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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 %
CRC
601
Curi RMB Capital
Illinois
$214K +$214K +3,627 New
FCP
602
Fidelis Capital Partners
Florida
$212K +$212K +3,603 New
WC
603
Wexford Capital
Florida
$212K +$212K +3,600 New
ATPW
604
Ashton Thomas Private Wealth
Arizona
$210K +$210K +3,560 New
OWA
605
One Wealth Advisors
California
$210K +$210K +3,555 New
PTC
606
Petrus Trust Company
Texas
$209K -$374K -6,352 -64%
TAM
607
Trust Asset Management
Texas
$208K +$208K +3,531 New
SAM
608
Silvercrest Asset Management
New York
$207K +$207K +3,518 New
NP
609
Nilsine Partners
Colorado
$207K -$355K -6,026 -63%
SCM
610
Shelton Capital Management
Colorado
$206K +$206K +3,501 New
Qube Research & Technologies (QRT)
611
Qube Research & Technologies (QRT)
United Kingdom
$206K +$120K +2,043 +141%
CBNLCF
612
Cognios Beta Neutral Large Cap Fund
Kansas
$206K -$449K -7,608 -69%
MCCA
613
Mill Creek Capital Advisors
Pennsylvania
$204K +$204K +3,464 New
AT
614
American Trust
Kentucky
$203K +$203K +3,435 New
OC
615
Oppenheimer & Co
New York
$201K +$201K +3,413 New
MAS
616
Meeder Advisory Services
Ohio
$201K +$201K +3,402 New
IHWM
617
Iron Horse Wealth Management
Iowa
$196K -$31.5K -534 -14%
QCG
618
Quadrant Capital Group
Ohio
$195K -$4.3K -73 -2%
WT
619
Whittier Trust
California
$187K +$10.4K +177 +6%
CMBA
620
C.M. Bidwell & Associates
Hawaii
$181K +$71.3K +1,209 +65%
IA
621
IFP Advisors
Florida
$181K +$1.47K +25 +0.8%
CFM
622
Catalyst Funds Management
Australia
$177K +$177K +3,000 New
OIA
623
Optimum Investment Advisors
Illinois
$175K +$22.1K +375 +14%
BEI
624
Benjamin Edwards Inc
Missouri
$171K +$66.6K +1,131 +64%
HWA
625
Heritage Wealth Advisors
Virginia
$169K – – –
23 24
25
26 27