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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 %
VNA
751
Valley National Advisers
Pennsylvania
$1K – – –
GKIM
752
GW&K Investment Management
Massachusetts
$1K +$250 +6 +33%
ECM
753
Everence Capital Management
Indiana
$869 – – –
JWM
754
Janiczek Wealth Management
Colorado
$796 – – –
S
755
Sachetta
Massachusetts
$778 – – –
TWP
756
TFO Wealth Partners
Ohio
$708 – – –
VWA
757
Valued Wealth Advisors
Utah
$354 – – –
WTC
758
WhitTier Trust Company
Nevada
$353 – – –
RAM
759
Riggs Asset Management
Pennsylvania
$266 +$266 +5 New
LFG
760
Larson Financial Group
Missouri
$177 – – –
SWA
761
SOA Wealth Advisors
New York
$90 – – –
TFM
762
TFC Financial Management
Massachusetts
$89 +$89 +2 New
WA
763
WestEnd Advisors
North Carolina
$88 +$88 +2 New
DWM
764
Dogwood Wealth Management
Kansas
$2 -$3 – –
PMAM
765
Picton Mahoney Asset Management
Ontario, Canada
– -$6.33M -134,190 Closed
Mercer Global Advisors
766
Mercer Global Advisors
Colorado
– -$5.54M -117,543 Closed
Holocene Advisors
767
Holocene Advisors
New York
– -$4.66M -98,858 Closed
Citadel Advisors
768
Citadel Advisors
Florida
– -$2.58M -54,756 Closed
DTL
769
Dynamic Technology Lab
Singapore
– -$1.52M -32,276 Closed
HCMT
770
Highland Capital Management (Tennessee)
Tennessee
– -$1.41M -29,831 Closed
QCM
771
Qsemble Capital Management
New York
– -$1.4M -29,681 Closed
IMC Chicago
772
IMC Chicago
Illinois
– -$1.02M -21,650 Closed
CIC
773
Cornercap Investment Counsel
Georgia
– -$922K -19,562 Closed
OTPPB
774
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$536K -11,361 Closed
GBWM
775
Granite Bay Wealth Management
New Hampshire
– -$479K -10,502 Closed
29 30
31
32 33