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W.R. Berkley

506 hedge funds and large institutions have $9.36B invested in W.R. Berkley in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 182 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

54% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $3.1M

14% more capital invested

Capital invested by funds: $8.18B → $9.36B (+$1.17B)

12% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 58

2.24% more ownership

Funds ownership: 155.84%158.08% (+2.2%)

0% more funds holding

Funds holding: 504506 (+2)

9% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 182

Holders
506
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.88%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
65
Increased
166
Reduced
182
Closed
58
Calls
$4.77M
Puts
$3.1M
Net Calls
+$1.67M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B -$14.9M -483,827 -1%
BlackRock
2
BlackRock
New York
$726M +$6.75M +218,749 +1%
ACM
3
Atlanta Capital Management
Georgia
$718M -$37.8M -1,224,015 -5%
State Street
4
State Street
Massachusetts
$530M +$16.7M +542,160 +4%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$499M +$1.22M +39,535 +0.3%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$377M -$48.4M -1,567,656 -12%
Victory Capital Management
7
Victory Capital Management
Texas
$364M +$33.6M +1,088,262 +11%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$296M +$37.8M +1,225,462 +16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$206M +$1.69M +54,722 +0.9%
Citigroup
10
Citigroup
New York
$168M +$2.3M +74,461 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$165M -$1.52M -49,170 -1%
Goldman Sachs
12
Goldman Sachs
New York
$150M +$118M +3,839,600 +592%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$136M -$7.23M -234,380 -5%
APG Asset Management
14
APG Asset Management
Netherlands
$136M -$6.48M -209,972 -4%
Northern Trust
15
Northern Trust
Illinois
$117M -$10.5M -338,830 -9%
Citadel Advisors
16
Citadel Advisors
Florida
$116M -$32M -1,038,076 -23%
B
17
BloombergSen
Ontario, Canada
$111M +$4.06M +131,548 +4%
SC
18
Samlyn Capital
New York
$108M -$17.4M -562,581 -15%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$107M +$5.65M +183,310 +6%
MNG
20
Manning & Napier Group
New York
$105M +$1.65M +53,622 +2%
PCH
21
Polar Capital Holdings
United Kingdom
$98M
Norges Bank
22
Norges Bank
Norway
$97.3M -$4.01M -130,068 -4%
Capital World Investors
23
Capital World Investors
California
$90.7M +$83.5M +2,708,305 New
Invesco
24
Invesco
Georgia
$89.5M +$2.77M +89,883 +3%
Wells Fargo
25
Wells Fargo
California
$88M +$1.25M +40,512 +2%

WRB Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q1 2021, worth a combined $9.36B — up 14% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WRB positions and 58 closed out — a net gain of 7 holders — while 166 added to existing stakes and 182 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $118M. The largest seller was First Eagle Investment Management, cutting an estimated $48.4M.

  • 506 institutional investors held W.R. Berkley (WRB) as of Q1 2021, up from 504 in Q4 2020.
  • Funds reported $9.36B of W.R. Berkley stock for Q1 2021, up 14% quarter-over-quarter.
  • 65 funds opened new W.R. Berkley positions in Q1 2021 and 58 closed out, a net change of +7 holders.
  • The largest W.R. Berkley buyer in Q1 2021 was Goldman Sachs, an estimated $118M added.
  • The largest W.R. Berkley seller in Q1 2021 was First Eagle Investment Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q1 2021.