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 %
GCWM
526
Graham Capital Wealth Management
District of Columbia
$335K -$79.6K -1,350 -19%
PCIA
527
Prime Capital Investment Advisors
Kansas
$333K +$825 +14 +0.2%
Capstone Investment Advisors
528
Capstone Investment Advisors
New York
$327K +$52.9K +898 +19%
CG
529
Cynosure Group
Utah
$325K +$325K +5,505 New
FSA
530
Financial Security Advisor
Virginia
$324K +$354 +6 +0.1%
BFG
531
Beacon Financial Group
Texas
$322K -$5.72K -97 -2%
AC
532
ASB Consultores
Florida
$322K +$322K +5,462 New
SAM
533
Shell Asset Management
Netherlands
$322K +$322K +6,141 New
CG
534
Caprock Group
Idaho
$320K +$17.9K +303 +6%
HWM
535
HB Wealth Management
Georgia
$316K -$45.6K -773 -13%
OCM
536
Osterweis Capital Management
California
$312K – – –
FPAS
537
Focus Partners Advisor Solutions
Missouri
$308K +$308K +5,228 New
ST
538
Somerset Trust
Pennsylvania
$307K -$531 -9 -0.2%
CCWM
539
Cassaday & Co Wealth Management
Virginia
$303K +$884 +15 +0.3%
HI
540
Horizon Investments
North Carolina
$303K +$43.8K +743 +17%
MGIA
541
Moneta Group Investment Advisors
Missouri
$303K +$116K +2,945 +62%
Koshinski Asset Management
542
Koshinski Asset Management
Illinois
$301K +$301K +5,106 New
VI
543
Vestcor Inc
New Brunswick, Canada
$300K -$137K -2,328 -31%
PWAC
544
Private Wealth Advisors (California)
California
$299K +$413 +7 +0.1%
TWM
545
Thrive Wealth Management
Pennsylvania
$299K +$18K +306 +6%
AMCA
546
Arthur M. Cohen & Associates
Illinois
$296K +$31K +525 +12%
Bank Julius Baer & Co
547
Bank Julius Baer & Co
Switzerland
$294K +$294K +4,980 New
IMCOOI
548
Investment Management Corp of Ontario (IMCO)
Canada
$292K -$133K -2,250 -31%
MC
549
Maverick Capital
Texas
$289K +$289K +4,901 New
ISL
550
Ingalls & Snyder LLC
New York
$284K – – –
20 21
22
23 24