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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 %
NMIMC
451
Northwestern Mutual Investment Management Company
Wisconsin
$569K -$1.47K -25 -0.3%
SCA
452
Snowden Capital Advisors
New York
$568K -$2.89K -49 -0.5%
HH
453
Hilltop Holdings
Texas
$568K -$884 -15 -0.2%
TW
454
TrinityPoint Wealth
Connecticut
$567K +$707 +12 +0.1%
PAS
455
Park Avenue Securities
New York
$561K -$76.1K -1,292 -12%
BCI
456
Brinker Capital Investments
Pennsylvania
$555K -$27.9K -474 -5%
OPS
457
Orion Portfolio Solutions
Nebraska
$555K -$27.9K -474 -5%
DFCM
458
Dark Forest Capital Management
Puerto Rico
$552K +$552K +9,369 New
HWAM
459
Hennion & Walsh Asset Management
New Jersey
$550K -$737K -12,504 -57%
FWIA
460
Fort Washington Investment Advisors
Ohio
$550K +$5.78K +98 +1%
HWMA
461
Heritage Wealth Management (Arizona)
Arizona
$543K -$16.1K -273 -3%
AAS
462
Avantax Advisory Services
Texas
$542K +$124K +2,098 +30%
DPAM
463
Degroof Petercam Asset Management
Belgium
$540K – – –
GT
464
Glenmede Trust
Pennsylvania
$540K -$30.8K -522 -5%
CIA
465
Citadel Investment Advisory
Ohio
$536K – – –
FFM
466
Forum Financial Management
Illinois
$531K -$5.6K -95 -1%
MOS
467
MGO One Seven
Ohio
$528K +$12.2K +207 +2%
MPCG
468
Matrix Private Capital Group
New York
$525K – – –
BC
469
Bridgefront Capital
Texas
$515K +$515K +8,742 New
GCA
470
Greenwood Capital Associates
South Carolina
$514K -$10.6K -180 -2%
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$510K +$71.3K +1,209 +16%
WA
472
Wealth Alliance
New York
$493K -$5.9K -100 -1%
NA
473
NewEdge Advisors
Louisiana
$488K +$261K +4,428 +115%
RIM
474
Rakuten Investment Management
Japan
$485K +$440K +7,463 +983%
SCM
475
SKBA Capital Management
California
$482K +$53.9K +915 +13%
17 18
19
20 21