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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 %
CA
376
Cetera Advisors
Colorado
$968K +$968K +16,410 New
US Bancorp
377
US Bancorp
Minnesota
$959K +$60.3K +1,023 +7%
YIA
378
YHB Investment Advisors
Connecticut
$950K – – –
OIA
379
OneDigital Investment Advisors
Kansas
$949K -$321K -5,442 -25%
NFG
380
Nations Financial Group
Iowa
$947K +$44.5K +754 +5%
QCM
381
Quantinno Capital Management
New York
$942K +$240K +4,069 +34%
BBI
382
Baxter Bros Inc
Connecticut
$931K +$931K +15,798 New
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$907K -$17.7K -300 -2%
FTDI
384
First Trust Direct Indexing
Massachusetts
$904K +$67.6K +1,146 +8%
Connor, Clark & Lunn Investment Management (CC&L)
385
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$878K -$643K -10,904 -42%
Swedbank
386
Swedbank
Sweden
$871K – – –
VF
387
Virtu Financial
New York
$865K +$865K +14,678 New
CA
388
Claro Advisors
Massachusetts
$862K -$7.78K -132 -0.9%
MGP
389
Metis Global Partners
California
$848K +$2.12K +36 +0.3%
WS
390
Wedbush Securities
California
$846K -$16.3K -276 -2%
VI
391
Versor Investments
New York
$842K -$398K -6,750 -32%
SC
392
Scholtz & Company
Connecticut
$841K -$383K -6,503 -31%
DAS
393
Diversify Advisory Services
Utah
$839K +$839K +14,379 New
BP
394
Ballentine Partners
Massachusetts
$838K +$26.5K +449 +3%
D.E. Shaw & Co
395
D.E. Shaw & Co
New York
$822K -$3.71M -62,959 -82%
M&T Bank
396
M&T Bank
New York
$814K -$22.8K -386 -3%
LA
397
LVW Advisors
New York
$809K -$29K -492 -3%
BAM
398
Bellevue Asset Management
Washington
$796K – – –
EA
399
Everpar Advisors
Oklahoma
$788K -$632K -10,720 -44%
CAM
400
Cresset Asset Management
Illinois
$788K +$25.2K +428 +3%
14 15
16
17 18