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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 %
APC
726
Aspire Private Capital
North Carolina
$6.1K – – –
VAG
727
VisionPoint Advisory Group
Texas
$6.01K +$766 +13 +15%
AFWM
728
Abich Financial Wealth Management
Virginia
$6.01K +$1.24K +21 +26%
MHR
729
Matthew Hamilton Rosenberg
$5.25K +$3.85K +66 +275%
MA
730
MCF Advisors
Kentucky
$5.13K +$531 +9 +12%
MCM
731
MV Capital Management
Maryland
$5.04K +$176 +3 +4%
FGAM
732
Financial Gravity Asset Management
Texas
$4.79K +$4.08K +69 +575%
CA
733
Crewe Advisors
Utah
$4.78K +$4.78K +81 New
RFG
734
RFP Financial Group
Georgia
$4.42K – – –
WWM
735
Wolff Wiese Magana
California
$4.07K +$3.6K +61 +763%
CA
736
Continuum Advisory
Idaho
$3.94K +$3.94K +75 New
BCMLT
737
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.89K – – –
CP
738
Castleview Partners
Texas
$3.56K +$3.56K +60 New
SIC
739
SJS Investment Consulting
Ohio
$3.54K -$177 -3 -5%
MCM
740
Manchester Capital Management
Vermont
$3.45K – – –
AGWCA
741
Annis Gardner Whiting Capital Advisors
Florida
$3.1K +$117 +2 +4%
FPB
742
First PREMIER Bank
South Dakota
$3K – – –
PVH
743
Psagot Value Holdings
Israel
$3K – – –
DPW
744
DiNuzzo Private Wealth
Pennsylvania
$2.83K -$118 -2 -4%
CFD
745
Creative Financial Designs
Indiana
$2.23K – – –
AW
746
Avion Wealth
Texas
$2K – – –
CSB
747
City State Bank
Iowa
$2K +$2K +38 New
DF
748
Dunhill Financial
United Kingdom
$1.52K +$176 +3 +13%
JGIA
749
Jackson Grant Investment Advisers
Connecticut
$1.42K – – –
A
750
AlphaQuest
New York
$1.15K +$1.15K +20 New
28 29
30
31 32