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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 %
TSS
801
Two Sigma Securities
New York
– – -2,821 Closed
FNBT
802
FineMark National Bank & Trust
Florida
– – -2,801 Closed
SC
803
Savant Capital
Illinois
– – -2,788 Closed
JCIA
804
Jackson Creek Investment Advisors
Colorado
– – -2,734 Closed
Vontobel Holding
805
Vontobel Holding
Switzerland
– – -2,730 Closed
MFS
806
Mirabella Financial Services
United Kingdom
– – -2,663 Closed
AFG
807
ABLE Financial Group
Arizona
– – -2,533 Closed
TPI
808
Trust Point Inc
Wisconsin
– – -2,510 Closed
IPW
809
Impact Partnership Wealth
Georgia
– – -2,505 Closed
CGL
810
Clarius Group LLC
Washington
– – -2,490 Closed
GWANC
811
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -2,486 Closed
CRC
812
Curi RMB Capital
Illinois
– – -2,418 Closed
WC
813
Wexford Capital
Florida
– – -2,400 Closed
PTC
814
Petrus Trust Company
Texas
– – -2,363 Closed
TAM
815
Trust Asset Management
Texas
– – -2,354 Closed
SAM
816
Silvercrest Asset Management
New York
– – -2,345 Closed
NP
817
Nilsine Partners
Colorado
– – -2,340 Closed
SCM
818
Shelton Capital Management
Colorado
– – -2,334 Closed
AT
819
American Trust
Kentucky
– – -2,290 Closed
OC
820
Oppenheimer & Co
New York
– – -2,275 Closed
MAS
821
Meeder Advisory Services
Ohio
– – -2,268 Closed
CFM
822
Catalyst Funds Management
Australia
– – -2,000 Closed
CA
823
CoreCap Advisors
Michigan
– – -1,260 Closed
HIIFS
824
Harel Insurance Investments & Financial Services
Israel
– – -1,260 Closed
HT
825
Headlands Technologies
Illinois
– – -1,226 Closed
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