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W.R. Berkley

666 hedge funds and large institutions have $12.4B invested in W.R. Berkley in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.22M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

16% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 224

5.75% more ownership

Funds ownership: 104.06%109.81% (+5.8%)

1% more funds holding

Funds holding: 662666 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less capital invested

Capital invested by funds: $12.4B → $12.4B (-$11.4M)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
83
Increased
260
Reduced
224
Closed
70
Calls
$3.18M
Puts
$1.22M
Net Calls
+$1.96M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Silvercrest Asset Management
New York
$264K
Wolverine Trading
502
Wolverine Trading
Illinois
$262K -$163K -3,761 -38%
EWM
503
Empirical Wealth Management
Washington
$260K -$14.5K -334 -5%
Brown Advisory
504
Brown Advisory
Maryland
$252K +$254K +5,847 New
TMAM
505
Tokio Marine Asset Management
Japan
$249K +$43.3K +998 +21%
EIP
506
Epoch Investment Partners
New York
$247K
ZCA
507
Zeke Capital Advisors
Pennsylvania
$246K
VRS
508
Virginia Retirement Systems
Virginia
$245K +$247K +5,700 New
CCA
509
Checchi Capital Advisers
California
$241K +$7.77K +179 +3%
TNBTD
510
Trustmark National Bank Trust Department
Mississippi
$237K -$73.5K -1,692 -24%
OCM
511
Osterweis Capital Management
California
$237K
SSG
512
Summit Securities Group
New York
$237K +$211K +4,859 +740%
IA
513
IFG Advisory
Georgia
$234K
PFS
514
Prospera Financial Services
Texas
$230K +$9.29K +214 +4%
TB
515
Treynor Bancshares
Iowa
$223K
PWS
516
Precision Wealth Strategies
Missouri
$223K +$200K +4,602 New
TWM
517
Thrive Wealth Management
Pennsylvania
$222K +$224K +5,162 New
FDCDDQ
518
Federation des caisses Desjardins du Quebec
Quebec, Canada
$219K
Cerity Partners
519
Cerity Partners
New York
$218K -$27.2K -626 -11%
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$215K -$11.9K -274 -5%
ISL
521
Ingalls & Snyder LLC
New York
$215K
MG
522
Meritage Group
California
$215K +$217K +4,995 New
GLA
523
Great Lakes Advisors
Illinois
$211K -$10M -231,304 -98%
FW
524
FirstPurpose Wealth
Utah
$210K +$212K +4,889 New
MA
525
MJP Associates
Connecticut
$209K +$211K +4,854 New

WRB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q3 2022, worth a combined $12.4B — down 0.09% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WRB positions and 70 closed out — a net gain of 13 holders — while 260 added to existing stakes and 224 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $600M. The largest seller was Millennium Management, cutting an estimated $78.2M.

  • 666 institutional investors held W.R. Berkley (WRB) as of Q3 2022, up from 662 in Q2 2022.
  • Funds reported $12.4B of W.R. Berkley stock for Q3 2022, down 0.09% quarter-over-quarter.
  • 83 funds opened new W.R. Berkley positions in Q3 2022 and 70 closed out, a net change of +13 holders.
  • The largest W.R. Berkley buyer in Q3 2022 was Janus Henderson Group, an estimated $600M added.
  • The largest W.R. Berkley seller in Q3 2022 was Millennium Management, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2022.