Victory Capital Management
Victory Capital Management
Texas
-$41.8M
4
JCM
Junto Capital Management
New York
-$41.5M
5
Barclays
Barclays
United Kingdom
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
351
Brighton Jones LLC
Washington
$1.01M +$16.7K +318 +2%
KAM
352
KEB Asset Management
Illinois
$1.01M +$1.01M +19,286 New
FTDI
353
First Trust Direct Indexing
Massachusetts
$999K +$196K +3,740 +24%
GLA
354
Great Lakes Advisors
Illinois
$997K +$997K +19,031 New
RIL
355
Rothschild Investment LLC
Illinois
$984K +$27K +515 +3%
CF
356
Centaurus Financial
California
$981K +$21.1K +403 +2%
RCA
357
Resonant Capital Advisors
Wisconsin
$971K +$17K +324 +2%
AAS
358
Avantax Advisory Services
Texas
$970K +$488K +9,311 +101%
FBC
359
Fairfield, Bush & Co
Connecticut
$961K +$47.1K +900 +5%
EAM
360
Eagle Asset Management
Florida
$959K -$29.3K -557 -3%
AIP
361
Almanack Investment Partners
Pennsylvania
$959K – – –
TCOV
362
Trust Company of Vermont
Vermont
$957K -$53.1K -1,013 -5%
OIA
363
OneDigital Investment Advisors
Kansas
$956K +$113K +2,148 +13%
PA
364
Procyon Advisors
Connecticut
$937K +$786 +15 +0.1%
TRCT
365
Tower Research Capital (TRC)
New York
$927K -$5.97K -114 -0.6%
IWC
366
Integrated Wealth Concepts
Massachusetts
$907K -$48.4K -924 -5%
SAM
367
Securian Asset Management
Minnesota
$906K -$27.1K -517 -3%
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$896K -$31.4K -600 -3%
LOAMS
369
Lombard Odier Asset Management (Switzerland)
Switzerland
$887K +$205K +3,914 +30%
Kovitz Investment Group Partners
370
Kovitz Investment Group Partners
Illinois
$880K +$880K +16,802 New
HPC
371
HM Payson & Co
Maine
$867K -$36.5K -697 -4%
GAM
372
Gotham Asset Management
New York
$862K +$191K +3,651 +29%
N
373
Natixis
France
$857K -$12.5M -239,442 -94%
NFG
374
Nations Financial Group
Iowa
$851K +$10.2K +195 +1%
CAM
375
Cresset Asset Management
Illinois
$850K +$150K +2,859 +21%
13 14
15
16 17