We are live on ! Find out more
WRB icon

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
CFO
601
CVA Family Office
Colorado
$21K
HNB
602
Huntington National Bank
Ohio
$20K +$738 +17 +4%
ACM
603
Absolute Capital Management
Pennsylvania
$19.5K +$19.5K +450 New
AssetMark Inc
604
AssetMark Inc
California
$19K +$18.5K +427 +3,882%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$18K -$9.86K -227 -35%
CAC
606
Core Alternative Capital
Georgia
$18K +$17.7K +408 New
UFF
607
USA Financial Formulas
Michigan
$17K -$884K -20,370 -98%
MA
608
MUFG Americas
New York
$16K +$11.3K +261 +237%
Bank of Montreal
609
Bank of Montreal
Ontario, Canada
$15.3K -$573K -13,204 -4%
PWMG
610
Prestige Wealth Management Group
New Jersey
$15K -$260 -6 -2%
RTC
611
Riverview Trust Company
Washington
$15K
HIM
612
Hillsdale Investment Management
Ontario, Canada
$14K -$606K -13,950 -98%
DA
613
Denali Advisors
California
$13K +$13K +300 New
TFM
614
TFC Financial Management
Massachusetts
$12K
HCP
615
Hexagon Capital Partners
Arkansas
$12K +$12K +276 New
BBHC
616
Brown Brothers Harriman & Co
New York
$11K
HI
617
Harbour Investments
Wisconsin
$11K
ZB
618
Zions Bancorporation
Utah
$11K
SWM
619
Spire Wealth Management
Virginia
$10K -$11.6K -267 -53%
GRP
620
Global Retirement Partners
California
$10K +$43 +1 +0.5%
VCM
621
Versant Capital Management
Arizona
$9K -$608 -14 -6%
ADL
622
Asset Dedication LLC
California
$9K
SCA
623
Stuart Chaussee & Associates
California
$9K
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.61K +37 +22%
TCWA
625
Ten Capital Wealth Advisors
Washington
$9K +$8.86K +204 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.