WRB icon

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 %
PFS
551
Prospera Financial Services
Texas
$223K -$35.3K -730 -14%
FW
552
FirstPurpose Wealth
Utah
$223K -$13.6K -282 -6%
HIA
553
Harbor Investment Advisory
Maryland
$221K – – –
BBW
554
Blue Barn Wealth
Utah
$220K +$220K +4,556 New
PWS
555
Precision Wealth Strategies
Missouri
$219K -$3.77K -78 -2%
ACM
556
Aquatic Capital Management
Illinois
$218K +$218K +4,500 New
IAIM
557
Industrial Alliance Investment Management
Quebec, Canada
$218K +$218K +4,506 New
CIA
558
Capital Impact Advisors
Massachusetts
$216K – – –
VVP
559
Venture Visionary Partners
Ohio
$214K +$214K +4,430 New
AIM
560
Aigen Investment Management
New York
$214K +$214K +4,428 New
SSW
561
Smith Shellnut Wilson
Mississippi
$214K +$214K +4,419 New
FCA
562
FinTrust Capital Advisors
South Carolina
$211K +$181K +3,751 +614%
DEA
563
DoubleLine ETF Adviser
Florida
$210K +$210K +4,332 New
GWMIA
564
Global Wealth Management Investment Advisory
Florida
$210K +$210K +4,331 New
CCM
565
Carlson Capital Management
Minnesota
$208K +$208K +4,308 New
GFS
566
GYL Financial Synergies
Connecticut
$208K +$208K +4,307 New
MA
567
MJP Associates
Connecticut
$207K -$27.6K -570 -12%
MPIA
568
Mountain Pacific Investment Advisers
Idaho
$206K +$206K +4,253 New
IF
569
IRON Financial
Illinois
$205K +$205K +4,233 New
GT
570
Greenleaf Trust
Michigan
$204K +$204K +4,220 New
BC
571
Bridgefront Capital
Texas
$203K +$203K +4,197 New
MGIA
572
Moneta Group Investment Advisors
Missouri
$203K +$203K +4,218 New
SOW
573
State of Wyoming
Wyoming
$201K -$141K -2,919 -41%
CCA
574
Column Capital Advisors
Indiana
$200K -$31.3K -646 -14%
IHWM
575
Iron Horse Wealth Management
Iowa
$199K – – –
21 22
23
24 25