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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 %
JWCA
576
J.W. Cole Advisors
Florida
$249K +$249K +4,215 New
SSW
577
Smith Shellnut Wilson
Mississippi
$248K +$248K +4,208 New
FNBT
578
FineMark National Bank & Trust
Florida
$248K +$248K +4,202 New
SC
579
Savant Capital
Illinois
$247K +$247K +4,182 New
VC
580
Vicus Capital
Pennsylvania
$246K +$246K +4,176 New
CCA
581
Checchi Capital Advisers
California
$245K -$52.4K -889 -18%
EBA
582
Eagle Bay Advisors
New York
$243K -$66.9K -1,134 -22%
FWP
583
Firethorn Wealth Partners
Georgia
$242K +$242K +4,106 New
JCIA
584
Jackson Creek Investment Advisors
Colorado
$242K +$242K +4,101 New
Vontobel Holding
585
Vontobel Holding
Switzerland
$241K +$241K +4,095 New
CCA
586
Cottonwood Capital Advisors
Utah
$241K +$241K +4,401 New
ODG
587
O'Dell Group
Ohio
$239K – – –
MFS
588
Mirabella Financial Services
United Kingdom
$236K -$785K -13,290 -77%
NI
589
NDVR Inc
Massachusetts
$233K +$233K +3,944 New
HAG
590
HighPoint Advisor Group
Illinois
$229K +$4.72K +90 +2%
GS
591
GTS Securities
New York
$228K -$115K -1,956 -34%
AFG
592
ABLE Financial Group
Arizona
$224K +$224K +3,800 New
TPI
593
Trust Point Inc
Wisconsin
$222K +$222K +3,765 New
IPW
594
Impact Partnership Wealth
Georgia
$222K +$6.13K +104 +3%
CGL
595
Clarius Group LLC
Washington
$220K +$220K +3,735 New
GWANC
596
Guardian Wealth Advisors (North Carolina)
North Carolina
$220K +$220K +3,729 New
MG
597
Mather Group
Illinois
$219K – – –
SOW
598
State of Wyoming
Wyoming
$218K -$81.6K -1,384 -27%
CCM
599
Chilton Capital Management
Texas
$216K – – –
CFB
600
Cullen/Frost Bankers
Texas
$214K +$236 +4 +0.1%
22 23
24
25 26