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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 %
MPCG
451
Matrix Private Capital Group
New York
$472K -$21.8K -450 -4%
ESCM
452
Echo Street Capital Management
New York
$471K +$471K +9,728 New
TWM
453
TriaGen Wealth Management
California
$466K +$466K +9,623 New
CCA
454
Cobblestone Capital Advisors
New York
$465K – – –
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$465K -$85.7K -1,772 -16%
EI
456
Ethic Inc
New York
$462K -$143K -2,959 -24%
RCA
457
Ranch Capital Advisors
Florida
$462K +$26K +538 +6%
SC
458
SRB Corp
Massachusetts
$459K -$18K -372 -4%
SCM
459
Stevens Capital Management
Pennsylvania
$458K +$43.6K +900 +11%
HIS
460
Harvest Investment Services
Illinois
$457K +$457K +9,441 New
SCA
461
Snowden Capital Advisors
New York
$453K -$46.3K -958 -9%
TW
462
TrinityPoint Wealth
Connecticut
$451K +$435 +9 +0.1%
FWIA
463
Fort Washington Investment Advisors
Ohio
$446K – – –
PAG
464
Private Advisory Group
Washington
$442K +$442K +9,135 New
MGP
465
Metis Global Partners
California
$442K +$116K +2,392 +35%
FFM
466
Forum Financial Management
Illinois
$440K -$2.95K -61 -0.7%
HH
467
Hilltop Holdings
Texas
$434K -$2.9K -60 -0.7%
OTL
468
Oak Thistle LLC
New York
$433K +$433K +8,943 New
QI
469
Qtron Investments
Massachusetts
$432K – – –
PAG
470
Private Advisor Group
New Jersey
$431K +$43.5K +2,433 +11%
BBA
471
Baader Bank Aktiengesellschaft
Germany
$428K +$428K +8,850 New
NA
472
NewEdge Advisors
Louisiana
$428K +$121K +3,224 +39%
LNC
473
Lincoln National Corp
Pennsylvania
$427K +$26.9K +555 +7%
TF
474
Trek Financial
Arizona
$426K +$38.8K +801 +10%
MC
475
Machina Capital
France
$417K +$417K +8,619 New
17 18
19
20 21