WRB icon

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 %
WCWM
276
Willow Creek Wealth Management
California
$1.55M +$94 +2 +0%
DCM
277
Dean Capital Management
Kansas
$1.53M +$76.4K +1,620 +5%
DTL
278
Dynamic Technology Lab
Singapore
$1.52M -$437K -9,268 -22%
II
279
Inspire Investing
Idaho
$1.52M +$30.7K +652 +2%
DM
280
Delphi Management
Massachusetts
$1.51M -$1.58M -33,456 -51%
EI
281
Ethic Inc
New York
$1.48M +$312K +6,608 +27%
SPIA
282
Steward Partners Investment Advisory
New York
$1.47M +$390K +8,263 +36%
EP
283
Edgestream Partners
New Jersey
$1.46M +$1.46M +31,067 New
WLG
284
Williamson Legacy Group
Indiana
$1.46M +$1.46M +31,058 New
Verition Fund Management
285
Verition Fund Management
Connecticut
$1.46M -$1.2M -25,389 -45%
IGAM
286
iA Global Asset Management
Quebec, Canada
$1.45M +$604K +12,798 +71%
LIM
287
Leavell Investment Management
Alabama
$1.44M -$13.4K -285 -0.9%
CP
288
Cumberland Partners
Ontario, Canada
$1.41M +$212K +4,500 +18%
PS
289
Pensionfund Sabic
Netherlands
$1.41M – – –
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$1.41M +$46.3K +983 +3%
QCM
291
Qsemble Capital Management
New York
$1.4M +$1.1M +23,231 +360%
Lido Advisors
292
Lido Advisors
California
$1.39M -$343K -7,285 -20%
JFG
293
Jefferies Financial Group
New York
$1.38M +$155K +3,280 +13%
BFA
294
Brendel Financial Advisors
New Hampshire
$1.36M +$1.36M +28,940 New
ACL
295
Applied Capital LLC
Florida
$1.35M -$48.2K -1,023 -3%
Aviva
296
Aviva
United Kingdom
$1.33M +$794K +16,849 +148%
FHB
297
First Hawaiian Bank
Hawaii
$1.32M +$746K +15,828 +129%
IIL
298
Insight Inv LLC
California
$1.3M – – –
CGH
299
Crossmark Global Holdings
Texas
$1.29M -$29.2K -620 -2%
CAN
300
Cetera Advisor Networks
California
$1.28M +$388K +8,224 +43%
10 11
12
13 14