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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 %
NCM
426
NCM Capital Management
New Jersey
$590K – – –
GC
427
Gratus Capital
Georgia
$583K – – –
DC
428
Davenport & Co
Virginia
$583K +$50.4K +962 +9%
FFM
429
Forum Financial Management
Illinois
$581K +$109K +2,084 +23%
KCM
430
Kornitzer Capital Management
Kansas
$580K +$786 +15 +0.1%
Empower Advisory Group
431
Empower Advisory Group
Colorado
$566K – – –
NB
432
Norinchukin Bank
Japan
$563K +$11.9K +227 +2%
OAC
433
OMERS Administration Corp
Ontario, Canada
$562K +$562K +10,724 New
WLG
434
Williamson Legacy Group
Indiana
$553K -$1.12M -21,299 -67%
MSCM
435
McElhenny Sheffield Capital Management
Texas
$551K -$34.3K -655 -6%
IG
436
ING Group
Netherlands
$549K -$45.1K -861 -8%
CCA
437
Cobblestone Capital Advisors
New York
$541K -$33.3K -635 -6%
GFA
438
Gifford Fong Associates
California
$530K – – –
NIM
439
NEOS Investment Management
Connecticut
$527K +$157K +2,988 +42%
Lido Advisors
440
Lido Advisors
California
$516K -$590K -11,266 -53%
Luther King Capital Management (LKCM)
441
Luther King Capital Management (LKCM)
Texas
$515K – – –
EF
442
Empirical Finance
Pennsylvania
$515K -$38.3K -732 -7%
SP
443
Symmetry Partners
Connecticut
$515K – – –
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$512K -$13.7K -261 -3%
BFS
445
Bradley Foster & Sargent
Connecticut
$511K +$3.93K +75 +0.8%
TW
446
TrinityPoint Wealth
Connecticut
$508K +$3.93K +75 +0.8%
TMAM
447
Tokio Marine Asset Management
Japan
$506K – – –
NMIMC
448
Northwestern Mutual Investment Management Company
Wisconsin
$505K -$262 -5 -0.1%
SCA
449
Snowden Capital Advisors
New York
$501K -$3.56K -68 -0.7%
CIP
450
Cornerstone Investment Partners
Georgia
$499K +$93.7K +1,788 +23%
16 17
18
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