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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
10.29%
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 %
AWS
701
Atria Wealth Solutions
New York
– – -7,168 Closed
MM
702
MQS Management
New York
– – -6,890 Closed
CCI
703
Credit Capital Investments
New Jersey
– – -6,692 Closed
HIM
704
Hillsdale Investment Management
Ontario, Canada
– – -6,650 Closed
RCA
705
Ranch Capital Advisors
Florida
– – -6,317 Closed
BHCM
706
Boulder Hill Capital Management
New York
– – -6,300 Closed
TPM
707
Triasima Portfolio Management
Quebec, Canada
– – -5,410 Closed
MFS
708
Mirabella Financial Services
United Kingdom
– – -5,241 Closed
NRD
709
Nebula Research & Development
New York
– – -5,134 Closed
CAAS
710
Capital Asset Advisory Services
Michigan
– – -5,027 Closed
IC
711
IEQ Capital
California
– – -4,866 Closed
I
712
InceptionR
California
– – -4,862 Closed
PRC
713
Pearl River Capital
Michigan
– – -4,589 Closed
ALAM
714
Asahi Life Asset Management
Japan
– – -4,370 Closed
KWM
715
Kingsview Wealth Management
Oregon
– – -4,363 Closed
GVAG
716
Great Valley Advisor Group
Delaware
– – -4,132 Closed
CG
717
Caprock Group
Idaho
– – -3,960 Closed
AA
718
AlphaCentric Advisors
Puerto Rico
– – -3,790 Closed
DWP
719
Destiny Wealth Partners
Florida
– – -3,759 Closed
IA
720
IFG Advisory
Georgia
– – -3,636 Closed
PCI
721
Planning Center Inc
Illinois
– – -3,373 Closed
AIM
722
AMI Investment Management
Indiana
– – -3,275 Closed
CFA
723
CWS Financial Advisors
Michigan
– – -3,263 Closed
TB
724
Treynor Bancshares
Iowa
– – -3,245 Closed
ISL
725
Ingalls & Snyder LLC
New York
– – -3,243 Closed
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