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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 %
CB
426
Commerce Bank
Missouri
$564K -$38.3K -792 -6%
AWS
427
Atria Wealth Solutions
New York
$561K +$116K +2,400 +26%
MAP
428
Moody Aldrich Partners
Massachusetts
$560K +$82.6K +1,708 +17%
V
429
Veritable
Delaware
$557K +$13.5K +280 +2%
UB
430
UMB Bank
Missouri
$553K -$48 -1 -0%
NCM
431
NCM Capital Management
New Jersey
$544K +$194 +4 +0%
BFM
432
Boothbay Fund Management
New York
$541K +$541K +11,187 New
GC
433
Gratus Capital
Georgia
$538K – – –
FBC
434
Fairfield, Bush & Co
Connecticut
$535K -$76.2K -1,575 -12%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$531K – – –
BCI
436
Brinker Capital Investments
Pennsylvania
$526K +$7.84K +162 +2%
HWAM
437
Hennion & Walsh Asset Management
New Jersey
$526K +$526K +10,868 New
EWA
438
EverSource Wealth Advisors
Alabama
$508K -$394K -8,145 -44%
SPIA
439
Steward Partners Investment Advisory
New York
$504K +$22.2K +458 +5%
BFS
440
Bradley Foster & Sargent
Connecticut
$503K +$58.1K +1,200 +13%
Cerity Partners
441
Cerity Partners
New York
$499K +$254K +5,244 +103%
PCA
442
Personal Capital Advisors
California
$496K +$290 +6 +0.1%
GFA
443
Gifford Fong Associates
California
$490K – – –
CT
444
Coastline Trust
Rhode Island
$489K -$19.6K -405 -4%
Baird Financial Group
445
Baird Financial Group
Wisconsin
$488K +$68.2K +1,410 +16%
HIM
446
Hillsdale Investment Management
Ontario, Canada
$487K +$472K +9,750 +3,095%
CAAS
447
Capital Asset Advisory Services
Michigan
$483K -$670K -12,637 -58%
AF
448
Advisornet Financial
Minnesota
$478K +$4.06K +84 +0.9%
DC
449
Davenport & Co
Virginia
$476K +$16K +331 +3%
CIA
450
Citadel Investment Advisory
Ohio
$473K -$8.13K -168 -2%
16 17
18
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