WRB icon

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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.89B 24,042,876 -396,485 -2%
BlackRock
2
BlackRock
New York
$1.24B 15,820,708 +141,485 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$1.05B 13,319,377 +692,094 +5%
State Street
4
State Street
Massachusetts
$799M 10,173,171 -274,034 -3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$594M 7,553,875 +54,530 +0.7%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$589M 7,496,720 +40,448 +0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$403M 5,132,280 +155,005 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$373M 4,750,197 +166,219 +4%
Victory Capital Management
9
Victory Capital Management
Texas
$331M 4,215,978 -531,930 -11%
Norges Bank
10
Norges Bank
Norway
$300M 3,823,981 +705,963 +23%
Invesco
11
Invesco
Georgia
$269M 3,419,735 +158,960 +5%
APG Asset Management
12
APG Asset Management
Netherlands
$198M 2,698,311 +92,242 +4%
First Trust Advisors
13
First Trust Advisors
Illinois
$183M 2,329,084 -231,711 -9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$160M 2,037,599 +139,588 +7%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$160M 2,036,142 -312,733 -13%
Northern Trust
16
Northern Trust
Illinois
$153M 1,946,181 +612 +0%
PCH
17
Polar Capital Holdings
United Kingdom
$152M 1,935,000 +47,500 +3%
Bank of America
18
Bank of America
North Carolina
$149M 1,897,769 -35,990 -2%
Wells Fargo
19
Wells Fargo
California
$139M 1,772,595 -38,979 -2%
Charles Schwab
20
Charles Schwab
California
$134M 1,703,250 +5,950 +0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$125M 1,589,401 -28,543 -2%
UBS AM
22
UBS AM
Illinois
$116M 1,472,743 +355,649 +32%
UBS Group
23
UBS Group
Switzerland
$109M 1,385,870 -91,712 -6%
Legal & General Group
24
Legal & General Group
United Kingdom
$108M 1,379,443 -14,332 -1%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$101M 1,929,931 +26,464 +1%
1
2 3 4 5