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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 %
US Bancorp
376
US Bancorp
Minnesota
$842K -$9.91K -189 -1%
YIA
377
YHB Investment Advisors
Connecticut
$840K -$3.93K -75 -0.5%
M&T Bank
378
M&T Bank
New York
$830K +$106K +2,027 +15%
FDP
379
Financiere des Professionnels
Quebec, Canada
$820K -$149K -2,828 -15%
FRA
380
Frank Rimerman Advisors
California
$817K +$817K +15,591 New
BBVA
381
Banco Bilbao Vizcaya Argentaria
Spain
$812K +$280K +5,343 +53%
NMERB
382
New Mexico Educational Retirement Board
New Mexico
$805K – – –
DWM
383
Diversify Wealth Management
Utah
$802K +$802K +21,989 New
LA
384
LVW Advisors
New York
$791K +$72.3K +1,381 +10%
WS
385
Wedbush Securities
California
$784K +$32.1K +612 +4%
VEA
386
Virtus ETF Advisers
New York
$779K +$779K +14,876 New
Mirae Asset Global Investments
387
Mirae Asset Global Investments
South Korea
$775K -$2.16M -40,797 -74%
Swedbank
388
Swedbank
Sweden
$774K – – –
MGP
389
Metis Global Partners
California
$763K +$9.22K +176 +1%
BP
390
Ballentine Partners
Massachusetts
$743K -$1.41K -27 -0.2%
KAS
391
Kestra Advisory Services
Texas
$735K -$317K -6,048 -30%
EFMC
392
Empire Financial Management Company
New York
$723K +$85.7K +1,636 +13%
AA
393
Ancora Advisors
Ohio
$722K +$324K +6,188 +81%
BAM
394
Bellevue Asset Management
Washington
$707K – – –
CF
395
Cyr Financial
Illinois
$706K +$706K +13,485 New
CA
396
Claro Advisors
Massachusetts
$705K -$60.2K -1,150 -8%
CWM
397
Compass Wealth Management
Connecticut
$698K – – –
VF
398
Virtu Financial
New York
$690K -$78.3K -1,496 -10%
SFI
399
Siemens Fonds Invest
Germany
$690K – – –
RIM
400
Rakuten Investment Management
Japan
$686K +$251K +4,746 +58%
14 15
16
17 18