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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 %
AT
476
American Trust
Kentucky
$417K -$120K -2,481 -22%
OIA
477
OneDigital Investment Advisors
Kansas
$410K -$4.16K -86 -1%
CA
478
Cetera Advisors
Colorado
$410K +$410K +8,468 New
AIC
479
Argus Investors Counsel
New York
$395K +$395K +8,156 New
HW
480
Hamilton Wealth
California
$392K -$4.79K -99 -1%
WA
481
Wealth Alliance
New York
$392K +$532 +11 +0.1%
CCP
482
Carmel Capital Partners
California
$386K – – –
VF
483
Virtu Financial
New York
$384K +$384K +7,938 New
William Blair & Company
484
William Blair & Company
Illinois
$378K -$76.3K -1,578 -17%
GVAG
485
Great Valley Advisor Group
Delaware
$372K – – –
EF
486
Empirical Finance
Pennsylvania
$370K +$29.4K +608 +9%
BFS
487
Bard Financial Services
Connecticut
$367K – – –
SCA
488
Sage Capital Advisors
South Dakota
$363K – – –
ST
489
Somerset Trust
Pennsylvania
$356K – – –
WAOI
490
Wealth Advisors of Iowa
Iowa
$355K – – –
BL
491
Balentine LLC
Georgia
$354K -$17.6K -363 -5%
TI
492
Trexquant Investment
Connecticut
$350K +$350K +7,233 New
ACM
493
Acrisure Capital Management
Texas
$346K +$346K +7,155 New
AA
494
ALPS Advisors
Colorado
$343K -$1.5K -31 -0.4%
ACA
495
Aptus Capital Advisors
Alabama
$343K +$16.2K +335 +5%
II
496
Inspire Investing
Idaho
$343K +$13.8K +286 +4%
ERIM
497
Eagle Ridge Investment Management
Connecticut
$342K – – –
TNBTD
498
Trustmark National Bank Trust Department
Mississippi
$339K +$72.6K +1,500 +27%
RBC
499
Romano Brothers & Co
Illinois
$336K -$17.2K -355 -5%
SIA
500
Schechter Investment Advisors
Michigan
$336K -$11.2K -231 -3%
18 19
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