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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 %
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$708K -$72.6K -1,500 -9%
WJWM
402
Williams Jones Wealth Management
New York
$708K +$919 +19 +0.1%
SAM
403
Strategy Asset Managers
California
$702K -$1.21K -25 -0.2%
SIP
404
Stoneridge Investment Partners
Pennsylvania
$701K +$701K +14,492 New
SC
405
Scholtz & Company
Connecticut
$693K +$693K +14,325 New
CC
406
Cipher Capital
New York
$691K +$691K +14,283 New
BCV
407
Banque Cantonale Vaudoise
Switzerland
$690K -$65.3K -1,350 -9%
CG
408
CFO4Life Group
Texas
$685K +$1.74K +36 +0.3%
C
409
CFO4Life
Texas
$685K +$685K +14,153 New
CCA
410
Cadent Capital Advisors
Oklahoma
$681K – – –
HI
411
Horizon Investments
North Carolina
$652K -$52.7K -1,095 -7%
BAM
412
Bellevue Asset Management
Washington
$649K – – –
CWM
413
Compass Wealth Management
Connecticut
$645K +$645K +13,334 New
API
414
Advisor Partners II
California
$640K +$111K +2,292 +21%
MPAM
415
Murphy Pohlad Asset Management
Minnesota
$629K -$10.9K -225 -2%
MAM
416
Meeder Asset Management
Ohio
$611K -$624K -12,894 -51%
MFS
417
Mirabella Financial Services
United Kingdom
$610K -$1.66M -34,343 -73%
AWM
418
AE Wealth Management
Kansas
$608K -$374K -7,725 -38%
Verition Fund Management
419
Verition Fund Management
Connecticut
$599K +$27.3K +564 +5%
Vontobel Holding
420
Vontobel Holding
Switzerland
$598K +$598K +12,327 New
TSW
421
Thompson Siegel & Walmsley
Virginia
$595K – – –
TFA
422
Toth Financial Advisory
Virginia
$590K -$107K -2,212 -15%
PTC
423
Private Trust Company
Ohio
$588K +$3.34K +69 +0.6%
LA
424
LBP AM
France
$583K +$583K +12,059 New
CA
425
CoreCap Advisors
Michigan
$571K +$161K +3,336 +39%
15 16
17
18 19