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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
$791M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$64.2M
3
BlackRock
BlackRock
New York
$1.04B
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$49M
5
Man Group
Man Group
United Kingdom
$69.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$512M
2
Victory Capital Management
Victory Capital Management
Texas
$292M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$226M
4
JCM
Junto Capital Management
New York
$0
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$607M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
601
Geneos Wealth Management
Colorado
$66.1K +$22.6K +467 +52%
First Manhattan
602
First Manhattan
New York
$65.3K +$30K +621 +85%
AA
603
Alta Advisers
United Kingdom
$65K – – –
QC
604
Quent Capital
New York
$63.3K +$48 +1 +0.1%
Bessemer Group
605
Bessemer Group
New Jersey
$63K -$72.1K -1,495 -53%
C
606
Covestor
United Kingdom
$59K +$8.53K +177 +17%
ACA
607
Atlas Capital Advisors
Wyoming
$55.3K -$1.31K -27 -2%
BEI
608
Benjamin Edwards Inc
Missouri
$52K +$1.59K +33 +3%
JIR
609
James Investment Research
Ohio
$49K +$18.6K +384 +61%
DSC
610
Duncker Streett & Co
Missouri
$49K – – –
EI
611
Ellevest Inc
New York
$48.9K +$7.69K +159 +19%
AWM
612
Accurate Wealth Management
Florida
$47.6K +$47.6K +974 New
WTC
613
WhitTier Trust Company
Nevada
$46.9K – – –
PB
614
Pinnacle Bancorp
Nebraska
$40K -$20.1K -418 -33%
CS
615
Comerica Securities
Michigan
$39.6K +$39.6K +818 New
CWA
616
Clearview Wealth Advisors
Oregon
$39.2K +$145 +3 +0.4%
AAP
617
Arax Advisory Partners
Colorado
$36.1K – – –
S
618
SignatureFD
Georgia
$35.7K +$4.06K +84 +13%
HC
619
Hoese & Co
Minnesota
$34K – – –
PP
620
PFS Partners
New Jersey
$33.3K +$145 +3 +0.4%
RCC
621
Red Cedar Capital
Nebraska
$33K – – –
PFBT
622
Parkside Financial Bank & Trust
Missouri
$32.6K +$12.6K +260 +63%
RFA
623
Resurgent Financial Advisors
Georgia
$32.1K +$32.1K +663 New
TC
624
Trust Company
Kansas
$32K – – –
HFM
625
Harvest Fund Management
China
$30K -$63.7K -1,305 -68%
23 24
25
26 27