W.R. Berkley
773 hedge funds and large institutions have $15.9B invested in W.R. Berkley in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 278 increasing their positions, 263 reducing their positions, and 45 closing their positions.
124% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 45
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
26% more capital invested
Capital invested by funds: $12.6B → $15.9B (+$3.3B)
6% more funds holding
Funds holding: 726 → 773 (+47)
1.66% more ownership
Funds ownership: 103.43% → 105.09% (+1.7%)
6% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 263
28% less call options, than puts
Call options by funds: $13.9M | Put options by funds: $19.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$71M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$46.2M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$39.4M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$39.1M |
| 5 |
JCM
Junto Capital Management
New York
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$84.9M |
| 2 |
BlackRock
New York
|
-$55.4M |
| 3 |
Janus Henderson Group
London,
|
-$41.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$36.3M |
| 5 |
Goldman Sachs
New York
|
-$32.4M |
WRB Hedge Fund Activity: Q1 2024 in Review
773 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2024, worth a combined $15.9B — up 26% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new WRB positions and 45 closed out — a net gain of 56 holders — while 278 added to existing stakes and 263 trimmed.
The largest buyer was Parnassus Investments, opening a new position worth an estimated $71M. The largest seller was Victory Capital Management, cutting an estimated $84.9M.
- 773 institutional investors held W.R. Berkley (WRB) as of Q1 2024, up from 726 in Q4 2023.
- Funds reported $15.9B of W.R. Berkley stock for Q1 2024, up 26% quarter-over-quarter.
- 101 funds opened new W.R. Berkley positions in Q1 2024 and 45 closed out, a net change of +56 holders.
- The largest W.R. Berkley buyer in Q1 2024 was Parnassus Investments, an estimated $71M added.
- The largest W.R. Berkley seller in Q1 2024 was Victory Capital Management, an estimated $84.9M sold.
Based on aggregated 13F filings for Q1 2024.