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W.R. Berkley
WRB

Overview Fund Activity

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.78B
2
BlackRock
2
BlackRock
New York
$1.16B
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M
5
UBS Group
5
UBS Group
Switzerland
$89.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$4.7M
4
CS
4
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
226
Meiji Yasuda Asset Management
Japan
$2.7M +$387K +8,209 +17%
SC
227
Sepio Capital
Utah
$2.67M -$99.7K -2,114 -4%
Citadel Advisors
228
Citadel Advisors
Florida
$2.58M -$47.4M -1,005,599 -95%
KA
229
KLCM Advisors
Wisconsin
$2.57M – – –
CNB
230
Czech National Bank
Czech Republic
$2.52M +$8.68K +184 +0.3%
ACM
231
Alamar Capital Management
California
$2.52M +$35K +743 +1%
GAM
232
Griffin Asset Management
New York
$2.51M – – –
MIC
233
Means Investment Company
Maine
$2.49M -$3.82K -81 -0.2%
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$2.47M +$21.8K +462 +0.9%
MF
235
Manchester Financial
California
$2.47M -$27.9K -592 -1%
URS
236
Utah Retirement Systems
Utah
$2.45M -$14.1K -300 -0.6%
OAM
237
Ostrum Asset Management
France
$2.44M +$220K +4,674 +10%
AIP
238
Ameritas Investment Partners
Nebraska
$2.42M -$143K -3,036 -6%
PP
239
Prudential plc
United Kingdom
$2.41M -$1.84K -39 -0.1%
GWCM
240
Godshalk Welsh Capital Management
Pennsylvania
$2.4M -$144K -3,064 -6%
TAF
241
Tredje AP-fonden
Sweden
$2.31M -$128K -2,722 -5%
DIA
242
Dean Investment Associates
Ohio
$2.29M -$160K -3,404 -7%
SVWAG
243
Sound View Wealth Advisors Group
Georgia
$2.26M +$7.31K +155 +0.3%
Public Sector Pension Investment Board (PSP Investments)
244
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.25M -$1.14M -24,119 -34%
AWM
245
Accurate Wealth Management
Florida
$2.24M +$2.24M +46,155 New
TPCW
246
TD Private Client Wealth
New York
$2.2M -$80.4K -1,705 -4%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$2.19M -$4.54M -96,240 -67%
BAM
248
Belpointe Asset Management
Nevada
$2.19M -$239K -5,064 -10%
TRCT
249
Tower Research Capital (TRC)
New York
$2.13M +$214K +4,534 +11%
BPA
250
Beacon Pointe Advisors
California
$2.1M +$252K +5,337 +14%
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