We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

492 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 143 increasing their positions, 169 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more funds holding

Funds holding: 440 → 492 (+52)

0.41% less ownership

Funds ownership: 159.13% → 158.72% (-0.41%)

4% less capital invested

Capital invested by funds: $9.35B → $8.94B (-$411M)

12% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.96M

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 169

Holders
492
Holders Change
+52
Holders Change %
+11.82%
% of All Funds
9.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
101
Increased
143
Reduced
169
Closed
39
Calls
$1.72M
Puts
$1.96M
Net Calls
-$242K
Net Calls Change
-$421K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$163M
2
State Street
State Street
Massachusetts
+$112M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$65.3M
4
Millennium Management
Millennium Management
New York
+$50.4M
5
N
Nuveen
North Carolina
+$37.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$288M
2
Boston Partners
Boston Partners
Massachusetts
-$66.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$61.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
401
Municipal Employees' Retirement System of Michigan
Michigan
$142K -$1.7M -55,091 -92%
BCA
402
Berman Capital Advisors
Georgia
$128K +$1.33K +43 +1%
Rockefeller Capital Management
403
Rockefeller Capital Management
New York
$123K – – –
QI
404
QS Investors
New York
$120K +$121K +3,915 New
AIM
405
AIA Investment Management
Singapore
$119K +$10.3K +335 +9%
NFG
406
Next Financial Group
Texas
$104K -$494 -16 -0.5%
SBSB
407
Sullivan, Bruyette, Speros & Blaney
Virginia
$104K – – –
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$103K -$27.2K -882 -21%
AIM
409
Aigen Investment Management
New York
$95K +$95.5K +3,094 New
PAM
410
Paradigm Asset Management
New York
$93.3K +$93.8K +3,038 New
LS
411
Livforsakringsbolaget Skandia
Sweden
$91K – – –
CFG
412
Citizens Financial Group
Rhode Island
$90K – – –
Federated Hermes
413
Federated Hermes
Pennsylvania
$88K -$2.97M -96,159 -97%
HWA
414
Heritage Wealth Advisors
Virginia
$88K – – –
US Bancorp
415
US Bancorp
Minnesota
$83K +$19.4K +630 +30%
IUHSA
416
Itau Unibanco Holding S.A.
Brazil
$79K +$79.5K +2,574 New
Twin Tree Management
417
Twin Tree Management
Texas
$70K +$70.5K +2,284 New
APA
418
American Portfolios Advisors
New York
$65.6K +$4.82K +156 +8%
EP
419
Eudaimonia Partners
Tennessee
$65K +$65.7K +2,129 New
CIA
420
CSat Investment Advisory
Michigan
$62K +$37.1K +1,203 +149%
S
421
SignatureFD
Georgia
$58K +$6.2K +201 +12%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
GWM
423
Geneos Wealth Management
Colorado
$53K +$679 +22 +1%
SJIM
424
St. Johns Investment Management
Florida
$52K – – –
WTC
425
WhitTier Trust Company
Nevada
$52K – – –
15 16
17
18 19

WRB Hedge Fund Activity: Q4 2019 in Review

492 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2019, worth a combined $8.94B — down 4.4% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WRB positions and 39 closed out — a net gain of 62 holders — while 143 added to existing stakes and 169 trimmed.

The largest buyer was Vanguard Group, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $288M.

  • 492 institutional investors held W.R. Berkley (WRB) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $8.94B of W.R. Berkley stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 101 funds opened new W.R. Berkley positions in Q4 2019 and 39 closed out, a net change of +62 holders.
  • The largest W.R. Berkley buyer in Q4 2019 was Vanguard Group, an estimated $163M added.
  • The largest W.R. Berkley seller in Q4 2019 was BlackRock, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2019.