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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 %
DIP
676
DT Investment Partners
Pennsylvania
$5.44K – – –
APC
677
Aspire Private Capital
North Carolina
$5.44K – – –
CA
678
Crewe Advisors
Utah
$5.23K -$3.73K -77 -42%
FMP
679
Financial Management Professionals
Texas
$5K – – –
BWA
680
Boulder Wealth Advisors
Colorado
$5K +$5K +113 New
WTA
681
Washington Trust Advisors
Massachusetts
$4.43K -$45.5K -945 -91%
AF
682
Allworth Financial
California
$4.21K +$339 +7 +9%
ANBT
683
American National Bank & Trust
Texas
$4K – – –
SFG
684
Steward Financial Group
Texas
$4K +$4K +86 New
SIC
685
SJS Investment Consulting
Ohio
$3.92K +$2.08K +43 +113%
MA
686
MCF Advisors
Kentucky
$3.77K -$242 -5 -6%
ACM
687
AUA Capital Management
Pennsylvania
$3.7K – – –
DI
688
Disciplined Investments
Oklahoma
$3.7K +$96 +2 +3%
RFG
689
RFP Financial Group
Georgia
$3.63K +$3.63K +75 New
BCMLT
690
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.17K +$48 +1 +2%
CCM
691
Copeland Capital Management
Pennsylvania
$3K – – –
TCM
692
Tradewinds Capital Management
Washington
$2.74K – – –
IAA
693
Independent Advisor Alliance
North Carolina
$2.43K -$333 -6,886 -12%
TC
694
Truvestments Capital
Florida
$2.11K +$2.11K +44 New
GAG
695
Goodman Advisory Group
Massachusetts
$2K – – –
CMBA
696
C.M. Bidwell & Associates
Hawaii
$1.96K – – –
AA
697
Addison Advisors
Vermont
$1.52K -$1.57K -33 -51%
MCM
698
Manchester Capital Management
Vermont
$1.38K -$48 -1 -3%
BIA
699
Bell Investment Advisors
California
$1.31K – – –
MCM
700
MV Capital Management
Maryland
$1.16K -$677 -14 -37%
26 27
28
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