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W.R. Berkley
WRB

Overview Fund Activity

710 hedge funds and large institutions have $13.1B invested in W.R. Berkley in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 266 increasing their positions, 235 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+48
Holders Change %
+7.25%
% of All Funds
11.46%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.21%
New
105
Increased
266
Reduced
235
Closed
45
Calls
$6.47M
Puts
$2.44M
Net Calls
+$4.03M
Net Calls Change
+$2.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$641M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$39.9M
3
BlackRock
BlackRock
New York
+$39.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$36.8M
5
Man Group
Man Group
United Kingdom
+$32.8M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$837M
2
Victory Capital Management
Victory Capital Management
Texas
-$89.8M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$55.7M
4
JCM
Junto Capital Management
New York
-$55.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
301
Leavell Investment Management
Alabama
$1.57M – – –
MCM
302
McKinley Capital Management
Alaska
$1.53M -$31.9K -660 -2%
HWMA
303
Heritage Wealth Management (Arizona)
Arizona
$1.52M +$803K +16,596 +112%
HIM
304
Hanlon Investment Management
New Jersey
$1.52M +$39K +807 +3%
PCS
305
Personal CFO Solutions
New Jersey
$1.51M +$65K +1,344 +4%
DGAM
306
Desjardins Global Asset Management
Quebec, Canada
$1.5M -$253K -5,226 -14%
ACL
307
Applied Capital LLC
Florida
$1.46M +$1.46M +30,144 New
PS
308
Pensionfund Sabic
Netherlands
$1.45M – – –
Macquarie Group
309
Macquarie Group
Australia
$1.42M -$190K -3,933 -12%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$1.26M +26,142 +841%
HIMCH
311
Hartford Investment Management Co (HIMCO)
Connecticut
$1.41M -$27.6K -571 -2%
MYLI
312
Meiji Yasuda Life Insurance
Japan
$1.4M – – –
TCM
313
Twin Capital Management
Pennsylvania
$1.4M -$3.44K -71 -0.2%
CAN
314
Cetera Advisor Networks
California
$1.36M +$1.05M +21,654 +334%
BCIM
315
British Columbia Investment Management
British Columbia, Canada
$1.36M -$153K -3,172 -10%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$1.35M -$201K -4,155 -13%
NIP
317
Nicholas Investment Partners
California
$1.34M – – –
CGH
318
Crossmark Global Holdings
Texas
$1.34M +$227K +4,683 +20%
AO
319
Advisor OS
Illinois
$1.32M +$18.4K +380 +1%
BTWM
320
Baker Tilly Wealth Management
Wisconsin
$1.31M +$35.8K +741 +3%
IIL
321
Insight Inv LLC
California
$1.29M +$6.14K +127 +0.5%
M&T Bank
322
M&T Bank
New York
$1.27M +$24.9K +515 +2%
JFG
323
Jefferies Financial Group
New York
$1.25M +$1.25M +25,887 New
SAM
324
Securian Asset Management
Minnesota
$1.25M +$42K +869 +3%
DDC
325
DF Dent & Co
Maryland
$1.23M -$97 -2 -0%
11 12
13
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