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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 %
CC
776
Centiva Capital
New York
– -$469K -9,950 Closed
MYLI
777
Meiji Yasuda Life Insurance
Japan
– -$464K -9,833 Closed
FA
778
FDx Advisors
Illinois
– -$456K -9,680 Closed
GCM
779
Gallacher Capital Management
Colorado
– -$453K -9,608 Closed
CFA
780
CWS Financial Advisors
Michigan
– -$406K -8,607 Closed
OCBCO
781
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$373K -7,911 Closed
BS
782
Banco Santander
Spain
– -$332K -7,032 Closed
SFA
783
Sequoia Financial Advisors
Ohio
– -$300K -6,372 Closed
Nomura Holdings
784
Nomura Holdings
Japan
– -$291K -6,171 Closed
IA
785
IFG Advisory
Georgia
– -$274K -5,820 Closed
OR
786
Olympiad Research
Connecticut
– -$259K -5,489 Closed
PCM
787
Prelude Capital Management
New York
– -$259K -5,489 Closed
1WM
788
1900 Wealth Management
Texas
– -$235K -4,974 Closed
PFS
789
Prospera Financial Services
Texas
– -$229K -4,865 Closed
TCM
790
Teza Capital Management
Illinois
– -$225K -4,776 Closed
CCM
791
Carlson Capital Management
Minnesota
– -$203K -4,308 Closed
MAM
792
Meeder Asset Management
Ohio
– -$149K -3,168 Closed
KI
793
Kapitalo Investimentos
Brazil
– -$111K -2,364 Closed
WTG
794
West Tower Group
Virginia
– -$81.9K -1,737 Closed
TWM
795
Tradition Wealth Management
Minnesota
– -$78K -1,647 Closed
OP
796
ORG Partners
Indiana
– -$52.3K -1,110 Closed
MSWM
797
McGlone Suttner Wealth Management
Wisconsin
– -$47.7K -1,011 Closed
BWM
798
BKM Wealth Management
Wisconsin
– -$26.7K -567 Closed
GWS
799
Glassman Wealth Services
Virginia
– -$25.2K -536 Closed
TCWA
800
Turtle Creek Wealth Advisors
Texas
– -$18.6K -395 Closed
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