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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 %
AWM
351
AE Wealth Management
Kansas
$864K +$332K +6,108 +62%
IWC
352
Integrated Wealth Concepts
Massachusetts
$853K -$51.2K -1,087 -6%
RCA
353
Resonant Capital Advisors
Wisconsin
$852K -$123K -2,615 -13%
PA
354
Procyon Advisors
Connecticut
$844K -$16.2K -344 -2%
CW
355
Connectus Wealth
Ohio
$844K +$7.87K +167 +0.9%
LCM
356
LRT Capital Management
Texas
$824K +$115K +2,446 +16%
SG Americas Securities
357
SG Americas Securities
New York
$821K -$504K -10,690 -38%
MFS
358
Mirabella Financial Services
United Kingdom
$815K +$815K +17,285 New
HPC
359
HM Payson & Co
Maine
$813K – – –
OCA
360
Otter Creek Advisors
Florida
$802K +$802K +17,022 New
GAM
361
Gotham Asset Management
New York
$782K +$140K +2,964 +22%
KAS
362
Kestra Advisory Services
Texas
$766K +$285K +6,047 +59%
YIA
363
YHB Investment Advisors
Connecticut
$760K -$3.54K -75 -0.5%
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$739K – – –
TI
365
Tidal Investments
Wisconsin
$739K -$336K -7,123 -31%
JSL
366
JT Stratford LLC
Georgia
$734K +$734K +15,576 New
BAMF
367
BI Asset Management Fondsmaeglerselskab
Denmark
$727K +$528K +11,200 +266%
NFG
368
Nations Financial Group
Iowa
$722K +$241K +5,118 +50%
US Bancorp
369
US Bancorp
Minnesota
$719K +$6.61K +140 +0.9%
AWM
370
Axxcess Wealth Management
California
$713K +$400K +8,487 +128%
FDP
371
Financiere des Professionnels
Quebec, Canada
$709K +$343K +7,280 +94%
Swedbank
372
Swedbank
Sweden
$696K – – –
CA
373
Claro Advisors
Massachusetts
$695K +$11K +234 +2%
ECM
374
Everence Capital Management
Indiana
$695K – – –
WQ
375
Wealth Quarterback
New Jersey
$695K -$42.3K -897 -6%
13 14
15
16 17