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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 %
FA
501
Fiduciary Alliance
South Carolina
$335K +$335K +6,918 New
AWM
502
Avior Wealth Management
Nebraska
$333K +$919 +19 +0.3%
OC
503
Oppenheimer & Co
New York
$327K – – –
DI
504
Diligent Investors
California
$327K – – –
DWP
505
Destiny Wealth Partners
Florida
$320K -$18.3K -379 -5%
KWM
506
Kingsview Wealth Management
Oregon
$317K -$628K -12,981 -66%
AIM
507
AMI Investment Management
Indiana
$313K – – –
MRCM
508
M&R Capital Management
New Jersey
$310K – – –
AAM
509
Aureus Asset Management
Massachusetts
$304K – – –
TRCT
510
Tower Research Capital (TRC)
New York
$304K -$362K -7,476 -54%
TMAM
511
Tokio Marine Asset Management
Japan
$304K +$23.4K +483 +8%
CCM
512
Coldstream Capital Management
Washington
$301K +$301K +6,215 New
SBIA
513
Sheaff Brock Investment Advisors
Indiana
$300K +$300K +6,200 New
BWM
514
Baron Wealth Management
Michigan
$297K +$297K +6,131 New
SAM
515
Silvercrest Asset Management
New York
$296K – – –
EWM
516
Empirical Wealth Management
Washington
$295K +$2.9K +60 +1%
CFA
517
CWS Financial Advisors
Michigan
$294K -$119K -2,361 -29%
FCA
518
Fortis Capital Advisors
Kansas
$292K +$292K +6,029 New
PCM
519
Presidio Capital Management
California
$283K -$29.7K -614 -10%
XT
520
XTX Topco
Cayman Islands
$279K -$432K -8,934 -61%
AA
521
AlphaCentric Advisors
Puerto Rico
$278K +$56.9K +1,176 +26%
EIP
522
Epoch Investment Partners
New York
$277K – – –
IA
523
IFP Advisors
Florida
$277K -$37.7K -738 -12%
VRS
524
Virginia Retirement Systems
Virginia
$276K – – –
BMSSC
525
B. Metzler seel. Sohn & Co
Germany
$274K +$44.6K +921 +19%
19 20
21
22 23