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

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.91M
2
Citadel Advisors
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.7M
4
CS
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTP
476
Platform Technology Partners
New York
$343K -$377 -7 -0.1%
SCM
477
SKBA Capital Management
California
$343K +$50.6K +1,073 +17%
IMCOOI
478
Investment Management Corp of Ontario (IMCO)
Canada
$340K +$340K +7,202 New
BWM
479
Baron Wealth Management
Michigan
$337K +$8.96K +190 +3%
WPC
480
Wedmont Private Capital
Pennsylvania
$336K +$63.4K +1,310 +23%
AWM
481
Avior Wealth Management
Nebraska
$335K +$6.08K +129 +2%
AAS
482
Avantax Advisory Services
Texas
$335K +$335K +7,100 New
AWA
483
Arkadios Wealth Advisors
Georgia
$332K +$332K +7,032 New
BS
484
Banco Santander
Spain
$332K +$332K +7,032 New
GCWM
485
Graham Capital Wealth Management
District of Columbia
$331K – – –
SIA
486
Schechter Investment Advisors
Michigan
$330K +$7.07K +150 +2%
SFI
487
Siemens Fonds Invest
Germany
$330K +$330K +6,995 New
WAOI
488
Wealth Advisors of Iowa
Iowa
$329K -$17.7K -375 -5%
RBC
489
Romano Brothers & Co
Illinois
$327K – – –
FA
490
Fiduciary Alliance
South Carolina
$326K -$41K -869 -11%
UCFA
491
United Capital Financial Advisors
Texas
$324K +$324K +6,882 New
William Blair & Company
492
William Blair & Company
Illinois
$324K +$4.1K +87 +1%
KeyBank National Association
493
KeyBank National Association
Ohio
$319K -$283 -6 -0.1%
ACA
494
Aptus Capital Advisors
Alabama
$319K -$3.77K -80 -1%
DI
495
Diligent Investors
California
$318K – – –
IPAM
496
Investment Partners Asset Management
New Jersey
$318K +$318K +6,750 New
ERIM
497
Eagle Ridge Investment Management
Connecticut
$317K – – –
IWM
498
IHT Wealth Management
Illinois
$311K +$9.9K +210 +3%
SFA
499
Sequoia Financial Advisors
Ohio
$300K +$300K +6,372 New
CCM
500
Coldstream Capital Management
Washington
$297K -$3.68K -78 -1%
18 19
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