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W.R. Berkley
WRB

492 hedge funds and large institutions have $8.94B invested in W.R. Berkley in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 143 increasing their positions, 169 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more funds holding

Funds holding: 440 → 492 (+52)

0.41% less ownership

Funds ownership: 159.13% → 158.72% (-0.41%)

4% less capital invested

Capital invested by funds: $9.35B → $8.94B (-$411M)

12% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.96M

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 169

Holders
492
Holders Change
+52
Holders Change %
+11.82%
% of All Funds
9.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
101
Increased
143
Reduced
169
Closed
39
Calls
$1.72M
Puts
$1.96M
Net Calls
-$242K
Net Calls Change
-$421K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$163M
2
State Street
State Street
Massachusetts
+$112M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$65.3M
4
Millennium Management
Millennium Management
New York
+$50.4M
5
N
Nuveen
North Carolina
+$37.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$288M
2
Boston Partners
Boston Partners
Massachusetts
-$66.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$61.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B +$163M +5,283,772 +15%
BlackRock
2
BlackRock
New York
$1.1B -$288M -9,321,720 -21%
ACM
3
Atlanta Capital Management
Georgia
$705M -$975K -31,579 -0.1%
State Street
4
State Street
Massachusetts
$569M +$112M +3,641,755 +24%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$498M +$2.08M +67,468 +0.4%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$474M -$34.6M -1,120,133 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$189M +$65.3M +2,116,274 +53%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$173M -$6.09M -197,235 -3%
Victory Capital Management
9
Victory Capital Management
Texas
$166M -$43.4M -1,405,757 -21%
JP Morgan Chase
10
JP Morgan Chase
New York
$151M -$61.9M -2,005,431 -29%
Citigroup
11
Citigroup
New York
$150M -$5.49M -178,000 -4%
APG Asset Management
12
APG Asset Management
Netherlands
$117M +$13.6M +440,332 +11%
Northern Trust
13
Northern Trust
Illinois
$117M +$345K +11,164 +0.3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$107M -$9.49M -307,444 -8%
Millennium Management
15
Millennium Management
New York
$105M +$50.4M +1,634,213 +91%
Invesco
16
Invesco
Georgia
$104M -$13.6M -440,021 -11%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$97.9M +$5.62M +182,115 +6%
Norges Bank
18
Norges Bank
Norway
$97M – – –
FMI
19
Fiduciary Management Inc
Wisconsin
$89.6M -$737K -23,886 -0.8%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$84M -$1.65M -53,550 -2%
Bank of America
21
Bank of America
North Carolina
$83.5M -$146K -4,725 -0.2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$82.8M -$37M -1,200,044 -31%
Boston Partners
23
Boston Partners
Massachusetts
$82.2M -$66.1M -2,142,052 -44%
PC
24
Polar Capital
United Kingdom
$82.1M -$3.47M -112,500 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$78.7M -$287K -9,299 -0.4%
1
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WRB Hedge Fund Activity: Q4 2019 in Review

492 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2019, worth a combined $8.94B — down 4.4% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WRB positions and 39 closed out — a net gain of 62 holders — while 143 added to existing stakes and 169 trimmed.

The largest buyer was Vanguard Group, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $288M.

  • 492 institutional investors held W.R. Berkley (WRB) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $8.94B of W.R. Berkley stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 101 funds opened new W.R. Berkley positions in Q4 2019 and 39 closed out, a net change of +62 holders.
  • The largest W.R. Berkley buyer in Q4 2019 was Vanguard Group, an estimated $163M added.
  • The largest W.R. Berkley seller in Q4 2019 was BlackRock, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2019.