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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 %
William Blair & Company
451
William Blair & Company
Illinois
$497K +$140K +2,667 +39%
BCI
452
Brinker Capital Investments
Pennsylvania
$492K -$1.1K -21 -0.2%
OPS
453
Orion Portfolio Solutions
Nebraska
$492K -$1.1K -21 -0.2%
FWIA
454
Fort Washington Investment Advisors
Ohio
$488K – – –
GT
455
Glenmede Trust
Pennsylvania
$485K +$5.45K +104 +1%
TPW
456
Transatlantique Private Wealth
New York
$479K +$479K +9,140 New
EAM
457
Empirical Asset Management
Massachusetts
$478K +$478K +9,131 New
CIA
458
Citadel Investment Advisory
Ohio
$477K – – –
MPCG
459
Matrix Private Capital Group
New York
$476K +$10.2K +195 +2%
Fifth Third Bancorp
460
Fifth Third Bancorp
Ohio
$476K +$23.5K +448 +5%
MLL
461
Moody Lynn & Lieberson
Massachusetts
$475K +$150K +2,870 +46%
Acadian Asset Management
462
Acadian Asset Management
Massachusetts
$471K +$372K +7,116 +374%
GS
463
GTS Securities
New York
$468K +$266K +5,070 +131%
CCIA
464
Campbell & Co Investment Adviser
Maryland
$466K +$466K +8,895 New
AAM
465
Advisors Asset Management
Colorado
$463K +$114K +2,184 +33%
GC
466
Guggenheim Capital
Illinois
$446K -$612K -11,691 -58%
EWA
467
EverSource Wealth Advisors
Alabama
$445K +$170K +4,625 +62%
SCM
468
SKBA Capital Management
California
$445K +$16.5K +315 +4%
DFCM
469
Dark Forest Capital Management
Puerto Rico
$442K -$48.7K -930 -10%
GCA
470
Greenwood Capital Associates
South Carolina
$438K -$19.1K -364 -4%
CIS
471
Custom Index Systems
New York
$436K +$436K +8,319 New
Brown Advisory
472
Brown Advisory
Maryland
$436K +$11.9K +228 +3%
SAM
473
Strategy Asset Managers
California
$433K +$433K +10,907 New
SGI
474
Summit Global Investments
Utah
$433K -$532K -10,155 -55%
TA
475
Tectonic Advisors
Texas
$432K +$42.3K +807 +11%
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