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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 %
Northwestern Mutual Wealth Management
551
Northwestern Mutual Wealth Management
Wisconsin
$280K +$16.6K +282 +6%
HKIMG
552
Hutchens & Kramer Investment Management Group
Indiana
$277K +$15.2K +261 +6%
WDC
553
Woodward Diversified Capital
California
$276K +$276K +4,673 New
JFL
554
Jarislowsky, Fraser Ltd
Quebec, Canada
$275K – – –
IC
555
IEQ Capital
California
$274K -$12.1K -206 -4%
AAM
556
Aureus Asset Management
Massachusetts
$274K – – –
TNBTD
557
Trustmark National Bank Trust Department
Mississippi
$272K – – –
AWM
558
AE Wealth Management
Kansas
$270K -$668K -11,328 -71%
S
559
SignatureFD
Georgia
$270K -$41K -695 -13%
DM
560
Deerfield Management
New York
$269K +$269K +4,568 New
PA
561
Profund Advisors
Maryland
$267K +$6.66K +113 +3%
AIMCA
562
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$265K – – –
CWM
563
Cornerstone Wealth Management
Missouri
$265K +$5.84K +99 +2%
TB
564
Treynor Bancshares
Iowa
$265K – – –
AIM
565
AMI Investment Management
Indiana
$261K -$2K -34 -0.8%
NP
566
NorthRock Partners
Minnesota
$261K +$5.21K +90 +2%
AC
567
AXQ Capital
New Jersey
$256K +$256K +4,350 New
GWMIA
568
Global Wealth Management Investment Advisory
Florida
$256K +$531 +9 +0.2%
BPC
569
Banque Pictet & Cie
Switzerland
$255K -$87.1K -1,478 -25%
LFA
570
LGT Financial Advisors
Texas
$254K -$11.9K -201 -4%
ATC
571
Argent Trust Co
Tennessee
$254K -$257K -4,356 -50%
GFS
572
GYL Financial Synergies
Connecticut
$252K +$1.06K +18 +0.4%
BW
573
BIP Wealth
Georgia
$252K – – –
MPIA
574
Mountain Pacific Investment Advisers
Idaho
$251K – – –
TSS
575
Two Sigma Securities
New York
$249K +$249K +4,232 New
21 22
23
24 25