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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 %
IWC
351
Integrated Wealth Concepts
Massachusetts
$743K 12,469 +12,469 New
IGAM
352
iA Global Asset Management
Quebec, Canada
$741K 12,436 +12,436 New
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$739K 12,400 -800 -6%
PA
354
Procyon Advisors
Connecticut
$735K 12,335 +69 +0.6%
VEA
355
Virtus ETF Advisers
New York
$727K 12,205 -414 -3%
EAM
356
Empirical Asset Management
Massachusetts
$719K 12,064 +12,064 New
Cetera Investment Advisers
357
Cetera Investment Advisers
Illinois
$709K 11,900 +3,705 +45%
CW
358
Connectus Wealth
Ohio
$704K 11,826 +11 +0.1%
CAN
359
Cetera Advisor Networks
California
$703K 11,809 -4,812 -29%
FBC
360
Fairfield, Bush & Co
Connecticut
$701K 11,765 +2,175 +23%
PTC
361
Petrus Trust Company
Texas
$694K 11,646 +7,858 +207%
HPC
362
HM Payson & Co
Maine
$685K 11,494 – –
ASN
363
Advisory Services Network
Georgia
$680K 11,424 +395 +4%
YIA
364
YHB Investment Advisors
Connecticut
$643K 10,793 – –
IG
365
ING Group
Netherlands
$636K 10,684 -5,930 -36%
PCM
366
Parsons Capital Management
Rhode Island
$634K 10,641 +2,535 +31%
CBNLCF
367
Cognios Beta Neutral Large Cap Fund
Kansas
$628K 10,545 -1,119 -10%
SA
368
SRN Advisors
Pennsylvania
$622K 10,449 -316 -3%
LA
369
LVW Advisors
New York
$619K 10,400 -95 -0.9%
WQ
370
Wealth Quarterback
New Jersey
$607K 10,188 -274 -3%
SC
371
Shay Capital
New York
$596K 10,000 +10,000 New
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$587K 9,850 +400 +4%
Swedbank
373
Swedbank
Sweden
$586K 9,844 – –
TC
374
TownSquare Capital
Utah
$575K 9,658 +1,189 +14%
ECM
375
ExodusPoint Capital Management
New York
$566K 9,501 -256,260 -96%
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15
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