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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.

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
1
Morgan Stanley
New York
$791M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$64.2M
3
BlackRock
3
BlackRock
New York
$1.04B
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$49M
5
Man Group
5
Man Group
United Kingdom
$69.7M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$512M
2
Victory Capital Management
2
Victory Capital Management
Texas
$292M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$226M
4
JCM
4
Junto Capital Management
New York
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$607M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B 25,400,556 +272,694 +1%
BlackRock
2
BlackRock
New York
$1.04B 14,366,981 +547,109 +4%
Morgan Stanley
3
Morgan Stanley
New York
$791M 10,899,093 +8,831,553 +427%
State Street
4
State Street
Massachusetts
$778M 10,719,816 -302,493 -3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$607M 8,369,840 -561,835 -6%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$512M 7,048,591 -11,539,887 -62%
Invesco
7
Invesco
Georgia
$348M 4,798,282 -510,157 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$326M 4,491,043 +35,201 +0.8%
Victory Capital Management
9
Victory Capital Management
Texas
$292M 4,025,758 -1,237,504 -24%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$226M 3,116,060 -767,908 -20%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$222M 3,054,077 +92,600 +3%
Norges Bank
12
Norges Bank
Norway
$199M 2,744,109 +161,792 +6%
First Trust Advisors
13
First Trust Advisors
Illinois
$195M 2,684,332 -163,064 -6%
Citigroup
14
Citigroup
New York
$166M 2,290,213 -53,032 -2%
Capital World Investors
15
Capital World Investors
California
$161M 2,214,763 +587 +0%
APG Asset Management
16
APG Asset Management
Netherlands
$156M 2,145,833 +176,750 +9%
Northern Trust
17
Northern Trust
Illinois
$143M 1,977,295 -11,922 -0.6%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$139M 1,913,233 +279,617 +17%
Wells Fargo
19
Wells Fargo
California
$137M 1,891,972 -102,225 -5%
PCH
20
Polar Capital Holdings
United Kingdom
$137M 1,887,500 – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$125M 1,717,446 -337,716 -16%
Bank of America
22
Bank of America
North Carolina
$119M 1,633,985 +1,555 +0.1%
Charles Schwab
23
Charles Schwab
California
$118M 1,622,872 +51,139 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$113M 1,557,219 -92,865 -6%
B
25
BloombergSen
Ontario, Canada
$111M 1,524,109 -496,613 -25%
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