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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 %
IMC Chicago
326
IMC Chicago
Illinois
$1.02M +$1.02M +21,650 New
OIA
327
OneDigital Investment Advisors
Kansas
$1.02M +$36.9K +783 +4%
WIM
328
Waverton Investment Management
United Kingdom
$1.01M – – –
Franklin Resources
329
Franklin Resources
California
$1M -$975K -20,671 -49%
MPPW
330
Mitchell & Pahl Private Wealth
Oklahoma
$995K -$11.7K -249 -1%
VI
331
Versor Investments
New York
$991K -$21.6K -458 -2%
PAG
332
Private Advisor Group
New Jersey
$987K +$267K +5,673 +37%
HIMCH
333
Hartford Investment Management Co (HIMCO)
Connecticut
$987K -$12.3K -261 -1%
FBC
334
Fairfield, Bush & Co
Connecticut
$981K +$41.4K +878 +4%
SC
335
Scholtz & Company
Connecticut
$979K -$95.5K -2,025 -9%
TCOV
336
Trust Company of Vermont
Vermont
$973K -$20.1K -427 -2%
TC
337
TownSquare Capital
Utah
$972K +$173K +3,669 +22%
Pacer Advisors
338
Pacer Advisors
Pennsylvania
$964K +$50.1K +1,063 +5%
VPIM
339
Vanguard Personalized Indexing Management
California
$955K -$421K -8,925 -31%
Cetera Investment Advisers
340
Cetera Investment Advisers
Illinois
$945K +$8.63K +183 +0.9%
BJL
341
Brighton Jones LLC
Washington
$941K +$941K +19,952 New
AIP
342
Almanack Investment Partners
Pennsylvania
$937K – – –
Nordea Investment Management
343
Nordea Investment Management
Sweden
$932K – – –
PCM
344
Parsons Capital Management
Rhode Island
$931K +$179K +3,793 +24%
SC
345
Scotia Capital
Ontario, Canada
$929K +$2.59K +55 +0.3%
CIC
346
Cornercap Investment Counsel
Georgia
$922K -$108K -2,299 -11%
SAM
347
Securian Asset Management
Minnesota
$907K -$114K -2,423 -11%
QC
348
Quadrature Capital
United Kingdom
$904K -$1.43M -30,291 -61%
SEA
349
Stegent Equity Advisors
Texas
$900K +$8.44K +179 +0.9%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$870K -$21.2K -450 -2%
12 13
14
15 16