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WRB - WR Berkley Corp Stock Price, Fair Value and News
79.10
USD
-4.33
(-5.19%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold WRB recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-19
State of Alaska, Department of Revenue
UNCHANGED
Premium
Premium
Premium
Premium
39,002
2024-04-19
Wallington Asset Management, LLC
ADDED
Premium
Premium
Premium
Premium
264,971
2024-04-19
Sumitomo Mitsui Trust Holdings, Inc.
ADDED
Premium
Premium
Premium
Premium
520,067
2024-04-19
Copeland Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
TRUST POINT INC.
NEW
Premium
Premium
Premium
Premium
2,510
2024-04-19
Cornerstone Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
2,999
2024-04-19
Valeo Financial Advisors, LLC
NEW
Premium
Premium
Premium
Premium
2,551
2024-04-19
Wealthfront Advisers LLC
ADDED
Premium
Premium
Premium
Premium
8,180
2024-04-19
Maryland State Retirement & Pension System
UNCHANGED
Premium
Premium
Premium
Premium
16,234
2024-04-19
First Trust Direct Indexing L.P.
ADDED
Premium
Premium
Premium
Premium
10,218
2024-04-19
NORDEN GROUP LLC
NEW
Premium
Premium
Premium
Premium
19,692
2024-04-19
CALDWELL SUTTER CAPITAL, INC.
UNCHANGED
Premium
Premium
Premium
Premium
450
2024-04-19
VALLEY NATIONAL ADVISERS INC
UNCHANGED
Premium
Premium
Premium
Premium
15.00
2024-04-19
NatWest Group plc
REDUCED
Premium
Premium
Premium
Premium
114,968
2024-04-18
AMI INVESTMENT MANAGEMENT INC
REDUCED
Premium
Premium
Premium
Premium
2,949
2024-04-18
FARMERS & MERCHANTS INVESTMENTS INC
UNCHANGED
Premium
Premium
Premium
Premium
136
2024-04-18
Eagle Ridge Investment Management
REDUCED
Premium
Premium
Premium
Premium
4,447
2024-04-18
LVW Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
9,143
2024-04-18
Capital Advisors, Ltd. LLC
ADDED
Premium
Premium
Premium
Premium
716
2024-04-18
MV CAPITAL MANAGEMENT, INC.
ADDED
Premium
Premium
Premium
Premium
57.00
2024-04-18
Claro Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
9,744
2024-04-18
Aspire Private Capital, LLC
UNCHANGED
Premium
Premium
Premium
Premium
69.00
2024-04-18
Financial Strategies Group, Inc.
ADDED
Premium
Premium
Premium
Premium
62,874
2024-04-18
Hexagon Capital Partners LLC
ADDED
Premium
Premium
Premium
Premium
239
2024-04-18
WOLFF WIESE MAGANA LLC
ADDED
Premium
Premium
Premium
Premium
46.00
Rows per page:
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1–25 of 847
Which funds are the top buyers of WRB?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
24,243,600
1,714,510,000
0.04%
BlackRock Inc.
16,362,400
1,157,150,000
0.03%
MORGAN STANLEY
12,581,500
889,765,000
0.08%
STATE STREET CORP
10,894,600
770,463,000
0.04%
ATLANTA CAPITAL MANAGEMENT CO L L C
9,025,160
582,845,000
2.60%
JANUS HENDERSON GROUP PLC
7,973,200
563,865,000
0.34%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
7,013,440
495,991,000
1.24%
VICTORY CAPITAL MANAGEMENT INC
5,793,760
409,735,000
0.43%
GEODE CAPITAL MANAGEMENT, LLC
4,796,490
338,765,000
0.04%
JPMORGAN CHASE & CO
4,307,860
304,652,000
0.03%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in WRB?
Fund Name
$ Value
% Port.
NEW VERNON INVESTMENT MANAGEMENT LLC
5,796,210
6.68%
Mraz, Amerine & Associates, Inc.
30,782,600
6.45%
PhiloSmith Capital Corp
19,449,800
5.45%
America First Investment Advisors, LLC
20,420,300
5.34%
PhiloSmith Capital Corp
11,062,000
4.88%
Maren Capital LLC
37,915,400
4.86%
LFS ASSET MANAGEMENT
4,171,000
4.21%
NatWest Group plc
10,167,800
3.92%
Wallington Asset Management, LLC
23,434,000
3.67%
Dundas Partners LLP
40,386,000
3.52%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold WRB
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
213,635,000
CONFLUENCE INVESTMENT MANAGEMENT LLC
82,706,000
Farmer Steven Patrick
72,372,000
Maren Capital LLC
37,915,400
Susquehanna Portfolio Strategies, LLC
19,464,200
Driehaus Capital Management LLC
17,854,300
BARLOW WEALTH PARTNERS, INC.
12,557,700
ROYCE & ASSOCIATES LP
10,955,900
Additions
Fund Name
% Increased
CX Institutional
1,979
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
1,368
WOLFF WIESE MAGANA LLC
820
MEEDER ASSET MANAGEMENT INC
646
AMERICAN CENTURY COMPANIES INC
624
Sound Income Strategies, LLC
563
Interval Partners, LP
469
Credit Agricole S A
201
Reductions
Fund Name
% Reduced
Qube Research & Technologies Ltd
-99.64
WHITTIER TRUST CO OF NEVADA INC
-99.1
CITADEL ADVISORS LLC
-94.84
Connor, Clark & Lunn Investment Management Ltd.
-94.23
MILLENNIUM MANAGEMENT LLC
-89.95
SYSTM Wealth Solutions LLC
-87.59
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-87.51
VisionPoint Advisory Group, LLC
-86.02
Sold off
Fund Name
$ Sold
NUANCE INVESTMENTS, LLC
-23,531,400
Assenagon Asset Management S.A.
-20,204,600
Tudor Investment Corp Et Al
-15,731,500
FIL Ltd
-14,640,200
Cubist Systematic Strategies, LLC
-7,778,600
ExodusPoint Capital Management, LP
-6,720,000
TWO SIGMA ADVISERS, LP
-5,177,610
Jump Financial, LLC
-4,918,820