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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 %
WorldQuant Millennium Advisors
51
WorldQuant Millennium Advisors
New York
$36.5M 613,412 +84,384 +16%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$33.8M 567,769 -1,455,580 -72%
B
53
BloombergSen
Ontario, Canada
$33.3M 559,596 -517,740 -48%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$33.2M 557,973 -113,061 -17%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$32.5M 546,488 +132,242 +32%
SBH
56
Segall Bryant & Hamill
Illinois
$32.5M 546,233 +96,858 +22%
UBS Group
57
UBS Group
Switzerland
$30.1M 505,432 +114,931 +29%
Renaissance Technologies
58
Renaissance Technologies
New York
$29.2M 489,820 -356,170 -42%
Toronto Dominion Bank
59
Toronto Dominion Bank
Ontario, Canada
$28.5M 478,649 +348,222 +267%
Man Group
60
Man Group
United Kingdom
$27.5M 462,183 +462,183 New
Stifel Financial
61
Stifel Financial
Missouri
$27.2M 456,433 -19,761 -4%
NI
62
Nuance Investments
Missouri
$26.8M 450,319 +450,319 New
DP
63
Dundas Partners
United Kingdom
$26.6M 447,357 – –
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$26.6M 447,147 +10,891 +2%
MAA
65
Mraz Amerine & Associates
California
$24.8M 416,030 +18,746 +5%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$24.6M 413,355 +21,500 +5%
BIP
67
Brandes Investment Partners
California
$24.4M 409,372 +325,856 +390%
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.2M 406,286 +302,363 +291%
Fidelity International
69
Fidelity International
Bermuda
$23.9M 401,882 -64,750 -14%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$23.2M 390,347 -10,232 -3%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$22.5M 377,989 +242,026 +178%
Citigroup
72
Citigroup
New York
$21.9M 367,953 -1,954,207 -84%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$21.8M 365,681 -35,774 -9%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$21.3M 358,107 -370,720 -51%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$20.6M 345,100 -3,088 -0.9%
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