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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 %
Korea Investment Corp
76
Korea Investment Corp
South Korea
$21M 267,201 +60,254 +29%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$20.5M 260,307 +16,137 +7%
WAM
78
Wallington Asset Management
Indiana
$20.3M 258,561 -6,410 -2%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$19.1M 242,696 -8,603 -3%
WG
80
Winton Group
United Kingdom
$18.5M 235,194 +235,194 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$18.4M 227,389 +22,150 +11%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$18.4M 234,182 -11,578 -5%
AllianceBernstein
83
AllianceBernstein
Tennessee
$18.4M 233,623 -4,601 -2%
National Pension Service
84
National Pension Service
South Korea
$18M 344,284 +15,061 +5%
Citigroup
85
Citigroup
New York
$17.7M 225,421 -20,321 -8%
CM
86
Churchill Management
California
$17.3M 220,490 +2,099 +1%
PC
87
PhiloSmith Capital
Connecticut
$17.3M 219,921 – –
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$17.1M 217,089 +32,551 +18%
Cerity Partners
89
Cerity Partners
New York
$16.5M 209,363 -12,812 -6%
LPL Financial
90
LPL Financial
California
$15.4M 195,602 +4,618 +2%
TA
91
Townsend & Associates
Colorado
$15.1M 279,474 +97,350 +53%
RA
92
Royce & Associates
New York
$15M 191,055 -16,000 -8%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$15M 190,580 -19,946 -9%
Canada Life
94
Canada Life
Manitoba, Canada
$15M 190,313 +15,097 +9%
SI
95
Stephens Inc
Arkansas
$14.8M 187,850 -62 -0%
Loomis, Sayles & Company
96
Loomis, Sayles & Company
Massachusetts
$14.2M 181,204 -69,619 -28%
SEI Investments
97
SEI Investments
Pennsylvania
$14.1M 179,106 -15,258 -8%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$13.7M 174,543 +55,942 +47%
GGHC
99
Gilder Gagnon Howe & Co
New York
$13.2M 167,718 -213 -0.1%
HCM
100
Hutchinson Capital Management
California
$12.9M 164,629 +633 +0.4%
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4
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