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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B 24,753,808 -670,109 -3%
BlackRock
2
BlackRock
New York
$823M 13,815,977 -549,999 -4%
Morgan Stanley
3
Morgan Stanley
New York
$747M 12,535,407 +710,409 +6%
State Street
4
State Street
Massachusetts
$643M 10,791,317 +515,657 +5%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$396M 6,647,799 -66,504 -1%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$388M 6,516,912 +115,078 +2%
Victory Capital Management
7
Victory Capital Management
Texas
$294M 4,939,999 +1,319,663 +36%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$272M 4,568,886 +70,222 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$241M 4,051,357 +1,373,580 +51%
First Trust Advisors
10
First Trust Advisors
Illinois
$192M 3,218,741 +439,768 +16%
Norges Bank
11
Norges Bank
Norway
$173M 2,898,776 +121,159 +4%
Invesco
12
Invesco
Georgia
$145M 2,435,358 -1,257,537 -34%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$121M 2,023,378 +396,796 +24%
PCH
14
Polar Capital Holdings
United Kingdom
$119M 2,000,000 +162,500 +9%
Northern Trust
15
Northern Trust
Illinois
$113M 1,903,348 -96,492 -5%
Millennium Management
16
Millennium Management
New York
$111M 1,870,995 -1,069,931 -36%
APG Asset Management
17
APG Asset Management
Netherlands
$105M 1,931,500 -53,407 -3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$105M 1,756,562 +143,566 +9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$100M 1,685,693 -41,035 -2%
Wells Fargo
20
Wells Fargo
California
$96.8M 1,625,414 +110,845 +7%
Charles Schwab
21
Charles Schwab
California
$95.1M 1,596,424 -22,532 -1%
Goldman Sachs
22
Goldman Sachs
New York
$93M 1,562,030 +377,625 +32%
Legal & General Group
23
Legal & General Group
United Kingdom
$90.7M 1,522,813 -35,243 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$88.4M 1,484,425 +588,374 +66%
Bank of America
25
Bank of America
North Carolina
$85M 1,427,259 -381,236 -21%
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