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.

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 %
Brown Advisory
501
Brown Advisory
Maryland
$222K -$54.2K -1,366 -20%
CGL
502
Clarius Group LLC
Washington
$219K +$219K +5,505 New
CAMG
503
CWA Asset Management Group
Florida
$215K +$215K +5,427 New
GCMG
504
Gyroscope Capital Management Group
Florida
$214K +$214K +5,400 New
MGIA
505
Moneta Group Investment Advisors
Missouri
$212K +$212K +5,339 New
CCA
506
Checchi Capital Advisers
California
$211K -$9.81K -247 -4%
OCM
507
Osterweis Capital Management
California
$210K – – –
WPC
508
Wedmont Private Capital
Pennsylvania
$208K +$12.2K +311 +6%
CCWM
509
Cassaday & Co Wealth Management
Virginia
$203K – – –
CCA
510
Column Capital Advisors
Indiana
$203K +$13.3K +335 +7%
PWAC
511
Private Wealth Advisors (California)
California
$201K +$357 +9 +0.2%
SJIM
512
St. Johns Investment Management
Florida
$186K +$119K +3,000 +178%
VCM
513
Vigilant Capital Management
Maine
$185K +$80.4K +2,025 +77%
CI Investments Inc
514
CI Investments Inc
Ontario, Canada
$181K -$346K -8,721 -66%
FCA
515
FinTrust Capital Advisors
South Carolina
$178K – – –
HI
516
Horizon Investments
North Carolina
$174K -$36.8K -926 -17%
GWMIA
517
Global Wealth Management Investment Advisory
Florida
$172K +$172K +4,331 New
SOW
518
State of Wyoming
Wyoming
$170K -$125K -3,155 -42%
IHWM
519
Iron Horse Wealth Management
Iowa
$163K – – –
ODG
520
O'Dell Group
Ohio
$161K +$161K +4,050 New
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$156K +$9.53K +240 +6%
DGAM
522
Desjardins Global Asset Management
Quebec, Canada
$148K +$73.5K +1,852 +98%
CCM
523
Chilton Capital Management
Texas
$146K – – –
EAM
524
Erste Asset Management
Austria
$142K – – –
CFB
525
Cullen/Frost Bankers
Texas
$142K -$10.8K -273 -7%
19 20
21
22 23