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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.

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
1
Parnassus Investments
California
$77.4M
2
Invesco
2
Invesco
Georgia
$288M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$663M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M
5
JCM
5
Junto Capital Management
New York
$41.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12B
2
Victory Capital Management
2
Victory Capital Management
Texas
$420M
3
BlackRock
3
BlackRock
New York
$1.39B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$659M
5
State Street
5
State Street
Massachusetts
$924M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B 24,439,361 +195,763 +0.8%
BlackRock
2
BlackRock
New York
$1.39B 15,679,223 -683,202 -4%
Morgan Stanley
3
Morgan Stanley
New York
$1.12B 12,627,283 -12,535,757 -50%
State Street
4
State Street
Massachusetts
$924M 10,447,205 -447,346 -4%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$663M 7,499,345 +485,903 +7%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$659M 7,456,272 -516,930 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$440M 4,977,275 +180,787 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$420M 4,747,908 -1,045,856 -18%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$405M 4,583,978 +276,114 +6%
Invesco
10
Invesco
Georgia
$288M 3,260,775 +569,619 +21%
Norges Bank
11
Norges Bank
Norway
$276M 3,118,018 +97,167 +3%
First Trust Advisors
12
First Trust Advisors
Illinois
$226M 2,560,795 -222,505 -8%
APG Asset Management
13
APG Asset Management
Netherlands
$213M 2,606,069 +107,109 +4%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208M 2,348,875 +444,320 +23%
Northern Trust
15
Northern Trust
Illinois
$172M 1,945,569 -95,873 -5%
Bank of America
16
Bank of America
North Carolina
$171M 1,933,759 +180,064 +10%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$168M 1,903,467 -45,635 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$168M 1,898,011 -35,701 -2%
PCH
19
Polar Capital Holdings
United Kingdom
$167M 1,887,500 -20,000 -1%
Wells Fargo
20
Wells Fargo
California
$160M 1,811,574 +14,339 +0.8%
Charles Schwab
21
Charles Schwab
California
$150M 1,697,300 +13,021 +0.8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$143M 1,617,944 -118,287 -7%
UBS Group
23
UBS Group
Switzerland
$131M 1,477,582 +216,382 +17%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M 1,458,958 +481,703 +49%
Legal & General Group
25
Legal & General Group
United Kingdom
$123M 1,393,775 -68,098 -5%
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