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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 %
KCM
401
Kornitzer Capital Management
Kansas
$535K +$3.68K +78 +0.7%
AA
402
Ancora Advisors
Ohio
$535K – – –
NCM
403
NCM Capital Management
New Jersey
$531K – – –
Wealthfront Advisers
404
Wealthfront Advisers
California
$526K +$80.9K +1,715 +18%
GC
405
Gratus Capital
Georgia
$525K – – –
CBNLCF
406
Cognios Beta Neutral Large Cap Fund
Kansas
$523K -$83.6K -1,773 -14%
CCA
407
Cobblestone Capital Advisors
New York
$516K +$62.9K +1,334 +14%
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$513K +$18.5K +393 +4%
PAS
409
Park Avenue Securities
New York
$510K +$61.9K +1,313 +14%
Empower Advisory Group
410
Empower Advisory Group
Colorado
$509K – – –
NB
411
Norinchukin Bank
Japan
$505K -$47.1K -999 -9%
SC
412
SRB Corp
Massachusetts
$502K -$30.8K -654 -6%
Wealth Enhancement Advisory Services
413
Wealth Enhancement Advisory Services
Minnesota
$497K -$15.5K -328 -3%
EFMC
414
Empire Financial Management Company
New York
$495K +$22.2K +471 +5%
EF
415
Empirical Finance
Pennsylvania
$481K +$3.73K +79 +0.8%
GBWM
416
Granite Bay Wealth Management
New Hampshire
$479K +$821 +18 +0.2%
BCI
417
Brinker Capital Investments
Pennsylvania
$479K -$7.26K -150 -1%
OPS
418
Orion Portfolio Solutions
Nebraska
$479K -$7.26K -150 -1%
GFA
419
Gifford Fong Associates
California
$477K – – –
BBVA
420
Banco Bilbao Vizcaya Argentaria
Spain
$471K +$16.5K +351 +4%
CC
421
Centiva Capital
New York
$469K +$214K +4,539 +84%
PTC
422
Petrus Trust Company
Texas
$467K – – –
MYLI
423
Meiji Yasuda Life Insurance
Japan
$464K -$446K -9,450 -49%
SP
424
Symmetry Partners
Connecticut
$462K -$63.2K -1,346 -12%
DC
425
Davenport & Co
Virginia
$460K -$283 -6 -0.1%
15 16
17
18 19