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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
VI
426
Versor Investments
New York
$388K -$446K -11,226 -53%
AWM
427
AE Wealth Management
Kansas
$385K +$38.5K +969 +11%
DC
428
Davenport & Co
Virginia
$384K +$20.2K +509 +6%
CCA
429
Cobblestone Capital Advisors
New York
$382K – – –
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$377K -$3.97K -100 -1%
TW
431
TrinityPoint Wealth
Connecticut
$374K – – –
GCM
432
Gallacher Capital Management
Colorado
$370K +$370K +9,314 New
FWIA
433
Fort Washington Investment Advisors
Ohio
$366K – – –
EF
434
Empirical Finance
Pennsylvania
$364K +$43.2K +1,087 +13%
FFM
435
Forum Financial Management
Illinois
$361K – – –
CIA
436
Citadel Investment Advisory
Ohio
$361K -$26.8K -675 -7%
LNC
437
Lincoln National Corp
Pennsylvania
$359K +$8.34K +210 +2%
HH
438
Hilltop Holdings
Texas
$355K +$355K +8,939 New
SCA
439
Snowden Capital Advisors
New York
$353K +$1.71K +43 +0.5%
MPCG
440
Matrix Private Capital Group
New York
$353K – – –
KAS
441
Kestra Advisory Services
Texas
$351K -$53.4K -1,344 -13%
PFO
442
Pathstone Family Office
New Jersey
$347K +$93.8K +2,362 +37%
OIA
443
OneDigital Investment Advisors
Kansas
$345K +$18.8K +474 +6%
Wealthfront Advisers
444
Wealthfront Advisers
California
$336K -$10.7K -269 -3%
CA
445
CoreCap Advisors
Michigan
$335K +$335K +8,427 New
ATC
446
Argent Trust Co
Tennessee
$333K – – –
GT
447
Glenmede Trust
Pennsylvania
$331K – – –
PTC
448
Private Trust Company
Ohio
$330K -$119 -3 -0%
WA
449
Wealth Alliance
New York
$328K +$80K +2,016 +32%
EWA
450
EverSource Wealth Advisors
Alabama
$328K -$20.2K -508 -6%
16 17
18
19 20