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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 %
CTC
576
Central Trust Company
Missouri
$189K -$3.29K -68 -2%
OWA
577
One Wealth Advisors
California
$187K +$187K +3,857 New
AIP
578
Ameritas Investment Partners
Nebraska
$184K – – –
EBA
579
Eagle Bay Advisors
New York
$178K +$35.8K +740 +25%
EAM
580
Erste Asset Management
Austria
$176K -$278K -5,700 -61%
CFB
581
Cullen/Frost Bankers
Texas
$171K +$171K +3,528 New
GC
582
Globeflex Capital
California
$153K – – –
FHA
583
First Horizon Advisors
Tennessee
$149K +$9.63K +199 +7%
WT
584
Whittier Trust
California
$146K – – –
HWA
585
Heritage Wealth Advisors
Virginia
$139K – – –
VCM
586
Vigilant Capital Management
Maine
$128K – – –
Dimensional Fund Advisors
587
Dimensional Fund Advisors
Texas
$119K -$7.35K -151,874 -6%
BTI
588
Blue Trust Inc
Georgia
$108K +$34.1K +793 +46%
CT
589
Cambridge Trust
Massachusetts
$107K – – –
USCWA
590
U.S. Capital Wealth Advisors
Texas
$98.5K +$98.5K +2,036 New
SIM
591
Sentry Investment Management
Wisconsin
$98K +$11.6K +240 +13%
CFGS
592
Concourse Financial Group Securities
Alabama
$97.6K -$7.55K -156 -7%
Acadian Asset Management
593
Acadian Asset Management
Massachusetts
$94K – – –
JWA
594
JFS Wealth Advisors
Pennsylvania
$93K +$677 +14 +0.7%
MCC
595
Money Concepts Capital
Florida
$92.3K +$17.8K +367 +24%
WPA
596
West Paces Advisors
Georgia
$89.8K – – –
SJIM
597
St. Johns Investment Management
Florida
$81.6K – – –
TWM
598
Tradition Wealth Management
Minnesota
$79K +$386 +8 +0.5%
BA
599
Bellwether Advisors
Nebraska
$74.5K -$1.32M -27,371 -95%
QCG
600
Quadrant Capital Group
Ohio
$68.8K +$5.08K +105 +8%
22 23
24
25 26