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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 %
GC
726
Globeflex Capital
California
– – -2,106 Closed
SS
727
Sunbelt Securities
Texas
– – -1,362 Closed
AAS
728
Ameritas Advisory Services
Nebraska
– – -1,315 Closed
BA
729
Bellwether Advisors
Nebraska
– – -1,026 Closed
EI
730
Ellevest Inc
New York
– – -851 Closed
TFP
731
Tilia Fiduciary Partners
North Carolina
– – -394 Closed
UFF
732
USA Financial Formulas
Michigan
– – -343 Closed
CIA
733
Cape Investment Advisory
Georgia
– – -253 Closed
JIR
734
James Investment Research
Ohio
– – -235 Closed
FCA
735
Fortis Capital Advisors
Kansas
– – -212 Closed
TH
736
TCTC Holdings
Texas
– – -200 Closed
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
– – -200 Closed
TFM
738
TFC Financial Management
Massachusetts
– – -192 Closed
CWC
739
Carolinas Wealth Consulting
North Carolina
– – -163 Closed
SFG
740
Steward Financial Group
Texas
– – -118 Closed
TAM
741
Tucker Asset Management
Colorado
– – -100 Closed
SC
742
Schubert & Co
Texas
– – -62 Closed
WTA
743
Washington Trust Advisors
Massachusetts
– – -61 Closed
VFA
744
Values First Advisors
Tennessee
– – -39 Closed
KFP
745
KB Financial Partners
New Jersey
– – -26 Closed
BIA
746
Bell Investment Advisors
California
– – -17 Closed
TWA
747
TCI Wealth Advisors
Arizona
– – -9 Closed
RA
748
Rise Advisors
New York
– – -6 Closed
CAC
749
Core Alternative Capital
Georgia
– – -6 Closed
Group One Trading
750
Group One Trading
Illinois
– – – –
27 28 29
30
31