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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 233 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+49
Holders Change %
+8.03%
% of All Funds
11.14%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
110
Increased
233
Reduced
211
Closed
50
Calls
$3.2M
Puts
$4.21M
Net Calls
-$1.01M
Net Calls Change
-$1.99M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$172M
2
Invesco
Invesco
Georgia
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$80.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$50.3M
5
CF
Cantor Fitzgerald
New York
+$39.5M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$112M
2
Victory Capital Management
Victory Capital Management
Texas
-$112M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$81.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
5
ACM
Atlanta Capital Management
Georgia
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
501
Osterweis Capital Management
California
$250K -$45 -1 -0%
IA
502
IFG Advisory
Georgia
$248K -$215K -4,725 -46%
OMC
503
Old Mission Capital
Illinois
$244K -$4.74M -103,919 -95%
Vontobel Holding
504
Vontobel Holding
Switzerland
$244K -$267K -5,966 -52%
QCM
505
Quantinno Capital Management
New York
$242K +$242K +5,325 New
Fifth Third Bancorp
506
Fifth Third Bancorp
Ohio
$240K +$38.8K +853 +19%
IAIM
507
Industrial Alliance Investment Management
Quebec, Canada
$240K +$240K +5,273 New
TB
508
Treynor Bancshares
Iowa
$236K -$7.56K -166 -3%
PFS
509
Prospera Financial Services
Texas
$234K -$33.3K -729 -12%
IA
510
IFP Advisors
Florida
$233K – – –
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K +$79.1K +1,739 +52%
ISL
512
Ingalls & Snyder LLC
New York
$227K – – –
SLG
513
Stanley-Laman Group
Pennsylvania
$226K -$137K -3,025 -38%
CCA
514
Checchi Capital Advisers
California
$226K +$226K +5,412 New
ONGA
515
O'Neil Global Advisors
California
$220K +$220K +4,842 New
TMAM
516
Tokio Marine Asset Management
Japan
$218K +$218K +4,794 New
JFL
517
Jarislowsky, Fraser Ltd
Quebec, Canada
$212K – – –
EWM
518
Evercore Wealth Management
New York
$210K – – –
SSW
519
Smith Shellnut Wilson
Mississippi
$208K -$7.66K -168 -4%
PCIA
520
Prime Capital Investment Advisors
Kansas
$208K +$208K +4,562 New
FWP
521
Firethorn Wealth Partners
Georgia
$207K +$1.1K +27 +0.5%
TIA
522
Trust Investment Advisors
Indiana
$206K +$206K +4,529 New
SBIA
523
Sheaff Brock Investment Advisors
Indiana
$205K +$205K +4,500 New
VCG
524
Vantage Consulting Group
Virginia
$204K -$7.32K -161 -3%
SA
525
Syntax Advisors
New York
$204K -$7.32K -161 -3%
19 20
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