W.R. Berkley
WRB
657 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, 222 increasing their positions, 265 reducing their positions, and 98 closing their positions.
3% less ownership
Funds ownership: 103.13% → 100.13% (-3%)
5% less funds holding
Funds holding: 689 → 657 (-32)
8% less capital invested
Capital invested by funds: $11.2B → $10.3B (-$878M)
16% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 265
25% less call options, than puts
Call options by funds: $3.67M | Put options by funds: $4.88M
30% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 98
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$81M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$77.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$43.3M |
| 4 |
Morgan Stanley
New York
|
+$41.9M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$38.8M |
Top Sellers
| 1 |
Capital World Investors
Los Angeles,
California
|
-$138M |
| 2 |
Citigroup
New York
|
-$115M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$85.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$74.2M |
| 5 |
First Eagle Investment Management
New York
|
-$65.5M |
WRB Hedge Fund Activity: Q2 2023 in Review
657 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q2 2023, worth a combined $10.3B — down 7.8% from $11.2B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of WRB and 69 opened new positions — a net loss of 29 holders — while 265 trimmed existing stakes and 222 added.
The largest buyer was JP Morgan Chase, adding an estimated $81M. The largest seller was Capital World Investors, exiting entirely with an estimated $138M sold.
- 657 institutional investors held W.R. Berkley (WRB) as of Q2 2023, down from 689 in Q1 2023.
- Funds reported $10.3B of W.R. Berkley stock for Q2 2023, down 7.8% quarter-over-quarter.
- 69 funds opened new W.R. Berkley positions in Q2 2023 and 98 closed out, a net change of -29 holders.
- The largest W.R. Berkley buyer in Q2 2023 was JP Morgan Chase, an estimated $81M added.
- The largest W.R. Berkley seller in Q2 2023 was Capital World Investors, an estimated $138M sold.
Based on aggregated 13F filings for Q2 2023.