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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$183M
2
Invesco
Invesco
Georgia
$339M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.71B
5
CF
Cantor Fitzgerald
New York
$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
$0
2
Victory Capital Management
Victory Capital Management
Texas
$365M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$312M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$640M
5
ACM
Atlanta Capital Management
Georgia
$613M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gotham Asset Management
New York
$3.35M +$1.32M +28,981 +65%
NVIM
202
New Vernon Investment Management
Illinois
$3.32M -$3.08M -67,688 -48%
AMG
203
Asset Management Group
Connecticut
$3.31M – – –
Korea Investment Corp
204
Korea Investment Corp
South Korea
$3.3M +$3.3M +72,578 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
205
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.28M -$3.07M -67,380 -48%
BCFS
206
Butensky & Cohen Financial Security
Florida
$3.26M -$145K -3,183 -4%
SC
207
Sepio Capital
Utah
$3.25M -$132K -2,901 -4%
CWM
208
CIBC World Markets
New York
$3.22M -$135K -2,958 -4%
BAM
209
Belpointe Asset Management
Nevada
$3.2M +$391K +8,586 +14%
HF
210
HRT Financial
New York
$3.14M +$3.14M +69,054 New
TC
211
TownSquare Capital
Utah
$3.13M +$440K +9,675 +16%
TVWM
212
Tower View Wealth Management
Wisconsin
$3.12M +$3.12M +68,631 New
YCM
213
Yousif Capital Management
Michigan
$3.1M +$765K +16,802 +33%
TPM
214
Triasima Portfolio Management
Quebec, Canada
$3.01M +$3.01M +66,173 New
MLM
215
Mount Lucas Management
Pennsylvania
$2.97M +$2.97M +65,265 New
Adage Capital Partners
216
Adage Capital Partners
Massachusetts
$2.95M -$6.87M -150,900 -70%
PAM
217
Panagora Asset Management
Massachusetts
$2.9M -$46 -1 -0%
AIM
218
Achmea Investment Management
Netherlands
$2.87M +$1.12M +24,509 +64%
MG
219
Markel Group
Virginia
$2.77M – – –
GWCM
220
Godshalk Welsh Capital Management
Pennsylvania
$2.74M -$91.9K -2,019 -3%
EGI
221
EAM Global Investors
California
$2.72M – – –
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.69M -$35.2K -773 -1%
IG
223
ING Group
Netherlands
$2.69M +$1.58M +34,740 +142%
OPERF
224
Oregon Public Employees Retirement Fund
Oregon
$2.65M +$1.51M +33,240 +133%
BBVA
225
Banco Bilbao Vizcaya Argentaria
Spain
$2.62M +$2.3M +50,588 +733%
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