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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PAI
526
Pittenger & Anderson Inc
Nebraska
$141K 2,375 +2,235 +1,596%
S
527
SignatureFD
Georgia
$139K 2,326 +294 +14%
PCM
528
Penserra Capital Management
California
$135K 2,306 +1,256 +120%
FDCDDQ
529
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K 2,208 -5,820 -72%
IA
530
IFP Advisors
Florida
$130K 2,180 -124 -5%
CMF
531
Counterpoint Mutual Funds
California
$126K 2,110 +2,110 New
BAMF
532
BI Asset Management Fondsmaeglerselskab
Denmark
$123K 2,065 -2,976 -59%
Bessemer Group
533
Bessemer Group
New Jersey
$122K 2,033 +1,473 +263%
WT
534
Whittier Trust
California
$119K 1,991 -22 -1%
EBA
535
Eagle Bay Advisors
New York
$118K 1,983 -183 -8%
HWA
536
Heritage Wealth Advisors
Virginia
$114K 1,909 – –
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K 1,765 +1,765 New
NA
538
NewEdge Advisors
Louisiana
$100K 1,686 +36 +2%
QCG
539
Quadrant Capital Group
Ohio
$96.8K 1,625 +82 +5%
PI
540
PineBridge Investments
New York
$96.8K 1,625 +1,263 +349%
UM
541
UniSuper Management
Australia
$89.3K 1,500 +1,500 New
KI
542
Kapitalo Investimentos
Brazil
$88.2K 1,481 +1,481 New
SIM
543
Sentry Investment Management
Wisconsin
$80K 1,342 – –
CT
544
Cambridge Trust
Massachusetts
$77.4K 1,300 – –
Acadian Asset Management
545
Acadian Asset Management
Massachusetts
$77K 1,310 – –
C
546
Covestor
United Kingdom
$75K 1,260 +450 +56%
JWA
547
JFS Wealth Advisors
Pennsylvania
$72.9K 1,224 -16 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
548
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$65.6K 1,102 -380,097 -100%
CFGS
549
Concourse Financial Group Securities
Alabama
$65.1K 1,093 -274 -20%
TWM
550
Tradition Wealth Management
Minnesota
$65K 1,093 +5 +0.5%
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