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W.R. Berkley
WRB

Overview Fund Activity

441 hedge funds and large institutions have $6.91B invested in W.R. Berkley in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
-48
Holders Change %
-9.82%
% of All Funds
9.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
51
Increased
156
Reduced
157
Closed
94
Calls
$2.34M
Puts
$5.05M
Net Calls
-$2.71M
Net Calls Change
-$2.47M

Top Buyers

1
WRBC
W.R. Berkley Corp
Connecticut
$204M
2
Victory Capital Management
Victory Capital Management
Texas
$260M
3
APG Asset Management
APG Asset Management
Netherlands
$156M
4
Invesco
Invesco
Georgia
$117M
5
Vanguard Group
Vanguard Group
Pennsylvania
$938M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$13.8M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$328M
4
ACM
Atlanta Capital Management
Georgia
$503M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
226
LS Investment Advisors
Michigan
$884K +$475K +20,502 +116%
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$883K +$156K +6,727 +21%
KBC Group
228
KBC Group
Belgium
$861K +$13.7K +592 +2%
WCWM
229
Willow Creek Wealth Management
California
$858K – – –
HIMCH
230
Hartford Investment Management Co (HIMCO)
Connecticut
$853K +$21.6K +931 +3%
FBC
231
Fairfield, Bush & Co
Connecticut
$845K -$20.9K -900 -2%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$839K -$963K -41,528 -53%
GFPC
233
Global Financial Private Capital
Florida
$837K +$837K +36,047 New
LIM
234
Leavell Investment Management
Alabama
$829K -$31.3K -1,350 -4%
NAM
235
Nissay Asset Management
Japan
$826K +$11.7K +504 +1%
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$822K +$22.9K +986 +3%
TCOV
237
Trust Company of Vermont
Vermont
$807K -$6.26K -270 -0.8%
BB
238
Busey Bank
Illinois
$802K – – –
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$790K +$5.42K +234 +0.7%
TW
240
Transform Wealth
Colorado
$789K +$789K +34,013 New
Skandinaviska Enskilda Banken (SEB)
241
Skandinaviska Enskilda Banken (SEB)
Sweden
$785K +$317K +13,689 +68%
M&T Bank
242
M&T Bank
New York
$774K -$8.64K -373 -1%
II
243
IFM Investors
Australia
$753K -$22.6K -934 -3%
SAM
244
Securian Asset Management
Minnesota
$731K -$20.9K -900 -3%
PP
245
Prudential plc
United Kingdom
$701K +$43K +1,857 +7%
DIA
246
Dean Investment Associates
Ohio
$689K -$29.8K -1,285 -4%
AIM
247
AMI Investment Management
Indiana
$687K -$435K -18,776 -39%
AI
248
Atria Investments
North Carolina
$677K +$124K +5,339 +22%
TC
249
Toews Corporation
New Jersey
$652K +$652K +28,125 New
Creative Planning
250
Creative Planning
Kansas
$647K -$6.93K -299 -1%
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