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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.12B
2
Victory Capital Management
Victory Capital Management
Texas
$420M
3
BlackRock
BlackRock
New York
$1.39B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$659M
5
State Street
State Street
Massachusetts
$924M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
176
VOYA Investment Management
Georgia
$5.95M -$282K -4,780 -5%
Nomura Asset Management
177
Nomura Asset Management
Japan
$5.94M +$591K +10,022 +11%
Jacobs Levy Equity Management
178
Jacobs Levy Equity Management
New Jersey
$5.9M -$21.1M -358,710 -78%
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$5.68M +$3.14M +53,248 +123%
PI
180
PineBridge Investments
New York
$5.46M +$5.46M +92,553 New
CWM
181
CIBC World Markets
New York
$5.32M +$1.13M +19,189 +27%
FSG
182
Financial Strategies Group
Michigan
$5.27M +$817K +14,643 +18%
Mariner
183
Mariner
Kansas
$5.23M +$351K +5,952 +7%
MA
184
Montag & Associates
Georgia
$5.21M -$67.1K -1,138 -1%
Lazard Asset Management
185
Lazard Asset Management
New York
$5.17M +$745K +12,641 +17%
GI
186
GAMCO Investors
Connecticut
$5.17M -$53.1K -900 -1%
Mackenzie Financial
187
Mackenzie Financial
Ontario, Canada
$5.16M +$395K +6,703 +8%
HighTower Advisors
188
HighTower Advisors
Illinois
$5.12M -$260K -4,410 -5%
ASRS
189
Arizona State Retirement System
Arizona
$5.02M +$10.6K +180 +0.2%
RJFSA
190
Raymond James Financial Services Advisors
Florida
$4.94M +$175K +2,973 +4%
SOMRS
191
State of Michigan Retirement System
Michigan
$4.91M -$17.7K -300 -0.4%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$4.86M +$368K +6,243 +8%
BCFS
193
Butensky & Cohen Financial Security
Florida
$4.86M -$279K -4,724 -5%
AC
194
Annandale Capital
Texas
$4.85M – – –
PI
195
PGGM Investments
Netherlands
$4.85M -$319K -5,418 -6%
Comerica Bank
196
Comerica Bank
Texas
$4.81M -$63.4K -1,075 -1%
Jane Street
197
Jane Street
New York
$4.77M -$520K -8,827 -10%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$4.73M +$65.8K +1,116 +1%
AB
199
Amalgamated Bank
New York
$4.69M -$10.9K -185 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.69M – – –
6 7
8
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