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W.R. Berkley
WRB

Overview Fund Activity

684 hedge funds and large institutions have $11.2B invested in W.R. Berkley in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 97 closing their positions.

Holders
684
Holders Change
-26
Holders Change %
-3.66%
% of All Funds
10.95%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
86
Increased
255
Reduced
244
Closed
97
Calls
$3.78M
Puts
$3.09M
Net Calls
+$697K
Net Calls Change
-$3.33M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$183M
2
Morgan Stanley
2
Morgan Stanley
New York
$736M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$74M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$35.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$399M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$90M
3
Man Group
3
Man Group
United Kingdom
$51.9M
4
SC
4
Samlyn Capital
New York
$0
5
Invesco
5
Invesco
Georgia
$230M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B 25,423,917 +23,361 +0.1%
BlackRock
2
BlackRock
New York
$894M 14,365,976 -1,005 -0%
Morgan Stanley
3
Morgan Stanley
New York
$736M 11,824,998 +925,905 +8%
State Street
4
State Street
Massachusetts
$640M 10,275,660 -444,156 -4%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$418M 6,714,303 -334,288 -5%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$399M 6,401,834 -1,968,006 -24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$280M 4,498,664 +7,621 +0.2%
Invesco
8
Invesco
Georgia
$230M 3,692,895 -1,105,387 -23%
Victory Capital Management
9
Victory Capital Management
Texas
$225M 3,620,336 -405,422 -10%
Millennium Management
10
Millennium Management
New York
$183M 2,940,926 +2,395,886 +440%
First Trust Advisors
11
First Trust Advisors
Illinois
$173M 2,778,973 +94,641 +4%
Norges Bank
12
Norges Bank
Norway
$173M 2,777,617 +33,508 +1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$167M 2,677,777 -376,300 -12%
Citigroup
14
Citigroup
New York
$145M 2,322,160 +31,947 +1%
Capital World Investors
15
Capital World Investors
California
$138M 2,216,021 +1,258 +0.1%
Northern Trust
16
Northern Trust
Illinois
$125M 1,999,840 +22,545 +1%
PCH
17
Polar Capital Holdings
United Kingdom
$114M 1,837,500 -50,000 -3%
APG Asset Management
18
APG Asset Management
Netherlands
$114M 1,984,907 -160,926 -7%
Bank of America
19
Bank of America
North Carolina
$113M 1,808,495 +174,510 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$108M 1,726,728 +9,282 +0.5%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$101M 1,626,582 -286,651 -15%
Charles Schwab
22
Charles Schwab
California
$101M 1,618,956 -3,916 -0.2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$100M 1,612,996 -28,178 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$97M 1,558,056 +837 +0.1%
Wells Fargo
25
Wells Fargo
California
$94.3M 1,514,569 -377,403 -20%
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