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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.

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
1
Norges Bank
Norway
$300M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.05B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$92.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$36.3M
5
UBS AM
5
UBS AM
Illinois
$116M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$30.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$331M
4
JCM
4
Junto Capital Management
New York
$0
5
Barclays
5
Barclays
United Kingdom
$64.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$98.9M 1,259,042 +261,318 +26%
Principal Financial Group
27
Principal Financial Group
Iowa
$92.8M 1,180,413 +535,471 +83%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$84.2M 1,071,785 +6,174 +0.6%
EAM
29
EULAV Asset Management
Florida
$82M 1,043,260 +47,000 +5%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$80.3M 1,021,468 -163,160 -14%
MAM
31
Madison Asset Management
Wisconsin
$74.9M 952,560 +84,589 +10%
ACA
32
Anchor Capital Advisors
Massachusetts
$73.2M 931,636 -36,597 -4%
CIM
33
Confluence Investment Management
Missouri
$72.6M 923,442 -11,723 -1%
RJA
34
Raymond James & Associates
Florida
$66.2M 842,749 +33,223 +4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$65.7M 835,528 +34,138 +4%
Barclays
36
Barclays
United Kingdom
$64.6M 822,635 -461,963 -36%
Truist Financial
37
Truist Financial
North Carolina
$63.8M 811,844 +26,738 +3%
CIC
38
Chilton Investment Company
Connecticut
$63.7M 810,887 +26,992 +3%
Parnassus Investments
39
Parnassus Investments
California
$61.6M 784,069 -90,634 -10%
BIP
40
Brandes Investment Partners
California
$55M 699,387 +109,864 +19%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$54.6M 694,405 -43,096 -6%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$54.5M 693,019 -216,419 -24%
DP
43
Dundas Partners
United Kingdom
$53.6M 682,544 +71,002 +12%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$53.1M 922,779 -148,752 -14%
BFM
45
Boston Financial Management
Massachusetts
$52.8M 671,554 -4,015 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
46
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52M 661,426 -797,532 -55%
MC
47
Maren Capital
Illinois
$50.3M 640,055 +34,277 +6%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$50.3M 639,642 +161,868 +34%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$48.2M 612,795 -72,639 -11%
Swiss National Bank
50
Swiss National Bank
Switzerland
$47.8M 607,775 -10,000 -2%
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