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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 %
NCM
426
NCM Capital Management
New Jersey
$664K – – –
VIM
427
Vinva Investment Management
Australia
$662K +$196K +3,330 +42%
Wealth Enhancement Advisory Services
428
Wealth Enhancement Advisory Services
Minnesota
$660K +$37.9K +643 +6%
MSCM
429
McElhenny Sheffield Capital Management
Texas
$659K +$659K +11,181 New
GC
430
Gratus Capital
Georgia
$656K – – –
ETC
431
Exchange Traded Concepts
Oklahoma
$653K -$203K -3,445 -24%
KCM
432
Kornitzer Capital Management
Kansas
$652K -$17.7K -300 -3%
CCA
433
Cobblestone Capital Advisors
New York
$646K – – –
Empower Advisory Group
434
Empower Advisory Group
Colorado
$637K – – –
LNC
435
Lincoln National Corp
Pennsylvania
$632K +$66.6K +1,129 +12%
EF
436
Empirical Finance
Pennsylvania
$623K +$21.7K +368 +4%
NB
437
Norinchukin Bank
Japan
$620K -$11K -186 -2%
MA
438
Mutual Advisors
Nebraska
$612K +$88.3K +1,498 +17%
AIM
439
Aspen Investment Management
Michigan
$607K +$173K +2,931 +40%
DC
440
Davenport & Co
Virginia
$599K +$23.7K +402 +4%
BBVA
441
Banco Bilbao Vizcaya Argentaria
Spain
$599K +$9.67K +164 +2%
GFA
442
Gifford Fong Associates
California
$597K – – –
QT
443
Quantbot Technologies
New York
$595K +$595K +10,086 New
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$591K -$50.4K -855 -8%
AWM
445
Avior Wealth Management
Nebraska
$587K +$168K +2,856 +40%
Luther King Capital Management (LKCM)
446
Luther King Capital Management (LKCM)
Texas
$580K +$580K +9,839 New
SP
447
Symmetry Partners
Connecticut
$580K – – –
BFS
448
Bradley Foster & Sargent
Connecticut
$570K +$24.3K +412 +4%
QC
449
Quadrature Capital
United Kingdom
$570K -$559K -9,489 -50%
TMAM
450
Tokio Marine Asset Management
Japan
$569K +$107K +1,815 +23%
16 17
18
19 20