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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.

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
1
Parnassus Investments
California
$77.4M
2
Invesco
2
Invesco
Georgia
$288M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$663M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M
5
JCM
5
Junto Capital Management
New York
$41.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12B
2
Victory Capital Management
2
Victory Capital Management
Texas
$420M
3
BlackRock
3
BlackRock
New York
$1.39B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$659M
5
State Street
5
State Street
Massachusetts
$924M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$114M 1,926,897 +16,818 +0.9%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$105M 1,776,942 +331 +0%
Los Angeles Capital Management
28
Los Angeles Capital Management
California
$102M 1,735,935 +8,110 +0.5%
UBS AM
29
UBS AM
Illinois
$98.8M 1,675,641 -16,488 -1%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$94.7M 1,607,297 +160,830 +11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$94.2M 1,598,417 +18,740 +1%
Goldman Sachs
32
Goldman Sachs
New York
$88.2M 1,496,586 -598,262 -29%
EAM
33
EULAV Asset Management
Florida
$88.1M 1,494,390 +40,500 +3%
ACA
34
Anchor Capital Advisors
Massachusetts
$85.6M 1,452,350 +5,063 +0.3%
CIM
35
Confluence Investment Management
Missouri
$82.7M 1,402,748 -27,583 -2%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$80.4M 1,364,157 +98,944 +8%
Parnassus Investments
37
Parnassus Investments
California
$77.4M 1,312,055 +1,312,055 New
MAM
38
Madison Asset Management
Wisconsin
$76.8M 1,301,957 +148,682 +13%
RJA
39
Raymond James & Associates
Florida
$71.6M 1,214,289 +90,778 +8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$70.9M 1,202,085 +74,064 +7%
Truist Financial
41
Truist Financial
North Carolina
$69.4M 1,177,659 +82,501 +8%
CIC
42
Chilton Investment Company
Connecticut
$69.3M 1,175,843 -10,204 -0.9%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$65.2M 1,106,252 +7,263 +0.7%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$60.6M 1,028,151 -223,739 -18%
Deutsche Bank
45
Deutsche Bank
Germany
$60.6M 1,027,394 +219,350 +27%
BFM
46
Boston Financial Management
Massachusetts
$59.7M 1,013,354 -805 -0.1%
Principal Financial Group
47
Principal Financial Group
Iowa
$57M 967,413 +33,091 +4%
Amundi
48
Amundi
France
$56.6M 1,048,299 +142,837 +16%
Swiss National Bank
49
Swiss National Bank
Switzerland
$54.6M 926,663 -39,600 -4%
DP
50
Dundas Partners
United Kingdom
$54.1M 917,313 +60,703 +7%
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