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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 %
MA
626
MCF Advisors
Kentucky
$3.1K 52 – –
SIA
627
SkyView Investment Advisors
New Jersey
$3K 52 +27 +108%
RFG
628
RFP Financial Group
Georgia
$2.98K 50 – –
MCM
629
MV Capital Management
Maryland
$2.8K 47 +18 +62%
BCMLT
630
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.61K 44 – –
WWP
631
WR Wealth Planners
Missouri
$2.38K 40 +40 New
TCM
632
Tradewinds Capital Management
Washington
$2.25K 38 – –
FMP
633
Financial Management Professionals
Texas
$2K 30 -46 -61%
DI
634
Disciplined Investments
Oklahoma
$1.91K 32 -2 -6%
SIC
635
SJS Investment Consulting
Ohio
$1.85K 31 +13 +72%
AP
636
Arlington Partners
Alabama
$1.85K 31 – –
CMBA
637
C.M. Bidwell & Associates
Hawaii
$1.61K 27 – –
MTIC
638
Missouri Trust & Investment Company
Missouri
$1.43K 24 +24 New
BAAM
639
Baker Avenue Asset Management
California
$1.37K 23 +8 +53%
GI
640
Gradient Investments
Minnesota
$1.31K 22 -9 -29%
GKIM
641
GW&K Investment Management
Massachusetts
$1K 12 +12 New
BG
642
Bollard Group
Massachusetts
$1K 15 +15 New
JGIA
643
Jackson Grant Investment Advisers
Connecticut
$953 16 – –
MHR
644
Matthew Hamilton Rosenberg
$953 16 – –
FGAM
645
Financial Gravity Asset Management
Texas
$726 60 +60 New
MCM
646
Manchester Capital Management
Vermont
$477 8 -11 -58%
BF
647
BOK Financial
Oklahoma
$476 8 -30 -79%
TWP
648
TFO Wealth Partners
Ohio
$476 8 – –
JWM
649
Janiczek Wealth Management
Colorado
$298 5 +5 New
Comerica Bank
650
Comerica Bank
Texas
$246 210,020 +210,020 New
24 25
26
27 28