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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 %
QT
451
Quantamental Technologies
New York
$321K -$214K -5,382 -40%
RWM
452
Ritholtz Wealth Management
New York
$321K -$146K -3,681 -31%
AIC
453
Argus Investors Counsel
New York
$321K +$40 +1 +0%
Federated Hermes
454
Federated Hermes
Pennsylvania
$312K -$21.5M -540,518 -99%
William Blair & Company
455
William Blair & Company
Illinois
$311K +$13.6K +342 +5%
AA
456
ALPS Advisors
Colorado
$302K +$2.38K +60 +0.8%
BFS
457
Bard Financial Services
Connecticut
$301K – – –
TCM
458
Tufton Capital Management
Maryland
$298K -$72.9K -1,835 -20%
SCA
459
Sage Capital Advisors
South Dakota
$298K – – –
VI
460
Vestcor Inc
New Brunswick, Canada
$297K -$884K -22,274 -75%
FA
461
Fiduciary Alliance
South Carolina
$296K +$21.5K +542 +8%
BMSSC
462
B. Metzler seel. Sohn & Co
Germany
$294K – – –
Baird Financial Group
463
Baird Financial Group
Wisconsin
$293K -$282K -7,094 -49%
WAOI
464
Wealth Advisors of Iowa
Iowa
$292K – – –
KeyBank National Association
465
KeyBank National Association
Ohio
$291K +$53.4K +1,344 +22%
GLR
466
Great Lakes Retirement
Ohio
$288K -$2.98K -75 -1%
ACA
467
Aptus Capital Advisors
Alabama
$280K -$913 -23 -0.3%
GCWM
468
Graham Capital Wealth Management
District of Columbia
$279K +$279K +7,028 New
AWM
469
Avior Wealth Management
Nebraska
$277K +$477 +12 +0.2%
RBC
470
Romano Brothers & Co
Illinois
$275K – – –
BWM
471
Baron Wealth Management
Michigan
$274K +$23.6K +594 +9%
ST
472
Somerset Trust
Pennsylvania
$269K -$1.31K -33 -0.5%
DI
473
Diligent Investors
California
$268K – – –
BCV
474
Banque Cantonale Vaudoise
Switzerland
$268K -$297K -7,500 -53%
SIA
475
Schechter Investment Advisors
Michigan
$267K -$8.74K -220 -3%
17 18
19
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