W.R. Berkley
795 hedge funds and large institutions have $14.8B invested in W.R. Berkley in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 280 increasing their positions, 359 reducing their positions, and 57 closing their positions.
84% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 57
34% more call options, than puts
Call options by funds: $14M | Put options by funds: $10.4M
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
7% more capital invested
Capital invested by funds: $13.8B → $14.8B (+$927M)
5% more funds holding
Funds holding: 754 → 795 (+41)
22% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 359
35.88% less ownership
Funds ownership: 104.3% → 68.42% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$107M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$61.8M |
| 3 |
Millennium Management
New York
|
+$49.3M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$29M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$298M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$163M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$45.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$45.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$45.3M |
WRB Hedge Fund Activity: Q3 2024 in Review
795 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2024, worth a combined $14.8B — up 6.7% from $13.8B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new WRB positions and 57 closed out — a net gain of 48 holders — while 280 added to existing stakes and 359 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $107M. The largest seller was Victory Capital Management, cutting an estimated $298M.
- 795 institutional investors held W.R. Berkley (WRB) as of Q3 2024, up from 754 in Q2 2024.
- Funds reported $14.8B of W.R. Berkley stock for Q3 2024, up 6.7% quarter-over-quarter.
- 105 funds opened new W.R. Berkley positions in Q3 2024 and 57 closed out, a net change of +48 holders.
- The largest W.R. Berkley buyer in Q3 2024 was Principal Financial Group, an estimated $107M added.
- The largest W.R. Berkley seller in Q3 2024 was Victory Capital Management, an estimated $298M sold.
Based on aggregated 13F filings for Q3 2024.