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W.R. Berkley
WRB

Overview Fund Activity

444 hedge funds and large institutions have $7.29B invested in W.R. Berkley in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 190 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
9.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
128
Reduced
190
Closed
51
Calls
$2.77M
Puts
$5.56M
Net Calls
-$2.8M
Net Calls Change
-$85K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$90.2M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$48.5M
3
ACM
Atlanta Capital Management
Georgia
$597M
4
Millennium Management
Millennium Management
New York
$53.7M
5
WRBC
W.R. Berkley Corp
Connecticut
$261M

Top Sellers

1
Invesco
Invesco
Georgia
$52.4M
2
Victory Capital Management
Victory Capital Management
Texas
$212M
3
Vanguard Group
Vanguard Group
Pennsylvania
$957M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$35.9M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
351
Global Wealth Management Investment Advisory
Florida
$135K – – –
VCM
352
Vigilant Capital Management
Maine
$129K – – –
TRCT
353
Tower Research Capital (TRC)
New York
$126K -$173K -6,854 -58%
BCA
354
Berman Capital Advisors
Georgia
$112K +$7.11K +281 +7%
Federated Hermes
355
Federated Hermes
Pennsylvania
$102K -$9.66K -380 -9%
QI
356
QS Investors
New York
$100K – – –
US Bancorp
357
US Bancorp
Minnesota
$94K +$25.7K +1,006 +38%
AIM
358
AIA Investment Management
Singapore
$89K -$19.6K -769 -18%
APA
359
American Portfolios Advisors
New York
$88.7K +$3.31K +130 +4%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$88K +$60.2K +2,358 +217%
CFG
361
Citizens Financial Group
Rhode Island
$79K – – –
CIA
362
CSat Investment Advisory
Michigan
$77K +$24K +945 +45%
LS
363
Livforsakringsbolaget Skandia
Sweden
$76K – – –
CAN
364
Cetera Advisor Networks
California
$74K +$74K +2,905 New
SJIM
365
St. Johns Investment Management
Florida
$73K +$30.2K +1,192 +71%
HWA
366
Heritage Wealth Advisors
Virginia
$72.9K – – –
RIM
367
Rampart Investment Management
Connecticut
$63K +$1.38K +54 +2%
CFGS
368
Concourse Financial Group Securities
Alabama
$57K +$21.9K +857 +62%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
EP
370
Eudaimonia Partners
Tennessee
$53K -$1.28K -50 -2%
WT
371
Washington Trust
Rhode Island
$48K +$48K +1,901 New
WPA
372
West Paces Advisors
Georgia
$47.3K – – –
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$46K -$114K -4,503 -71%
GWM
374
Geneos Wealth Management
Colorado
$44K +$978 +40 +2%
WTC
375
WhitTier Trust Company
Nevada
$43K – – –
13 14
15
16 17