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W.R. Berkley
WRB

Overview Fund Activity

747 hedge funds and large institutions have $13.8B invested in W.R. Berkley in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 294 increasing their positions, 249 reducing their positions, and 90 closing their positions.

Holders
747
Holders Change
-16
Holders Change %
-2.1%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
83
Increased
294
Reduced
249
Closed
90
Calls
$56.3M
Puts
$7.16M
Net Calls
+$49.2M
Net Calls Change
+$54.5M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$300M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.05B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$92.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$36.3M
5
UBS AM
5
UBS AM
Illinois
$116M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$30.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$331M
4
JCM
4
Junto Capital Management
New York
$0
5
Barclays
5
Barclays
United Kingdom
$64.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SPS
751
Susquehanna Portfolio Strategies
Pennsylvania
– – -275,229 Closed
DCM
752
Driehaus Capital Management
Illinois
– – -205,242 Closed
WAM
753
Weiss Asset Management
Massachusetts
– – -178,499 Closed
ZIM
754
Zacks Investment Management
Illinois
– – -176,038 Closed
GAA
755
Global Assets Advisory
Florida
– – -91,560 Closed
IP
756
Interval Partners
New York
– – -89,390 Closed
WI
757
WBI Investments
New Jersey
– – -83,649 Closed
IECM
758
Intrinsic Edge Capital Management
Illinois
– – -80,000 Closed
Jacobs Levy Equity Management
759
Jacobs Levy Equity Management
New Jersey
– – -66,741 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
760
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -53,000 Closed
AIG
761
American International Group
New York
– – -52,981 Closed
CS
762
Cannell & Spears
New York
– – -52,927 Closed
Voloridge Investment Management
763
Voloridge Investment Management
Florida
– – -52,669 Closed
NEI
764
Northwest & Ethical Investments
Ontario, Canada
– – -42,906 Closed
AP
765
Advisors Preferred
Maryland
– – -37,416 Closed
TI
766
Trexquant Investment
Connecticut
– – -22,248 Closed
DCM
767
Dean Capital Management
Kansas
– – -19,564 Closed
BFA
768
Brendel Financial Advisors
New Hampshire
– – -19,496 Closed
JFG
769
Jefferies Financial Group
New York
– – -19,427 Closed
EP
770
Edgestream Partners
New Jersey
– – -18,330 Closed
CP
771
Cumberland Partners
Ontario, Canada
– – -13,000 Closed
JF
772
Jump Financial
Illinois
– – -11,539 Closed
Connor, Clark & Lunn Investment Management (CC&L)
773
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -9,928 Closed
VI
774
Versor Investments
New York
– – -9,516 Closed
SC
775
Scholtz & Company
Connecticut
– – -9,510 Closed
29 30
31
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