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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 %
MFG
501
Menard Financial Group
Texas
$411K +$411K +6,965 New
ACA
502
Aptus Capital Advisors
Alabama
$408K +$9.14K +155 +2%
OPTFSNA
503
Old Point Trust & Financial Services N A
Virginia
$403K +$109K +1,845 +37%
William Blair & Company
504
William Blair & Company
Illinois
$402K -$3.54K -60 -0.9%
WPC
505
Wedmont Private Capital
Pennsylvania
$399K +$11.4K +205 +3%
IPAM
506
Investment Partners Asset Management
New Jersey
$398K – – –
DI
507
Diligent Investors
California
$398K – – –
RBC
508
Romano Brothers & Co
Illinois
$396K -$13.3K -225 -3%
FA
509
Fiduciary Alliance
South Carolina
$395K -$9.27K -159 -2%
ERIM
510
Eagle Ridge Investment Management
Connecticut
$393K -$3.18K -54 -0.8%
AAM
511
Advisors Asset Management
Colorado
$392K +$191K +3,244 +95%
HFM
512
Harvest Fund Management
China
$388K +$388K +6,591 New
UCFA
513
United Capital Financial Advisors
Texas
$385K -$20.6K -349 -5%
BRWA
514
B. Riley Wealth Advisors
Florida
$385K +$189K +4,431 +97%
EWA
515
EverSource Wealth Advisors
Alabama
$385K -$14.2K -276 -4%
CCM
516
Coldstream Capital Management
Washington
$369K -$2.24K -38 -0.6%
AFG
517
Atomi Financial Group
New York
$367K +$24.1K +409 +7%
MLL
518
Moody Lynn & Lieberson
Massachusetts
$365K +$59 +1 +0%
CCP
519
Carmel Capital Partners
California
$365K – – –
AA
520
ALPS Advisors
Colorado
$362K -$92.3K -1,566 -20%
MRCM
521
M&R Capital Management
New Jersey
$354K – – –
CHAM
522
Clear Harbor Asset Management
Connecticut
$352K – – –
IWM
523
IHT Wealth Management
Illinois
$345K -$43.6K -739 -11%
EIP
524
Epoch Investment Partners
New York
$338K – – –
DEA
525
DoubleLine ETF Adviser
Florida
$336K +$31.9K +541 +10%
19 20
21
22 23