WRB icon

W.R. Berkley
WRB

Overview Fund Activity

503 hedge funds and large institutions have $9.35B invested in W.R. Berkley in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 165 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
65
Increased
165
Reduced
181
Closed
58
Calls
$4.77M
Puts
$3.1M
Net Calls
+$1.67M
Net Calls Change
+$3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$129M
2
Capital World Investors
Capital World Investors
California
+$90.7M
3
CVA
Ceredex Value Advisors
Florida
+$52.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$43.8M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$41M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$52.5M
2
Millennium Management
Millennium Management
New York
-$43.8M
3
ACM
Atlanta Capital Management
Georgia
-$41M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$40.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
276
D.B. Root & Company
Pennsylvania
$611K -$6.69K -200 -1%
CGH
277
Crossmark Global Holdings
Texas
$607K -$19.6K -585 -3%
ASN
278
Advisory Services Network
Georgia
$606K +$19.2K +573 +3%
Nordea Investment Management
279
Nordea Investment Management
Sweden
$580K +$27.8K +825 +5%
ESCM
280
Echo Street Capital Management
New York
$572K -$782K -23,321 -58%
IA
281
IFG Advisory
Georgia
$559K – – –
HH
282
Hilltop Holdings
Texas
$552K +$14.1K +420 +3%
WJWM
283
Williams Jones Wealth Management
New York
$546K -$28.2K -843 -5%
PCS
284
Personal CFO Solutions
New Jersey
$544K +$6.63K +198 +1%
RMC
285
Resources Management Corp
Connecticut
$535K – – –
AA
286
Ancora Advisors
Ohio
$532K – – –
MAM
287
Meeder Asset Management
Ohio
$524K +$493K +14,742 +1,609%
PAG
288
Private Advisor Group
New Jersey
$520K +$63.5K +1,895 +14%
SAM
289
Strategy Asset Managers
California
$514K +$13.6K +405 +3%
RJT
290
Raymond James Trust
Florida
$507K +$33.7K +1,006 +7%
Simplex Trading
291
Simplex Trading
Illinois
$504K +$504K +15,057 New
Swedbank
292
Swedbank
Sweden
$495K +$495K +14,767 New
CCA
293
Cadent Capital Advisors
Oklahoma
$488K -$22.2K -663 -4%
TW
294
Transform Wealth
Colorado
$487K -$243K -7,245 -33%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$485K -$558K -16,664 -54%
NAM
296
NorthCoast Asset Management
Connecticut
$480K +$37.3K +1,114 +8%
NMIMC
297
Northwestern Mutual Investment Management Company
Wisconsin
$479K -$104K -3,092 -18%
FC
298
Full18 Capital
Connecticut
$475K +$475K +17,215 New
BTWM
299
Baker Tilly Wealth Management
Wisconsin
$473K +$5.35K +160 +1%
EMG
300
ETF Managers Group
New Jersey
$470K +$63K +1,858 +15%
10 11
12
13 14