WRB icon

W.R. Berkley
WRB

Overview Fund Activity

400 hedge funds and large institutions have $6.53B invested in W.R. Berkley in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+10
Holders Change %
+2.56%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
58
Increased
139
Reduced
122
Closed
45
Calls
$1.49M
Puts
$2.49M
Net Calls
-$1M
Net Calls Change
-$1.27M

Top Buyers

1
BlackRock
BlackRock
New York
$867M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$324M
3
Vanguard Group
Vanguard Group
Pennsylvania
$713M
4
ACM
Atlanta Capital Management
Georgia
$611M
5
APG Asset Management
APG Asset Management
Netherlands
$27.1M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.96M
2
Boston Partners
Boston Partners
Massachusetts
$202M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
4
PC
Polar Capital
United Kingdom
$73.2M
5
GI
GAMCO Investors
Connecticut
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
301
Eagle Ridge Investment Management
Connecticut
$229K -$99.7K -4,556 -30%
Nordea Investment Management
302
Nordea Investment Management
Sweden
$229K – – –
BWCS
303
Beirne Wealth Consulting Services
Connecticut
$227K +$227K +10,378 New
GFA
304
Gifford Fong Associates
California
$222K – – –
VFA
305
Voya Financial Advisors
Connecticut
$221K -$4.02K -186 -2%
SP
306
Symmetry Partners
Connecticut
$219K +$219K +9,990 New
CCA
307
Cobblestone Capital Advisors
New York
$211K – – –
V
308
Veritable
Delaware
$210K +$2.74K +125 +1%
DI
309
Diligent Investors
California
$207K -$37K -1,688 -15%
CI
310
Cigna Investments
Connecticut
$207K +$4.8K +219 +2%
OCM
311
Osterweis Capital Management
California
$185K +$185K +8,427 New
PGAM
312
Princeton Global Asset Management
New Jersey
$181K +$181K +8,269 New
AIL
313
AGF Investments LLC
Ontario, Canada
$161K +$161K +7,334 New
MRCM
314
M&R Capital Management
New Jersey
$140K – – –
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$136K +$1.18K +54 +0.9%
BCA
316
Berman Capital Advisors
Georgia
$135K +$135K +6,213 New
SMFS
317
Squar Milner Financial Services
California
$133K – – –
GWMIA
318
Global Wealth Management Investment Advisory
Florida
$131K +$131K +5,994 New
OIA
319
Optimum Investment Advisors
Illinois
$129K – – –
VCM
320
Vigilant Capital Management
Maine
$111K – – –
Marshall Wace
321
Marshall Wace
United Kingdom
$99K +$99K +4,499 New
QT
322
Quantamental Technologies
New York
$83K +$83K +3,770 New
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$76K – – –
NFG
324
Next Financial Group
Texas
$74K +$44.4K +2,029 +150%
RCAG
325
Rehmann Capital Advisory Group
Michigan
$70.2K +$27.6K +1,259 +65%
11 12
13
14 15