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W.R. Berkley
WRB

Overview Fund Activity

520 hedge funds and large institutions have $9.05B invested in W.R. Berkley in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
175
Reduced
170
Closed
39
Calls
$4.22M
Puts
$3.23M
Net Calls
+$990K
Net Calls Change
-$675K

Top Buyers

1
Millennium Management
Millennium Management
New York
$66.7M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$327M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.3M
4
BlackRock
BlackRock
New York
$739M
5
Renaissance Technologies
Renaissance Technologies
New York
$34.5M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$0
2
Citadel Advisors
Citadel Advisors
Florida
$49.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Swiss National Bank
Swiss National Bank
Switzerland
$43.1M
5
SC
Samlyn Capital
New York
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
451
Gemmer Asset Management
California
$26K – – –
CWA
452
Clearview Wealth Advisors
Oregon
$26K – – –
BEI
453
Benjamin Edwards Inc
Missouri
$25K +$25K +749 New
First Manhattan
454
First Manhattan
New York
$24K – – –
Bessemer Group
455
Bessemer Group
New Jersey
$24K +$1.07K +33 +5%
HNB
456
Huntington National Bank
Ohio
$23K +$7.95K +245 +53%
RCA
457
Ranch Capital Advisors
Florida
$22K -$22K -675 Closed
TC
458
Trust Company
Kansas
$22K – – –
HC
459
Hoese & Co
Minnesota
$22K +$22K +675 New
S
460
SignatureFD
Georgia
$20K -$537 -16 -3%
CI
461
CX Institutional
Indiana
$19K +$1.36K +40 +8%
PA
462
Parallel Advisors
California
$18K +$3.92K +119 +28%
LPWM
463
Lake Point Wealth Management
Texas
$18K +$18K +540 New
FI
464
FormulaFolio Investments
Michigan
$17K – – –
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$17K +$1.19K +36 +8%
FPS
466
Fieldpoint Private Securities
Connecticut
$15K – – –
TFO
467
Tarbox Family Office
California
$15K – – –
BWL
468
Bogart Wealth LLC
Virginia
$13K – – –
PWMG
469
Prestige Wealth Management Group
New Jersey
$13K – – –
CAGAS
470
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
SPIA
471
Steward Partners Investment Advisory
New York
$11K +$2.43K +72 +28%
SIM
472
Sentry Investment Management
Wisconsin
$10K -$94.6K -2,896 -90%
SL
473
Savior LLC
Massachusetts
$10K – – –
MCM
474
Manchester Capital Management
Vermont
$10K +$10K +290 New
SWM
475
Spire Wealth Management
Virginia
$9K -$73.4K -2,145 -89%
17 18
19
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