WRB icon

W.R. Berkley
WRB

Overview Fund Activity

413 hedge funds and large institutions have $8.63B invested in W.R. Berkley in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 191 reducing their positions, and 36 closing their positions.

Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
8.98%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
56
Increased
130
Reduced
191
Closed
36
Calls
$1.34M
Puts
$913K
Net Calls
+$424K
Net Calls Change
-$2.34M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.26B
2
Millennium Management
2
Millennium Management
New York
$49.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$37.6M
5
APG Asset Management
5
APG Asset Management
Netherlands
$102M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$503M
2
ACM
2
Atlanta Capital Management
Georgia
$718M
3
Victory Capital Management
3
Victory Capital Management
Texas
$226M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.28M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
351
AssetMark Inc
California
$62K 2,111 -738 -26%
TC
352
Truvestments Capital
Florida
$58K 1,967 -676 -26%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$55K 1,667 -834 -33%
US Bancorp
354
US Bancorp
Minnesota
$55K 1,874 -283 -13%
TNBTD
355
Trustmark National Bank Trust Department
Mississippi
$50K 1,703 -1 -0.1%
GWM
356
Geneos Wealth Management
Colorado
$50K 1,717 +6 +0.4%
WTC
357
WhitTier Trust Company
Nevada
$49K 1,688 – –
SJIM
358
St. Johns Investment Management
Florida
$49K 1,688 – –
Macquarie Group
359
Macquarie Group
Australia
$46K 1,575 -9,900 -86%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$46K 1,575 +728 +86%
BFC
361
Bedel Financial Consulting
Indiana
$41K 1,393 +2 +0.1%
CFB
362
Cullen/Frost Bankers
Texas
$41K 1,406 +1,406 New
ADL
363
Asset Dedication LLC
California
$38K 1,285 -1 -0.1%
S
364
SignatureFD
Georgia
$38K 1,289 +283 +28%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K 1,244 -1 -0.1%
AF
366
Allworth Financial
California
$35K 1,181 – –
PCP
367
Proficio Capital Partners
Massachusetts
$33K 1,114 -84 -7%
PB
368
Pinnacle Bancorp
Nebraska
$29K 990 -43 -4%
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$29K 986 -3 -0.3%
SPIA
370
Steward Partners Investment Advisory
New York
$27K 950 +950 New
HNB
371
Huntington National Bank
Ohio
$26K 884 -912 -51%
KFA
372
Krane Funds Advisors
New York
$26K 871 +871 New
OIA
373
OneDigital Investment Advisors
Kansas
$24K 824 – –
GAM
374
Gemmer Asset Management
California
$23K 799 -1 -0.1%
CIAS
375
Capital Investment Advisory Services
North Carolina
$22K 734 +734 New
13 14
15
16 17