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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 %
EGM
301
Engineers Gate Manager
New York
$1.17M 19,598 -91,396 -82%
CGH
302
Crossmark Global Holdings
Texas
$1.16M 18,629 +298 +2%
FA
303
FDx Advisors
Illinois
$1.16M 19,437 -3,756 -16%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$1.15M 19,344 -349 -2%
NP
305
Nilsine Partners
Colorado
$1.15M 19,269 -8 -0%
VPIM
306
Vanguard Personalized Indexing Management
California
$1.13M 18,995 -2,140 -10%
BCIM
307
British Columbia Investment Management
British Columbia, Canada
$1.13M 18,909 – –
EAM
308
Eagle Asset Management
Florida
$1.11M 18,603 +18,603 New
M&T Bank
309
M&T Bank
New York
$1.1M 18,500 +1,008 +6%
E
310
Ergoteles
New York
$1.1M 18,391 +18,391 New
FRM
311
Fox Run Management
Connecticut
$1.09M 18,379 +11,282 +159%
IIL
312
Insight Inv LLC
California
$1.06M 17,800 +550 +3%
TCM
313
Twin Capital Management
Pennsylvania
$1.04M 17,541 -379 -2%
EMPI
314
Elo Mutual Pension Insurance
Finland
$1.03M 17,344 +307 +2%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$1.03M 17,263 +72 +0.4%
BFG
316
Bleakley Financial Group
New Jersey
$1.02M 17,094 +777 +5%
DDC
317
DF Dent & Co
Maryland
$1.01M 16,998 -4 -0%
ECM
318
Elgethun Capital Management
South Dakota
$1.01M 16,898 – –
BPC
319
Banque Pictet & Cie
Switzerland
$1M 16,833 -7,870 -32%
PCS
320
Personal CFO Solutions
New Jersey
$999K 16,773 -2,788 -14%
SAM
321
Securian Asset Management
Minnesota
$996K 16,722 -383 -2%
SS
322
Simplicity Solutions
Minnesota
$995K 16,710 +225 +1%
OPERF
323
Oregon Public Employees Retirement Fund
Oregon
$993K 16,672 -31,300 -65%
GWI
324
Grace & White Inc
New York
$988K 16,580 – –
MSRPS
325
Maryland State Retirement & Pension System
Maryland
$967K 16,234 +274 +2%
11 12
13
14 15