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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
Neuberger Berman Group
201
Neuberger Berman Group
New York
$3.65M +$2.96M +68,238 +412%
TPM
202
Triasima Portfolio Management
Quebec, Canada
$3.61M +$769K +17,707 +27%
AIG
203
American International Group
New York
$3.59M -$176K -4,057 -5%
Balyasny Asset Management
204
Balyasny Asset Management
Illinois
$3.59M +$3.12M +71,814 +626%
NW
205
NewEdge Wealth
Pennsylvania
$3.58M -$444K -10,220 -11%
Ensign Peak Advisors
206
Ensign Peak Advisors
Utah
$3.58M +$1.54M +35,362 +74%
SOMRS
207
State of Michigan Retirement System
Michigan
$3.57M -$84.7K -1,950 -2%
TPCW
208
TD Private Client Wealth
New York
$3.52M -$106K -2,445 -3%
DCM
209
Dupont Capital Management
Delaware
$3.5M -$213K -4,904 -6%
AB
210
Amalgamated Bank
New York
$3.49M -$705K -16,235 -17%
MIM
211
MetLife Investment Management
New Jersey
$3.47M -$137K -3,163 -4%
AI
212
Atria Investments
North Carolina
$3.41M -$167K -3,837 -5%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$3.4M +$77.8K +1,791 +2%
TC
214
TownSquare Capital
Utah
$3.24M +$282K +6,504 +9%
BCFS
215
Butensky & Cohen Financial Security
Florida
$3.21M +$131K +3,018 +4%
NVIM
216
New Vernon Investment Management
Illinois
$3.14M
AMG
217
Asset Management Group
Connecticut
$3.08M -$54.2K -1,249 -2%
PI
218
Putnam Investments
Massachusetts
$3.05M -$1.04M -24,045 -25%
SAM
219
Synergy Asset Management
Washington
$3.01M +$3.03M +69,858 New
TVWM
220
Tower View Wealth Management
Wisconsin
$2.98M +$23.6K +543 +0.8%
YCM
221
Yousif Capital Management
Michigan
$2.95M +$23.6K +543 +0.8%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$2.94M +$1M +23,118 +51%
LG
223
Leuthold Group
Minnesota
$2.93M +$2.96M +68,072 New
GAM
224
Gotham Asset Management
New York
$2.87M -$306K -7,039 -10%
TAF
225
Tredje AP-fonden
Sweden
$2.8M +$2.82M +64,941 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.