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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 %
GI
176
GAMCO Investors
Connecticut
$5.08M 64,709 +6,300 +11%
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
$4.89M 62,169 +52,880 +569%
AI
178
Atria Investments
North Carolina
$4.85M 61,741 +11,104 +22%
SA
179
Sanctuary Advisors
Indiana
$4.8M 62,636 +62,636 New
Mariner
180
Mariner
Kansas
$4.67M 59,399 +217 +0.4%
MA
181
Montag & Associates
Georgia
$4.55M 57,905 -978 -2%
NW
182
NewEdge Wealth
Pennsylvania
$4.54M 57,817 +608 +1%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$4.54M 57,815 +1,997 +4%
VAS
184
Vestmark Advisory Solutions
Massachusetts
$4.5M 57,286 +2,341 +4%
BCFS
185
Butensky & Cohen Financial Security
Florida
$4.5M 57,282 +2,368 +4%
Nomura Asset Management
186
Nomura Asset Management
Japan
$4.47M 56,928 -10,245 -15%
NG
187
NatWest Group
United Kingdom
$4.44M 56,501 -58,467 -51%
ASRS
188
Arizona State Retirement System
Arizona
$4.43M 56,379 -363 -0.6%
Lazard Asset Management
189
Lazard Asset Management
New York
$4.35M 55,372 -3,113 -5%
SOMRS
190
State of Michigan Retirement System
Michigan
$4.35M 55,346 -200 -0.4%
OCA
191
Otter Creek Advisors
Florida
$4.33M 55,102 +18,573 +51%
AC
192
Annandale Capital
Texas
$4.31M 54,853 – –
PI
193
PGGM Investments
Netherlands
$4.31M 54,797 – –
VA
194
Vident Advisory
Georgia
$4.29M 54,587 +46,547 +579%
MIM
195
MetLife Investment Management
New Jersey
$4.24M 53,960 +6,563 +14%
Comerica Bank
196
Comerica Bank
Texas
$4.17M 53,087 -1,334 -2%
AssetMark Inc
197
AssetMark Inc
California
$4.15M 52,839 +6,956 +15%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$4.06M 51,706 -1,791 -3%
CF
199
Corebridge Financial
Texas
$4.06M 51,644 +51,644 New
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$4.02M 51,188 -20,332 -28%
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