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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 %
BRWA
351
B. Riley Wealth Advisors
Florida
$1.04M +$155K +3,195 +18%
DILIC
352
Dai-ichi Life Insurance Company
Japan
$1.03M +$1.03M +21,365 New
Fisher Asset Management
353
Fisher Asset Management
Washington
$1.02M +$1.02M +21,089 New
KI
354
Kula Investments
Illinois
$1.02M +$1.02M +21,083 New
SEA
355
Stegent Equity Advisors
Texas
$1.01M -$1.31K -27 -0.1%
CNBTD
356
Citizens National Bank Trust Department
Mississippi
$1M +$92.9K +1,920 +10%
LA
357
LVW Advisors
New York
$1,000K -$97.2K -2,010 -9%
AWM
358
Axxcess Wealth Management
California
$985K -$48.7K -1,006 -5%
PFM
359
Premier Fund Managers
United Kingdom
$974K +$974K +19,950 New
PAS
360
Park Avenue Securities
New York
$968K -$161K -3,336 -14%
LSERS
361
Louisiana State Employees Retirement System
Louisiana
$958K +$7.26K +150 +0.8%
MPPW
362
Mitchell & Pahl Private Wealth
Oklahoma
$957K +$10.1K +209 +1%
MWM
363
MorganRosel Wealth Management
Colorado
$952K +$172K +3,552 +22%
HFS
364
Hantz Financial Services
Michigan
$949K +$104K +2,154 +12%
DADC
365
D.A. Davidson & Co
Montana
$941K – – –
SI
366
Stephens Inc
Arkansas
$931K +$14.5K +300 +2%
VI
367
Vestcor Inc
New Brunswick, Canada
$903K +$2.51K +52 +0.3%
Nordea Investment Management
368
Nordea Investment Management
Sweden
$900K -$39.8K -821 -4%
QT
369
Quantbot Technologies
New York
$900K -$679K -14,033 -43%
S
370
Seeyond
France
$894K +$403K +8,322 +82%
PFO
371
Pathstone Family Office
New Jersey
$893K +$475K +14,124 +113%
SP
372
Symmetry Partners
Connecticut
$876K +$59.5K +1,230 +7%
VIA
373
Vident Investment Advisory
Georgia
$875K -$2.42M -50,063 -73%
TA
374
Townsend & Associates
Colorado
$871K +$871K +19,088 New
CW
375
Connectus Wealth
Ohio
$854K -$33K -682 -4%
13 14
15
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