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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
10.86%
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 %
HI
501
Harbour Investments
Wisconsin
$381K -$46.9K -896 -11%
CG
502
Cynosure Group
Utah
$370K +$81.8K +1,562 +28%
WAOI
503
Wealth Advisors of Iowa
Iowa
$365K – – –
IMCOOI
504
Investment Management Corp of Ontario (IMCO)
Canada
$362K +$102K +1,950 +39%
BS
505
Banco Santander
Spain
$358K +$358K +10,251 New
FA
506
Fiduciary Alliance
South Carolina
$357K – – –
IPAM
507
Investment Partners Asset Management
New Jersey
$354K – – –
DI
508
Diligent Investors
California
$354K – – –
SIA
509
Schechter Investment Advisors
Michigan
$353K -$12.6K -241 -3%
RBC
510
Romano Brothers & Co
Illinois
$352K – – –
ERIM
511
Eagle Ridge Investment Management
Connecticut
$349K – – –
DAS
512
Diversify Advisory Services
Utah
$349K -$409K -7,761 -54%
MG
513
Mather Group
Illinois
$348K +$73.7K +1,250 +27%
PL
514
Perpetual Ltd
Australia
$347K +$347K +6,627 New
CCM
515
Coldstream Capital Management
Washington
$346K +$18.5K +354 +6%
AWM
516
Axxcess Wealth Management
California
$333K -$530K -10,113 -61%
Bank Julius Baer & Co
517
Bank Julius Baer & Co
Switzerland
$326K +$36K +617 +12%
UCFA
518
United Capital Financial Advisors
Texas
$325K -$16.8K -320 -5%
QCM
519
Qsemble Capital Management
New York
$324K +$324K +6,192 New
CCP
520
Carmel Capital Partners
California
$324K – – –
PTP
521
Platform Technology Partners
New York
$321K +$321K +6,123 New
AA
522
ALPS Advisors
Colorado
$320K -$1.41K -27 -0.4%
MRCM
523
M&R Capital Management
New Jersey
$314K – – –
CHAM
524
Clear Harbor Asset Management
Connecticut
$313K – – –
GCWM
525
Graham Capital Wealth Management
District of Columbia
$297K – – –
19 20
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