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W.R. Berkley
WRB

Overview Fund Activity

489 hedge funds and large institutions have $8.93B invested in W.R. Berkley in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 141 increasing their positions, 169 reducing their positions, and 39 closing their positions.

Holders
489
Holders Change
+51
Holders Change %
+11.64%
% of All Funds
9.66%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
100
Increased
141
Reduced
169
Closed
39
Calls
$1.72M
Puts
$1.96M
Net Calls
-$242K
Net Calls Change
-$421K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B
2
State Street
2
State Street
Massachusetts
$569M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$189M
4
Millennium Management
4
Millennium Management
New York
$105M
5
MAM
5
Madison Asset Management
Wisconsin
$45.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.1B
2
Boston Partners
2
Boston Partners
Massachusetts
$82.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$151M
4
Victory Capital Management
4
Victory Capital Management
Texas
$166M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$82.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
426
Carroll Financial Associates
North Carolina
$41K 600 – –
ADL
427
Asset Dedication LLC
California
$40K 573 +2 +0.4%
AF
428
Allworth Financial
California
$36K 525 – –
BFC
429
Bedel Financial Consulting
Indiana
$33K 481 +7 +1%
PB
430
Pinnacle Bancorp
Nebraska
$32K 465 +25 +6%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$32K 470 +32 +7%
SNT
432
Security National Trust
West Virginia
$32K 456 +456 New
GLI
433
Guardian Life Insurance
New York
$30K 427 +427 New
BBHC
434
Brown Brothers Harriman & Co
New York
$29K 426 – –
BFEC
435
Benjamin F. Edwards & Company
Missouri
$28K 404 -206 -34%
HNB
436
Huntington National Bank
Ohio
$27K 393 – –
GAM
437
Gemmer Asset Management
California
$25K 355 – –
SPIA
438
Steward Partners Investment Advisory
New York
$22K 329 – –
ST
439
Sageworth Trust
Pennsylvania
$21K 300 – –
TC
440
Trust Company
Kansas
$20K 292 – –
CHAM
441
Clear Harbor Asset Management
Connecticut
$19.7K 285 +285 New
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$17K 250 -50 -17%
PA
443
Parallel Advisors
California
$17K 251 – –
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K 225 – –
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K 189 – –
LC
446
Lindbrook Capital
California
$12K 174 +21 +14%
FIB
447
First Interstate Bank
Montana
$11K 157 – –
VRM
448
Vectors Research Management
New York
$10K 150 – –
LWM
449
Lenox Wealth Management
Ohio
$10K 150 – –
HWM
450
Howard Wealth Management
Connecticut
$10K 150 +150 New
16 17
18
19 20