WRB icon

W.R. Berkley
WRB

Overview Fund Activity

652 hedge funds and large institutions have $10.3B invested in W.R. Berkley in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 221 increasing their positions, 263 reducing their positions, and 98 closing their positions.

Holders
652
Holders Change
-32
Holders Change %
-4.68%
% of All Funds
10.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
69
Increased
221
Reduced
263
Closed
98
Calls
$3.67M
Puts
$4.88M
Net Calls
-$1.21M
Net Calls Change
-$1.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$241M
2
Victory Capital Management
2
Victory Capital Management
Texas
$294M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$46.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$747M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$52.8M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Citigroup
2
Citigroup
New York
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.8M
4
Invesco
4
Invesco
Georgia
$145M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$2.01M 33,801 -2,274 -6%
PP
252
Prudential plc
United Kingdom
$1.97M 33,081 -420 -1%
SO
253
STRS Ohio
Ohio
$1.96M 32,972 +6,711 +26%
TCM
254
Teza Capital Management
Illinois
$1.96M 32,828 +3,978 +14%
SW
255
SteelPeak Wealth
California
$1.92M 32,189 +6,289 +24%
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$1.91M 32,078 +80 +0.3%
Mariner
257
Mariner
Kansas
$1.91M 32,083 -3,808 -11%
Axa
258
Axa
France
$1.9M 31,947 -63,540 -67%
SG Americas Securities
259
SG Americas Securities
New York
$1.9M 31,848 +5,526 +21%
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$1.89M 31,811 -6,085 -16%
ACM
261
Alamar Capital Management
California
$1.88M 31,515 +31,515 New
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$1.86M 31,177 +2,061 +7%
ACM
263
Aquatic Capital Management
Illinois
$1.85M 31,000 +19,400 +167%
SVWAG
264
Sound View Wealth Advisors Group
Georgia
$1.83M 30,786 +35 +0.1%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$1.76M 29,614 -359 -1%
Macquarie Group
266
Macquarie Group
Australia
$1.75M 29,327 – –
Franklin Resources
267
Franklin Resources
California
$1.73M 28,996 -12,881 -31%
MOACM
268
Mutual of America Capital Management
New York
$1.72M 28,895 -261 -0.9%
GC
269
Guggenheim Capital
Illinois
$1.71M 28,635 +6,883 +32%
NYLIM
270
New York Life Investment Management
New York
$1.7M 28,548 -401 -1%
WMSA
271
Weiss Multi-Strategy Advisers
New York
$1.68M 28,172 +28,172 New
APIM
272
Agate Pass Investment Management
Washington
$1.65M 27,731 +678 +3%
SC
273
Scholtz & Company
Connecticut
$1.64M 27,600 -33,720 -55%
LCM
274
LRT Capital Management
Texas
$1.62M 27,337 +7,399 +37%
X
275
Xponance
Pennsylvania
$1.61M 27,017 +371 +1%
9 10
11
12 13