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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 %
MF
776
Magnetar Financial
Illinois
– – -8,550 Closed
SC
777
SRB Corp
Massachusetts
– – -8,309 Closed
MLICM
778
Metropolitan Life Insurance Company (MetLife)
New York
– – -8,173 Closed
LNC
779
Lincoln National Corp
Pennsylvania
– – -7,146 Closed
MA
780
Mutual Advisors
Nebraska
– – -6,922 Closed
AIM
781
Aspen Investment Management
Michigan
– – -6,867 Closed
QT
782
Quantbot Technologies
New York
– – -6,724 Closed
QC
783
Quadrature Capital
United Kingdom
– – -6,449 Closed
HWAM
784
Hennion & Walsh Asset Management
New Jersey
– – -6,223 Closed
BC
785
Bridgefront Capital
Texas
– – -5,828 Closed
WIS
786
Wright Investors Service
Connecticut
– – -5,334 Closed
AWA
787
Arkadios Wealth Advisors
Georgia
– – -5,177 Closed
MFG
788
Menard Financial Group
Texas
– – -4,643 Closed
HFM
789
Harvest Fund Management
China
– – -4,394 Closed
EIP
790
Epoch Investment Partners
New York
– – -3,822 Closed
AC
791
ASB Consultores
Florida
– – -3,641 Closed
MC
792
Maverick Capital
Texas
– – -3,267 Closed
JFL
793
Jarislowsky, Fraser Ltd
Quebec, Canada
– – -3,114 Closed
TNBTD
794
Trustmark National Bank Trust Department
Mississippi
– – -3,080 Closed
DM
795
Deerfield Management
New York
– – -3,045 Closed
AIMCA
796
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -3,000 Closed
TB
797
Treynor Bancshares
Iowa
– – -2,992 Closed
CCA
798
Cottonwood Capital Advisors
Utah
– – -2,934 Closed
AC
799
AXQ Capital
New Jersey
– – -2,900 Closed
BPC
800
Banque Pictet & Cie
Switzerland
– – -2,882 Closed
30 31
32
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