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 %
DIA
276
Dean Investment Associates
Ohio
$1.59M 26,743 -725 -3%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$1.56M 26,271 +574 +2%
RJT
278
Raymond James Trust
Florida
$1.55M 26,022 +1,712 +7%
AIC
279
Aurora Investment Counsel
Georgia
$1.53M 25,629 -289 -1%
Neuberger Berman Group
280
Neuberger Berman Group
New York
$1.49M 24,953 -7,883 -24%
JPMPWA
281
J.P. Morgan Private Wealth Advisors
California
$1.45M 24,326 -26,317 -52%
CNB
282
Czech National Bank
Czech Republic
$1.42M 23,771 -212 -0.9%
JF
283
Jump Financial
Illinois
$1.4M 23,522 -67,421 -74%
MML Investors Services
284
MML Investors Services
Massachusetts
$1.39M 23,311 +23,311 New
II
285
Inspire Investing
Idaho
$1.38M 23,161 +17,149 +285%
OAM
286
Ostrum Asset Management
France
$1.37M 23,044 +21 +0.1%
IMRF
287
Illinois Municipal Retirement Fund
Illinois
$1.35M 22,733 – –
NAM
288
Nissay Asset Management
Japan
$1.32M 22,163 -772 -3%
WCWM
289
Willow Creek Wealth Management
California
$1.31M 21,927 +7 +0%
LIM
290
Leavell Investment Management
Alabama
$1.29M 21,593 – –
SCM
291
Stevens Capital Management
Pennsylvania
$1.28M 21,511 +16,608 +339%
O
292
Ossiam
France
$1.27M 21,400 +5,898 +38%
GIBU
293
Gulf International Bank (UK)
United Kingdom
$1.27M 21,261 -6,663 -24%
DZ Bank
294
DZ Bank
Germany
$1.26M 21,210 -24,583 -54%
DM
295
Delphi Management
Massachusetts
$1.26M 21,200 +21,200 New
CNBTD
296
Citizens National Bank Trust Department
Mississippi
$1.23M 20,720 +710 +4%
ACL
297
Applied Capital LLC
Florida
$1.2M 20,121 +129 +0.6%
HCMT
298
Highland Capital Management (Tennessee)
Tennessee
$1.19M 20,028 +20,028 New
PS
299
Pensionfund Sabic
Netherlands
$1.19M 20,000 – –
MYLI
300
Meiji Yasuda Life Insurance
Japan
$1.18M 19,742 -1,951 -9%
10 11
12
13 14