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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
+$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 %
BAMF
401
BI Asset Management Fondsmaeglerselskab
Denmark
$682K -$5.02M -95,835 -88%
MPAM
402
Murphy Pohlad Asset Management
Minnesota
$681K – – –
CCA
403
Cadent Capital Advisors
Oklahoma
$676K -$629 -12 -0.1%
WJWM
404
Williams Jones Wealth Management
New York
$672K -$10.8K -206 -2%
EA
405
Everpar Advisors
Oklahoma
$664K -$36.4K -695 -5%
CB
406
Commerce Bank
Missouri
$664K -$1.99K -38 -0.3%
UH
407
Unigestion Holding
Switzerland
$659K -$170K -3,612 -21%
FA
408
Faithward Advisors
Pennsylvania
$658K +$27.8K +531 +4%
OPTFSNA
409
Old Point Trust & Financial Services N A
Virginia
$658K +$300K +5,718 +84%
Wealthfront Advisers
410
Wealthfront Advisers
California
$656K +$13.1K +251 +2%
PAS
411
Park Avenue Securities
New York
$646K +$147K +2,811 +30%
TSW
412
Thompson Siegel & Walmsley
Virginia
$644K – – –
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
$640K -$9.01K -172 -1%
UB
414
UMB Bank
Missouri
$633K +$14.2K +271 +2%
AIM
415
Aigen Investment Management
New York
$632K +$632K +12,057 New
BBA
416
Baader Bank Aktiengesellschaft
Germany
$626K +$2.04K +39 +0.3%
WQ
417
Wealth Quarterback
New Jersey
$617K -$61.6K -1,176 -9%
VIM
418
Vinva Investment Management
Australia
$615K +$20.1K +379 +3%
ETC
419
Exchange Traded Concepts
Oklahoma
$609K +$29K +553 +5%
Aviva
420
Aviva
United Kingdom
$602K -$764K -14,585 -56%
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$599K -$7.07K -135 -1%
WCM
422
Washington Capital Management
Washington
$597K – – –
MOS
423
MGO One Seven
Ohio
$596K +$127K +2,420 +27%
Wealth Enhancement Advisory Services
424
Wealth Enhancement Advisory Services
Minnesota
$593K +$6.6K +126 +1%
NA
425
NewEdge Advisors
Louisiana
$593K +$159K +3,031 +37%
15 16
17
18 19