WRB icon

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 %
ERIM
476
Eagle Ridge Investment Management
Connecticut
$267K – – –
Simplex Trading
477
Simplex Trading
Illinois
$264K +$264K +6,660 New
TMAM
478
Tokio Marine Asset Management
Japan
$258K +$9.09K +229 +4%
MRCM
479
M&R Capital Management
New Jersey
$255K – – –
CT
480
Coastline Trust
Rhode Island
$254K -$147K -3,708 -37%
SEC
481
Seven Eight Capital
New York
$246K -$41.2K -1,038 -14%
CCP
482
Carmel Capital Partners
California
$246K -$71.5K -1,800 -23%
SWS
483
SYSTM Wealth Solutions
Illinois
$246K +$246K +6,185 New
SAM
484
Silvercrest Asset Management
New York
$243K – – –
GAM
485
Gotham Asset Management
New York
$241K -$186K -4,681 -44%
CHAM
486
Clear Harbor Asset Management
Connecticut
$240K +$240K +6,048 New
AC
487
Avestar Capital
New York
$239K +$239K +6,023 New
ESCM
488
Echo Street Capital Management
New York
$238K -$577K -14,534 -71%
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$236K -$178K -4,472 -43%
AWM
490
Axxcess Wealth Management
California
$235K -$220K -5,550 -48%
CCM
491
Coldstream Capital Management
Washington
$235K -$21.8K -549 -8%
IWM
492
IHT Wealth Management
Illinois
$235K +$235K +5,912 New
PFS
493
Prospera Financial Services
Texas
$234K +$8.67K +218 +4%
AT
494
American Trust
Kentucky
$232K -$25.5K -641 -10%
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$232K -$16.2K -408 -7%
QCM
496
Quantinno Capital Management
New York
$231K -$13.7K -345 -6%
GCM
497
Graham Capital Management
Connecticut
$229K -$18M -453,084 -99%
VIA
498
Vident Investment Advisory
Georgia
$228K -$509K -12,795 -69%
EIP
499
Epoch Investment Partners
New York
$228K – – –
LFAS
500
Level Four Advisory Services
Texas
$224K -$5.96K -150 -3%
18 19
20
21 22