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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.

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
1
Parnassus Investments
California
$77.4M
2
Invesco
2
Invesco
Georgia
$288M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$663M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M
5
JCM
5
Junto Capital Management
New York
$41.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12B
2
Victory Capital Management
2
Victory Capital Management
Texas
$420M
3
BlackRock
3
BlackRock
New York
$1.39B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$659M
5
State Street
5
State Street
Massachusetts
$924M
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$15.6M 376,949 +12,845 +4%
ZIM
102
Zacks Investment Management
Illinois
$15.6M 264,057 +95,535 +57%
Canada Life
103
Canada Life
Manitoba, Canada
$15.5M 262,824 -14,361 -5%
Ameriprise
104
Ameriprise
Minnesota
$15.5M 262,431 -40,482 -13%
MAM
105
Martingale Asset Management
Massachusetts
$15.3M 259,424 -46,432 -15%
N
106
Natixis
France
$15.1M 255,801 +230,835 +925%
GGHC
107
Gilder Gagnon Howe & Co
New York
$14.9M 251,897 -514 -0.2%
HCM
108
Hutchinson Capital Management
California
$14.5M 245,994 +1,510 +0.6%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$14.5M 245,205 +8,011 +3%
TA
110
Townsend & Associates
Colorado
$14.4M 273,186 +1,959 +0.7%
TIP
111
Torray Investment Partners
Maryland
$14.3M 243,368 – –
Royal London Asset Management
112
Royal London Asset Management
United Kingdom
$13.9M 235,847 +8,961 +4%
STCG
113
Speece Thorson Capital Group
Minnesota
$13.9M 235,538 -59,730 -20%
IP
114
Isthmus Partners
Wisconsin
$13.9M 235,334 -9,648 -4%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$13.6M 231,312 +23,973 +12%
Prudential Financial
116
Prudential Financial
New Jersey
$13.2M 223,958 -229,914 -51%
Bank of Nova Scotia
117
Bank of Nova Scotia
Ontario, Canada
$13.1M 221,489 -106,083 -32%
Millennium Management
118
Millennium Management
New York
$13M 220,632 +74,070 +51%
Macquarie Group
119
Macquarie Group
Australia
$13M 223,077 +3,415 +2%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$12.7M 216,125 -22,120 -9%
BWP
121
Barlow Wealth Partners
Kentucky
$12.6M 229,295 +229,295 New
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$12.1M 205,524 -29,126 -12%
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$12M 203,025 -1,545 -0.8%
FAF
124
Fjarde Ap-fonden
Sweden
$11.9M 201,243 -7,950 -4%
Capital Fund Management (CFM)
125
Capital Fund Management (CFM)
France
$11.6M 196,701 -63,056 -24%
3 4
5
6 7