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W.R. Berkley
WRB

Overview Fund Activity

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M

Top Buyers

1
Millennium Management
Millennium Management
New York
$183M
2
Morgan Stanley
Morgan Stanley
New York
$736M
3
Deutsche Bank
Deutsche Bank
Germany
$85M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$74M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$399M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$90M
3
Man Group
Man Group
United Kingdom
$51.9M
4
SC
Samlyn Capital
New York
$0
5
Invesco
Invesco
Georgia
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
726
Cetera Advisors
Colorado
– -$410K -8,468 Closed
HW
727
Hamilton Wealth
California
– -$392K -8,096 Closed
BL
728
Balentine LLC
Georgia
– -$354K -7,308 Closed
ACM
729
Acrisure Capital Management
Texas
– -$346K -7,155 Closed
TNBTD
730
Trustmark National Bank Trust Department
Mississippi
– -$339K -7,007 Closed
OC
731
Oppenheimer & Co
New York
– -$327K -6,750 Closed
AAM
732
Aureus Asset Management
Massachusetts
– -$304K -6,293 Closed
SBIA
733
Sheaff Brock Investment Advisors
Indiana
– -$300K -6,200 Closed
EWM
734
Empirical Wealth Management
Washington
– -$295K -6,095 Closed
PCM
735
Presidio Capital Management
California
– -$283K -5,847 Closed
VRS
736
Virginia Retirement Systems
Virginia
– -$276K -5,700 Closed
TWM
737
Thrive Wealth Management
Pennsylvania
– -$265K -5,478 Closed
Koshinski Asset Management
738
Koshinski Asset Management
Illinois
– -$242K -5,000 Closed
CPC
739
Cookson Peirce & Co
Pennsylvania
– -$228K -4,713 Closed
JFL
740
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$226K -4,671 Closed
PCIA
741
Prime Capital Investment Advisors
Kansas
– -$225K -4,643 Closed
HKIMG
742
Hutchens & Kramer Investment Management Group
Indiana
– -$224K -4,637 Closed
EWM
743
Evercore Wealth Management
New York
– -$223K -4,613 Closed
FW
744
FirstPurpose Wealth
Utah
– -$223K -4,607 Closed
BBW
745
Blue Barn Wealth
Utah
– -$220K -4,556 Closed
PWS
746
Precision Wealth Strategies
Missouri
– -$219K -4,524 Closed
CIA
747
Capital Impact Advisors
Massachusetts
– -$216K -4,475 Closed
VVP
748
Venture Visionary Partners
Ohio
– -$214K -4,430 Closed
SSW
749
Smith Shellnut Wilson
Mississippi
– -$214K -4,419 Closed
DEA
750
DoubleLine ETF Adviser
Florida
– -$210K -4,332 Closed
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