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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
$288M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$663M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M
5
JCM
Junto Capital Management
New York
$41.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.12B
2
Victory Capital Management
Victory Capital Management
Texas
$420M
3
BlackRock
BlackRock
New York
$1.39B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$659M
5
State Street
State Street
Massachusetts
$924M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
626
GAMMA Investing
California
$168K +$31.7K +537 +23%
SAM
627
Smartleaf Asset Management
Massachusetts
$162K +$42.5K +723 +36%
PA
628
Parallel Advisors
California
$137K +$1.65K +28 +1%
AF
629
Advisornet Financial
Minnesota
$127K +$17.4K +295 +16%
CFGS
630
Concourse Financial Group Securities
Alabama
$117K +$10.7K +182 +10%
Acadian Asset Management
631
Acadian Asset Management
Massachusetts
$112K – – –
CA
632
CoreCap Advisors
Michigan
$111K +$111K +1,890 New
HIIFS
633
Harel Insurance Investments & Financial Services
Israel
$111K +$111K +1,890 New
JWA
634
JFS Wealth Advisors
Pennsylvania
$110K +$118 +2 +0.1%
PS
635
Principal Securities
Iowa
$109K +$9.9K +168 +10%
CT
636
Cambridge Trust
Massachusetts
$109K -$6.07K -103 -5%
WPA
637
West Paces Advisors
Georgia
$109K +$12.2K +207 +13%
HT
638
Headlands Technologies
Illinois
$108K +$108K +1,839 New
BTI
639
Blue Trust Inc
Georgia
$101K -$7.78K -132 -7%
AF
640
Allworth Financial
California
$101K +$648 +11 +0.6%
SJIM
641
St. Johns Investment Management
Florida
$99.5K – – –
Federated Hermes
642
Federated Hermes
Pennsylvania
$95.3K -$28.9K -490 -23%
SIM
643
Sentry Investment Management
Wisconsin
$94K – – –
MFG
644
Mendota Financial Group
Wisconsin
$92K -$29.7K -503 -24%
JFGIW
645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.3K – – –
PCM
646
Penserra Capital Management
California
$83K -$77.7K -1,339 -48%
HIA
647
Harbor Investment Advisory
Maryland
$82.3K +$2.77K +47 +3%
GWM
648
Geneos Wealth Management
Colorado
$81.4K +$118 +2 +0.1%
AA
649
Alta Advisers
United Kingdom
$79.6K – – –
FFA
650
Farther Finance Advisors
California
$79.4K +$4.2K +72 +6%
24 25
26
27 28