WRB icon

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 %
HI
476
Harbour Investments
Wisconsin
$482K +$22.8K +386 +5%
Brown Advisory
477
Brown Advisory
Maryland
$477K +$28.5K +483 +6%
WIS
478
Wright Investors Service
Connecticut
$472K -$18.4K -312 -4%
AWA
479
Arkadios Wealth Advisors
Georgia
$458K +$43.3K +734 +10%
CIP
480
Cornerstone Investment Partners
Georgia
$457K +$6.43K +109 +1%
AC
481
Avestar Capital
New York
$451K +$7.9K +134 +2%
RWM
482
Ritholtz Wealth Management
New York
$451K +$7.61K +129 +2%
AA
483
Ancora Advisors
Ohio
$448K -$221K -3,750 -33%
BFS
484
Bard Financial Services
Connecticut
$448K – – –
DC
485
Dorval Corp
Minnesota
$444K – – –
SCA
486
Sage Capital Advisors
South Dakota
$442K – – –
KeyBank National Association
487
KeyBank National Association
Ohio
$439K +$40.2K +682 +10%
TA
488
Tectonic Advisors
Texas
$439K -$295 -5 -0.1%
TCM
489
Tufton Capital Management
Maryland
$438K – – –
MIH
490
Meitav Investment House
Israel
$438K – – –
BMSSC
491
B. Metzler seel. Sohn & Co
Germany
$437K – – –
PTC
492
Private Trust Company
Ohio
$436K -$8.55K -145 -2%
GT
493
Greenleaf Trust
Michigan
$435K -$16.7K -284 -4%
NGA
494
Naples Global Advisors
Florida
$433K – – –
FIM
495
Freedom Investment Management
Connecticut
$423K +$85.7K +1,454 +25%
BWM
496
Baron Wealth Management
Michigan
$419K -$2.3K -39 -0.5%
MA
497
MJP Associates
Connecticut
$418K +$84.4K +1,431 +25%
NIM
498
NEOS Investment Management
Connecticut
$417K +$162K +2,746 +63%
SIA
499
Schechter Investment Advisors
Michigan
$412K -$1.06K -18 -0.3%
WAOI
500
Wealth Advisors of Iowa
Iowa
$411K – – –
18 19
20
21 22