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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 %
AB
201
Amalgamated Bank
New York
$4.01M 50,965 -2,039 -4%
ProShare Advisors
202
ProShare Advisors
Maryland
$3.87M 49,310 +10,053 +26%
FG
203
Fairman Group
Pennsylvania
$3.67M 46,725 – –
Creative Planning
204
Creative Planning
Kansas
$3.65M 46,434 +1,471 +3%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$3.56M 45,299 +9,233 +26%
AMG
206
Asset Management Group
Connecticut
$3.53M 44,983 -61 -0.1%
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$3.52M 44,826 -13,496 -23%
Retirement Systems of Alabama
208
Retirement Systems of Alabama
Alabama
$3.5M 44,552 -180 -0.4%
COPPSERS
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.49M 44,364 -128 -0.3%
II
210
IFM Investors
Australia
$3.42M 43,504 – –
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.4M 43,320 +600 +1%
IAA
212
Independent Advisor Alliance
North Carolina
$3.38M 42,966 +984 +2%
SIP
213
Stoneridge Investment Partners
Pennsylvania
$3.25M 41,301 +41,301 New
NVIM
214
New Vernon Investment Management
Illinois
$3.22M 40,980 -40,980 -50%
FRAF
215
Första AP-fonden
Sweden
$3.21M 40,900 -7,000 -15%
MG
216
Markel Group
Virginia
$3.18M 40,500 – –
ASN
217
Advisory Services Network
Georgia
$3.14M 40,002 -1,185 -3%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$3.13M 39,857 +202 +0.5%
BCIM
219
British Columbia Investment Management
British Columbia, Canada
$3.09M 39,309 +14,678 +60%
T
220
TOBAM
France
$3.07M 39,085 -12,075 -24%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$3.06M 39,002 – –
CWM
222
CIBC World Markets
New York
$3.06M 38,916 -21,190 -35%
CNB
223
Czech National Bank
Czech Republic
$3.02M 38,488 +2,828 +8%
Handelsbanken Fonder
224
Handelsbanken Fonder
Sweden
$3.01M 38,325 -5,751 -13%
DnB Asset Management
225
DnB Asset Management
Norway
$2.92M 37,180 – –
7 8
9
10 11