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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 %
Aberdeen Group
176
Aberdeen Group
United Kingdom
$4.13M 69,277 -7,085 -9%
LPL Financial
177
LPL Financial
California
$4.12M 69,157 +2,519 +4%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$3.89M 65,358 +747 +1%
Rafferty Asset Management
179
Rafferty Asset Management
New York
$3.84M 64,437 -4,214 -6%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$3.83M 64,238 +23,088 +56%
GI
181
GAMCO Investors
Connecticut
$3.71M 62,334 -593 -0.9%
TA
182
Townsend & Associates
Colorado
$3.71M 61,089 +28,385 +87%
MA
183
Montag & Associates
Georgia
$3.71M 62,240 -630 -1%
GW
184
GW & Wade
Massachusetts
$3.69M 61,917 +118 +0.2%
ProShare Advisors
185
ProShare Advisors
Maryland
$3.66M 61,406 -2,176 -3%
OQS
186
Occudo Quantitative Strategies
Florida
$3.56M 59,852 -48,439 -45%
Jane Street
187
Jane Street
New York
$3.5M 58,744 -12,438 -17%
PI
188
PGGM Investments
Netherlands
$3.48M 58,456 -4,208 -7%
JAM
189
Jupiter Asset Management
United Kingdom
$3.47M 58,261 +58,261 New
ASRS
190
Arizona State Retirement System
Arizona
$3.43M 57,517 -4,228 -7%
AIG
191
American International Group
New York
$3.31M 55,657 -4,810 -8%
SIP
192
Stoneridge Investment Partners
Pennsylvania
$3.31M 55,497 +11,729 +27%
SOMRS
193
State of Michigan Retirement System
Michigan
$3.29M 55,246 -700 -1%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$3.24M 54,472 +2,679 +5%
Verition Fund Management
195
Verition Fund Management
Connecticut
$3.21M 53,905 -111,911 -67%
PMEF
196
Point72 Middle East FZE
United Arab Emirates
$3.15M 52,939 +30,859 +140%
AB
197
Amalgamated Bank
New York
$3.13M 52,507 -2,322 -4%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$3.12M 52,427 -1,272 -2%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$3.12M 52,402 -1,027 -2%
BCFS
200
Butensky & Cohen Financial Security
Florida
$3.09M 51,840 +1,778 +4%
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