W.R. Berkley
WRB
689 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 256 increasing their positions, 245 reducing their positions, and 97 closing their positions.
23% more call options, than puts
Call options by funds: $3.78M | Put options by funds: $3.09M
4% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 245
0.34% more ownership
Funds ownership: 102.78% → 103.13% (+0.34%)
4% less funds holding
Funds holding: 714 → 689 (-25)
10% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 97
14% less capital invested
Capital invested by funds: $13.1B → $11.2B (-$1.85B)
46% less funds holding in top 10
Funds holding in top 10: 13 → 7 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$161M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$85.7M |
| 3 |
Morgan Stanley
New York
|
+$62.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$61.5M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$46.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$132M |
| 2 |
First Eagle Investment Management
New York
|
-$112M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$74.2M |
| 4 |
SC
Samlyn Capital
New York
|
-$68.9M |
| 5 |
Man Group
London,
United Kingdom
|
-$64.4M |
WRB Hedge Fund Activity: Q1 2023 in Review
689 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2023, worth a combined $11.2B — down 14% from $13.1B a quarter earlier.
Sellers outnumbered buyers: 97 funds closed out of WRB and 87 opened new positions — a net loss of 10 holders — while 245 trimmed existing stakes and 256 added.
The largest buyer was Millennium Management, adding an estimated $161M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $132M.
- 689 institutional investors held W.R. Berkley (WRB) as of Q1 2023, down from 714 in Q4 2022.
- Funds reported $11.2B of W.R. Berkley stock for Q1 2023, down 14% quarter-over-quarter.
- 87 funds opened new W.R. Berkley positions in Q1 2023 and 97 closed out, a net change of -10 holders.
- The largest W.R. Berkley buyer in Q1 2023 was Millennium Management, an estimated $161M added.
- The largest W.R. Berkley seller in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $132M sold.
Based on aggregated 13F filings for Q1 2023.