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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 %
CWM
401
Compass Wealth Management
Connecticut
$786K – – –
SFI
402
Siemens Fonds Invest
Germany
$776K +$364K +6,171 +88%
WJWM
403
Williams Jones Wealth Management
New York
$768K – – –
LOAMS
404
Lombard Odier Asset Management (Switzerland)
Switzerland
$767K +$767K +13,014 New
MPAM
405
Murphy Pohlad Asset Management
Minnesota
$766K – – –
WQ
406
Wealth Quarterback
New Jersey
$763K -$106K -1,794 -12%
CCA
407
Cadent Capital Advisors
Oklahoma
$762K +$708 +12 +0.1%
MF
408
Magnetar Financial
Illinois
$756K +$756K +12,825 New
GAM
409
Gotham Asset Management
New York
$755K -$223K -3,779 -23%
CB
410
Commerce Bank
Missouri
$749K +$12.3K +209 +2%
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$738K +$75.6K +1,560 +11%
SC
412
SRB Corp
Massachusetts
$735K +$107K +1,814 +17%
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
$731K -$2.01M -34,055 -73%
TSW
414
Thompson Siegel & Walmsley
Virginia
$725K – – –
Wealthfront Advisers
415
Wealthfront Advisers
California
$723K +$65.9K +1,117 +10%
MLICM
416
Metropolitan Life Insurance Company (MetLife)
New York
$723K -$10.4K -177 -1%
EFMC
417
Empire Financial Management Company
New York
$717K +$97.8K +1,658 +16%
VA
418
Vident Advisory
Georgia
$711K -$3.57M -60,482 -83%
FA
419
Faithward Advisors
Pennsylvania
$709K +$278K +4,712 +64%
BBA
420
Baader Bank Aktiengesellschaft
Germany
$703K +$703K +11,925 New
UB
421
UMB Bank
Missouri
$696K – – –
CI Investments Inc
422
CI Investments Inc
Ontario, Canada
$682K +$114K +1,933 +20%
TI
423
Tidal Investments
Wisconsin
$672K -$251K -4,257 -27%
WCM
424
Washington Capital Management
Washington
$672K -$124K -2,100 -16%
IG
425
ING Group
Netherlands
$668K -$10.1K -171 -1%
15 16
17
18 19