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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.

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

Top Sellers

1
Invesco
1
Invesco
Georgia
$52.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$957M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$35.9M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
426
Parkside Financial Bank & Trust
Missouri
$4K – – –
SA
427
SRH Advisors
Kansas
$4K – – –
EI
428
Ellevest Inc
New York
$4K +$1.64K +60 +70%
VFA
429
Valeo Financial Advisors
Indiana
$4K +$4K +173 New
SPIA
430
Steward Partners Investment Advisory
New York
$3K – – –
BWA
431
BDO Wealth Advisors
Florida
$3K – – –
EARNEST Partners
432
EARNEST Partners
Georgia
$3K – – –
EWA
433
Evolution Wealth Advisors
Florida
$3K +$3K +117 New
AIM
434
Anchor Investment Management
South Carolina
$2.06K – – –
PAI
435
Pittenger & Anderson Inc
Nebraska
$2K – – –
CCM
436
Copeland Capital Management
Pennsylvania
$2K – – –
CFFP
437
Center for Financial Planning
Michigan
$2K – – –
AWM
438
Apollon Wealth Management
South Carolina
$2K +$2K +81 New
WT
439
Whittier Trust
California
$1K – – –
CMBA
440
C.M. Bidwell & Associates
Hawaii
$1K – – –
TCM
441
Tradewinds Capital Management
Washington
$1K – – –
GWS
442
Glassman Wealth Services
Virginia
$1K +$1K +27 New
LC
443
Lindbrook Capital
California
$1K +$1K +27 New
ED
444
Exane Derivatives
France
$172 – – –
GC
445
Gillson Capital
Illinois
– -$12M -516,629 Closed
Bank of Nova Scotia
446
Bank of Nova Scotia
Ontario, Canada
– -$11.3M -488,817 Closed
Korea Investment Corp
447
Korea Investment Corp
South Korea
– -$11.1M -477,450 Closed
UIM
448
USS Investment Management
United Kingdom
– -$7.75M -334,010 Closed
WG
449
Winton Group
United Kingdom
– -$6.08M -262,139 Closed
BL
450
BFSG LLC
California
– -$3.37M -145,530 Closed
16 17
18
19 20