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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 %
LFAS
526
Level Four Advisory Services
Texas
$273K +$273K +5,637 New
CCA
527
Checchi Capital Advisers
California
$273K +$2.08K +43 +0.8%
CBNLCF
528
Cognios Beta Neutral Large Cap Fund
Kansas
$270K +$270K +5,573 New
CG
529
Caprock Group
Idaho
$266K -$276K -5,694 -51%
OCM
530
Osterweis Capital Management
California
$266K – – –
TWM
531
Thrive Wealth Management
Pennsylvania
$265K +$15.3K +316 +6%
IA
532
IFG Advisory
Georgia
$263K – – –
Lazard Asset Management
533
Lazard Asset Management
New York
$258K -$1.07M -22,287 -81%
FDCDDQ
534
Federation des caisses Desjardins du Quebec
Quebec, Canada
$253K +$7.26K +150 +3%
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$251K +$9.29K +192 +4%
TB
536
Treynor Bancshares
Iowa
$251K – – –
CCWM
537
Cassaday & Co Wealth Management
Virginia
$248K +$248K +5,123 New
Loomis, Sayles & Company
538
Loomis, Sayles & Company
Massachusetts
$245K +$119K +2,466 +94%
PCI
539
Planning Center Inc
Illinois
$245K +$245K +5,060 New
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$242K +$242K +5,000 New
ISL
541
Ingalls & Snyder LLC
New York
$241K – – –
ZCA
542
Zeke Capital Advisors
Pennsylvania
$238K -$38.7K -800 -14%
QCM
543
Quantinno Capital Management
New York
$232K +$232K +4,803 New
GT
544
Glenmede Trust
Pennsylvania
$229K +$229K +4,727 New
CPC
545
Cookson Peirce & Co
Pennsylvania
$228K +$228K +4,713 New
JFL
546
Jarislowsky, Fraser Ltd
Quebec, Canada
$226K – – –
WPC
547
Wedmont Private Capital
Pennsylvania
$225K +$225K +4,539 New
PCIA
548
Prime Capital Investment Advisors
Kansas
$225K +$225K +4,643 New
HKIMG
549
Hutchens & Kramer Investment Management Group
Indiana
$224K -$92.5K -1,912 -29%
EWM
550
Evercore Wealth Management
New York
$223K +$223K +4,613 New
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