W.R. Berkley
754 hedge funds and large institutions have $13.8B invested in W.R. Berkley in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 297 increasing their positions, 250 reducing their positions, and 92 closing their positions.
687% more call options, than puts
Call options by funds: $56.3M | Put options by funds: $7.16M
19% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 250
0.84% less ownership
Funds ownership: 105.14% → 104.3% (-0.84%)
8% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 92
2% less funds holding
Funds holding: 770 → 754 (-16)
13% less capital invested
Capital invested by funds: $15.9B → $13.8B (-$2.03B)
33% less funds holding in top 10
Funds holding in top 10: 15 → 10 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$56.7M |
| 2 |
Morgan Stanley
New York
|
+$55.6M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$43M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$37.1M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$64.1M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
-$61.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$42.7M |
| 4 |
JCM
Junto Capital Management
New York
|
-$41.5M |
| 5 |
Barclays
London,
United Kingdom
|
-$37.1M |
WRB Hedge Fund Activity: Q2 2024 in Review
754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2024, worth a combined $13.8B — down 13% from $15.9B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of WRB and 85 opened new positions — a net loss of 7 holders — while 250 trimmed existing stakes and 297 added.
The largest buyer was Norges Bank, adding an estimated $56.7M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $64.1M.
- 754 institutional investors held W.R. Berkley (WRB) as of Q2 2024, down from 770 in Q1 2024.
- Funds reported $13.8B of W.R. Berkley stock for Q2 2024, down 13% quarter-over-quarter.
- 85 funds opened new W.R. Berkley positions in Q2 2024 and 92 closed out, a net change of -7 holders.
- The largest W.R. Berkley buyer in Q2 2024 was Norges Bank, an estimated $56.7M added.
- The largest W.R. Berkley seller in Q2 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $64.1M sold.
Based on aggregated 13F filings for Q2 2024.